Darren SissonsCK Infrastructure Holdings1038 - HKPAST TOP PICKJul 31, 2018
(A Top Pick August 11, 2017. Down 14%).This is a funds-flow story. Earnings this year grew 20% but they made some major acquisitions. There is nothing wrong with the fundamentals of this company. The balance sheet is very strong and they can continue to do acquisitions. This is one of his core holdings and he expects it to do well in the future. Over the long term, this stock has done well and the dividend has increased year over year. He sees its current price as a buying opportunity.
(A Top Pick August 11, 2017. Down 14%). This is a funds-flow story. Earnings this year grew 20% but they made some major acquisitions. There is nothing wrong with the fundamentals of this company. The balance sheet is very strong and they can continue to do acquisitions. This is one of his core holdings and he expects it to do well in the future. Over the long term, this stock has done well and the dividend has increased year over year. He sees its current price as a buying opportunity.