Mario Mainelli, CFA ZCL Composites Inc. ZCL-T COMMENT Feb 15, 2018

(A Top Pick Oct 19/16. Up 29%.) Underground gas tanks for gas stations, as well as water tanks. They have a nonpolluting, environmentally friendly substance, which can be monitored. Still a Buy.

(A Top Pick March 27/17. Down 17%.) They've had a problematic time hitting their earnings estimates, and investors have been really, really frustrated about the lack of growth. This year, they had a bad 1st half and said things would be better in the 2nd half. It started to get better, and then rolled over again. A nice little company, but they do need better execution, and he would like to see better growth going forward. Has a nice market share and a good product and good customers. They just need a bit better performance in terms of consistency.

Fluid storage tanks for the oil sector. Fundamentally, the balance sheet looks pretty good. However, they recently had a quarter that wasn't good. They missed their targets. Their revenue outlook didn't have much positive going on. Also, the CEO is retiring. He doesn't see a whole lot to like in the short and medium term. He would move on from this stock and return when the outlook improves.

Reports on Mar 7 so hold off until then. Last quarter was surprisingly weak. They have a 10% revenue and dividend growth target but had to hold off on that target. Put it on a watch list until they report and then re-evaluate.

The stock is priced at 16 times earnings, has a good dividend and is sitting on $25 million in cash. They had a recent earnings stumble, but if you buy it for income you will do well as the balance sheet looks good. Keep holding. Yield 4.5%.

The stock is priced at 16 times earnings, has a good dividend and is sitting on $25 million in cash. They had a recent earnings stumble, but if you buy it for income you will do well as the balance sheet looks good. Keep holding. Yield 4.5%.