Belimo Holding AG (BEAN-SW)

(Mar 27/17 Up 29%) They make intelligent building controls. They make their own computer chips using robotic technology. His fund owns a large percentage of the shares. Their prospects are excellent. Buyers get a 12 month payback on the energy savings from their technology.

(A Top Pick March 27/17. Up 33%.) Makes intelligent building controls. If you install their controls on a commercial building, the energy savings pays back the cost and under 12 months.

(A Top Pick Nov 23/16. Up 42%.) An air-conditioning/ventilation company. They produce intelligent building controls, and thinks they are the leader. These are devices that open and close valves or dampers. They invented the directly connected actuators, which are field programmable. This company is family controlled and has no debt.

(A Top Pick March 27/17. Up 18.89%.) Has liked this company for very long time. A producer of smart building controls and based in Switzerland with a factory in the US. They build intelligent building controls using robots. Their clients can typically get a 1-year payback from energy savings.

(A Top Pick Nov 23/16. Up 40%.) Builds intelligence building controls. By installing their controls, savings on energy give you about a 1 year payback. He doesn’t know of any competition.

(Top Pick Nov 23/16, Up 13%) Smart building controls. Their controls are networkable and can be programmed on the job site from a tablet or Smartphone. Their products have a payback of 12 months for new buildings or renovations.

Intelligent building controls that pay back in 12 months, primarily in actuation in ventilation systems. They are entering the sensor business. They control all of their technology, using their own designed chips. They are essentially a semiconductor company. 30% operating profit margin. He is one of the top holders of this security. (Analysts’ target: 3500CHF).

This is based in Switzerland. They produce intelligent building controls. This company invented the Directly Connected Actuator for a damper or water valve in heating, ventilation and air conditioning. Direct Connect is very important because it means the installer doesn’t need to fabricate a push rod to actuate the device. Dividend yield of 2.2%. (Analysts’ price target is 3300 CHF.)