Bill Harris, CFA
Member since: Jun '03
Portfolio Manager at
Avenue Investment Management

Latest Top Picks

Still likes the exposure to gold. It has cleaned up their finances and assets. He believes it can go up to $50 in the next couple years. The cycle is probably much longer. (Analysts’ price target is $42.44)
It offers safety with a stable income. Utilities are defensive and it just pulled back so it is a good opportunity. A high quality Canadian business. (Analysts’ price target is $59.81)
A stable cyclical business. They distribute steel throughout North America. A volume business. A great business with stable dividend that is inexpensive right now. (Analysts’ price target is $20.25)
(A Top Pick Jun 14/19, Down 17%) Still a core holding for them. The nervousness is in their natural gas business. Gas supply is now on a better footing. A high quality infrastructure business.
(A Top Pick Jun 14/19, Up 9%) It has recovered from a valley it hit during March. They didn't add it back when it dropped since there were so many other good opportunities.