CVS Health Corp,Amadeus IT Group and 12 Stock Top Picks (Jun 26-Jul 02)

The precious metals space has tail winds behind it because of all the economic stimulus. They acquired a property in Mexico that had over 500 drill holes so they knew what they were getting into. They are drilling that project out as well as another. Based on what they have in reserve, they are trading…

The operate gold and copper mines in Bulgaria and Namibia. Earnings up 80% YOY, and boast a 9.2% free cash flow yield. Cash flow to grow 74% in 2020 and 17% in 2021. Price-to-cash flow is 5.9x. ROE expected this year is 21%. (Analysts’ price target is $9.23)

Operates in Trinidad. It is a highly prolific energy producing region with an 80% success rate. TXP-X have four wells they are drilling and had two successful natural gas discoveries and will be drilling the other two later this year. (Analysts’ price target is $1.27)

It continues to stay in this valuation range. They are in the home medical business. They operate in ten states and have 40 locations. It is a fragmented industry. They have 68% recurring revenue. They have a huge opportunity to consolidate. They can grow through valuation multiple growth and organically. (Analysts’ price target is $2.36)

An animal health care company that works with pets and livestock. There is over $15 billion in pet spending in the US today. There is not the same price pressure in pet health from insurance companies like in pharma. Getting a drug for a pet is easier and faster than for human use. On the…

A medical device company. Elective surgeries have been slowed during the pandemic, but will still need to done. Demographics mean this will continue to grow. There is brand loyalty in the space as parts are not easily exchangeable. About 25% of cash flow goes to dividends and the rest towards acquisitions and paying down debt.…

Pays a 1.5% yield. 13% YOY sales growth and a large 12.8% free cash flow yield. Cash flow grew YOY 236%. Earnings to grow 7% this year and 5% in 2021 with a PE of 14.3x. (Analysts’ price target is $37.67)

He is surprised they did not do better going into this crisis. They are big in the healthcare management area. Buying a company like this in the US at these valuations is a very prudent move and he expects it to do very well over the coming years. (Analysts’ price target is $79.74)

He is surprised they did not do better going into this crisis. They are big in the healthcare management area. Buying a company like this in the US at these valuations is a very prudent move and he expects it to do very well over the coming years. (Analysts’ price target is $79.74)

It was hit very hard by COVID-19 in that a lot of partner companies were forced to shut down operations. But just recently they came out with a lot of good news. They have had a pick up in a company that offers plastic surgery in the US. Planet fitness has begun to open up,…

It got hit right after the COVID-19 crisis hit. But logistics had to benefit during the crisis and will continue to do so during the recovery. They are well positioned to benefit quite well. The stock has a compelling valuation. It will benefit going forward from improving economics. (Analysts’ price target is $51.15)

Out of a conglomerate of European airline businesses. It is really a tech company that provides IT solutions and global distribution in the travel industry. They can access all the elements of flights, cars, hotels for travel bookings. They have clearly had a hard time during the pandemic, but this will change. They help airports…