Opinions
Gordon Reid
Regal Beloit
RBC-N
PAST TOP PICK
Feb 17, 2016
$53.480
Stock price when the opinion was issued
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TOP PICK
Manufacturers small engines for heating and cooling systems. Replacement cycle of about 15 years. Housing starts in the US released it about 15 years ago and we are now getting into the replacement cycle. Also the motor sign out up to 70% more efficient so there is encouragement by governments for replacements.
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Electrical motors, compressors and the H Back business (Heating and Cooling). It does very well. Government subsidy is finished and the stock has flattened out a little bit but the story hasn’t gone away because of the housing growth. The real housing boom was in the late 1990s and you have to look at the replacement cycle. 1% dividend.
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TOP PICK
Motors, generators, transmissions, drives etc. They recently bought a powered transmission unit from Emerson Electric. This will add $.50 a share in earnings in 2015, and he expects a dollar a share in earnings in 2016. The market really hasn’t caught up with this one and it is a very good buy here. Dividend yield of 1.13%.
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TOP PICK
They make generators and motors. A core industrial company that trades at 14x earnings. Their last earnings report was very positive, so the stock spiked. They grow at high-single digits at 14x earnings. It's a small-cap industrial and a good long-term hold. (Analysts’ price target is $94.71)
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PAST TOP PICK
(A Top Pick Feb 25/20, Up 84%) Electric motor and mechanical equipment. Well set-up for a new economic cycle. Global synchronized global recovery is expected. Very positive for companies like them since they are a feeder system to a growing economy. An infrastructure program in the US would be very positive for them. Trades at less than 20x earnings. Free cashflow yield of 5% with solid dividend. A good holding.
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(A Top Pick Feb 25/15. Down 30.66%.) This is basically just a valuation reset. They continue to do reasonably well in terms of earnings growth, but the market now has it trading at 10X earnings where it had been trading at 15X. This is still a Buy.