Keith Summers
Member since: Mar '13
Portfolio Manager at
Tricoastal Capital

Latest Top Picks

He looks for sectors that have solid momentum, reasonable valuations, upwards revisions on earnings, positive earnings growth, and good geopolitics. Philippines has made the grade. It has everything he likes. Since he bought it it is a little ripe as it went from $16 to $18. He will hold until the end of this month.
Projected earnings are to grow 34% over the next 12 months. Reasonably valued at 13x earnings. Bank oriented. When it is trading 16x forward earnings that is when you exit.
It’s the formula that works – positive earnings revisions and growth, plus reasonable valuation at 15x. Very financial services and real estate oriented. Will probably be in for a couple of months.