Latest Top Picks

Stock Opinions by Nicholas Sargen

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Feels there will be a rotation to larger caps in the US. An innovative firm.
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Feels there will be a rotation to larger caps in the US. Has lagged, but has about 70% exposure to the offshore market.
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A very dynamic management team. Has the potential over the long run to be very successful.
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Terrific management. Hasn't been doing a lot, but over the long term an excellent story.
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Best value in the market is in quality names. Best pharmaceutical company in the world. Just hasn't gone anywhere. New products are going into the pipeline.
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Best value in the market is in quality names. Less sensitive to interest rates. Attractively priced.
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Best value in the market is in quality names. Well positioned with surplus cash.
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Likes the industrial space. The first leg of the expansion has been in smaller size tractors. Expects this will move to heavier duty/higher-margin equipment.
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(Top Sell) Has had a good run but with a rising interest rate environment it will tend to underperform.

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Likes the health-care sector. One of the top companies. Has underperformed for a long time, but they are willing to be patient.
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Solid earnings. Feels their new stent will be successful next year.
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Made a lot of capital outlays. Generating big cash flows. Stock is under appreciated.
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A premier name. Has sold off significantly.
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Health care should outperform in a rising interest rate environment. A premier company. Likes the pipeline that it has. Out-of-favor right now.
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A more controversial sector at this time is financials. With job creation, people will be able to pay their mortgages.
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