Norman LevineRotork PLCROR-LSETOP PICKMay 22, 2019

This is a UK industrial. They make on/off switches controlled through electricity, gas or oil. The applications are nuclear and refineries. When the Saudis tried to manipulate the price of oil the stock price suffered. They picked it up there and had a very good run since. Very strong balance sheet only 5% debt. Dividend is growing. Had a big run, you can buy this on a discount. Very good company.

(Past Top Pick, Sept. 11, 2017, Up 37%) Strong balance sheet. He bought it when oil markets sagged and he's since done well with it. Currently, though, the stock is a little rich. Add when there's a slight pullback. Has more cash than debt.

This company has exposure to the refinery segment specifically in design and outsources the manufacturing. The balance sheet is very strong with only 3% debt and dividends continue to increase. This is a very high quality company. It is still relatively cheap and he would be a buyer.

This company is well run – building flow valve actuators. He would only hold it here, due to its exposure to oil and gas and its exposure to commodity market cyclicality.

Manufactures actuators. An actuator is a sophisticated way of saying an on/off switch for industrial applications, such as nuclear, water, energy, etc. Has a very strong balance sheet. Historically this has been one of the fastest-growing companies in the UK. Dividend yield of 2%. (Analysts' price target is $255.)

This is a global actuator business, a fancy on/off switch. It provides solutions to the oil/gas industry, the nuclear industry, water industry, etc. Has been under pressure recently because of the exposure on the British pound. A very strong balance sheet and it grows its dividend. (Analysts’ price target is £250.00.)

(London Exchange) Manufacture actuators and slow fluid flow control products. Have global operations with good growth. About half their business is tied to oil/gas, which has hurt them, so are being treated as an oil/gas company. The rest of their business is doing really well. Likes the fluid processing business. Dividend yield of 3.04%.

Unlike big major oil companies, this is a company that makes valves and controls flow distribution for water, oil and gas. With the new technology, instead of having offshore rigs/platforms they can now go deep under the surface and they are starting to have all infrastructure down on the seabed floor. This is the biggest globally. Doesn’t have a lot of European exposure. Stock jumped this week because their profitability was up 13%-14% in a tough environment. Good time to be taking advantage of the stronger Cdn$ relative to the pound.