Market. 94% of the time when the S&P 500 dividend yield has been above the benchmark bond yield, then stocks outperform bonds by 23%. Bonds are a sell. Rates on US 10-year should go up to about 2.5. There is a rotation into US cyclicals. Look at value over growth. Lumber is a good sector to buy. You should see an uptick in emerging markets. We will see positive results over the next 12 months. You have a huge number of institutional investors sitting on a boat load of cash.

They make life easier for large diagnostic test companies. It automates the testing process. They did a final financing. They've been working on this technology for 5 years.

Civil aviation is important because there are a lot of pilots retiring in the next decade. China is going to dramatically increase the number of airports and airplanes.

They have low level light therapy. They were recognized about two months ago for mucusitis treatment and its prevention. They also make equipment to detect melanoma.

He participated in a recent financing. They have a piece that is inserted under the skin and then inject it with insulin. There are plans to use this for other needs as well.

An acquisition from two years ago for .3M has been responsible for 25M in contracts. It is great opportunity and great recurring revenue.

Long term care. They have about 5% dividend but it is over 100% of cash flow. Sales are growing at 1.2%. The free cash flow yield is not there.

Has a yield of 10.9% yield which seems to be sustainable. Earnings revisions have been revised down.

The yield is 14.2%. It is a 43% cash payout. Earnings are expected to decline this year. Return on equity is nothing good.

(A Top Pick Dec 28/18, Up 72%) It did very well and passed on his quantitative system. Their free cash flow is huge. You still have a 5% free cash flow yield, which is above average. Copper stocks should outperform gold stocks over the next 6 months. Then money will move back into gold.

(A Top Pick Dec 28/18, Down 4%) He sold it about 3 months ago on a stop loss.

(A Top Pick Dec 28/18, Up 8%) It was okay and he still owns it in some portfolios. There is still reasonable opportunity for them going forward.

Oil is going up and is one of the largest costs in the industry. Free cash flow has dropped. It continues to face some challenges. It ranks middle of the pack.