Robert Lauzon
Member since: Dec '04
Deputy Chief Investment Officer at
Middlefield Capital Corporation

Latest Top Picks

(A Top Pick Jan 31/19, Up 3%) He was disappointed with this one. 2020 will be a better year and growth is just getting going now. They hold industrial warehousing for e-commerce, Amazon and others. The dividend is in US dollars. He will continue to hold. He expects a total return of 10% in 2020. Yield 5%
(A Top Pick Jan 31/19, Up 11%) One of the largest shippers of oil and natural gas in North America. December 10 is their analyst day and there should be good news on earnings. It should get 8-10% growth plus the dividend. Yield 6%
(A Top Pick Jan 31/19, Up 47%) He was given a gift that everything was cheap in January. It still has growth that he likes. Office365 membership has been good. He could see $160 per share by next year -- up another 10%.
The tailwind of e-commerce. Their distribution units are full and they are growing their rents. Yield 5.44% (Analysts’ price target is $14.94)
This could be a take over by a private equity name. The largest coal export facility on the west coast of North America. It has no debt. The market is worried by the Teck contract, but he does not think it will be an issue. He thinks this is a $30 stock and the dividend will go up. A potential 30-40% upside. Yield 2.95% (Analysts’ price target is $25.75)