Opinions
David Fingold
Sika AG
SKFOF-OTC
PAST TOP PICK
Jan 14, 2021
(A Top Pick Dec 02/19, Up 48%) Make a bunch of different chemicals for a bunch of different uses. Heavily involved in infrastructure, and it's uniquely positioned to benefit from this trend.
$290.990
Stock price when the opinion was issued
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PAST TOP PICK
(A Top Pick May 27/19, Up 7%) They make chemicals to strengthen cement among other construction applications used in hydroelectric dams, for example. Boasts an excellent long-term record of growth and returns on investment. Recent updates suggests that business remains good. Infrastructure projects have continued during this lockdown and there's general talk of governments launching building projects to stimulate the economy. Also, Sika is well-positioned in technology within the construction space.
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TOP PICK
Price target: 209.62 Swiss francs A Swiss specialty chemical provider whose product makes up a tiny part (less than 1%) of their customers' construction costs, but makes a huge difference to that construction project. Therefore, it suffers less sensitivity to price changes. Their product water-proofs mortar and cement, as in tunnels that are cut through the Swiss mountains. Sika is one of the biggest beneficiaries of a new EU environment plan to improve energy efficiency in buildings. Sika's product provide a sealant to achieve this.
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TOP PICK
Construction chemicals. One of key beneficiaries of European green new deal. Timely. Very strong balance sheet, proven record of acquisitions, improving margins. The strong Swiss currency has been a challenge, but he can live with this. (Price target is in Swiss francs.) Yield is 0.94%. (Analysts’ price target is $289.95)
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PAST TOP PICK
PAST TOP PICK
(A Top Pick Jan 13/21, Up 13%) A producer of construction chemicals and adhesives. Still has strong returns and operating margins. Its products are high quality and help other companies with what they produce. Is in the process of making an acquisition. Is the beneficiary of infrastructure spending.
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PAST TOP PICK
(A Top Pick Apr 14/21, Up 16%) A good company but he has sold. Makes adhesives for autos and airplanes as well as chemicals for green buildings. As a specialty chemical company there are challenges with big increases in costs of raw materials - oil and natural gas. Also supply chain and Covid restraints. It is great for the long term as improvement in restraints happen and commodity prices become lower.
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