PAST TOP PICK
(Was a top pick on Feb 26. No change, but did have distributions.)
BUY
They have $5 a share in cash. Good product.
DON'T BUY
Doing better than the rest of the industry but competition is increasing.
BUY
US pharmaceutical sector is very cheap now.
BUY
Generates a lot of cash. Picking up substantial market share in the hardware sector.
DON'T BUY
Not comfortable with the alternative fuel sector.
DON'T BUY
Airline sector is in a downturn.
BUY
A lot of cash. Have entered into some good agreements.
DON'T BUY
Debt is relatively high. Cash flow is negative because of expansion. Doesn't expect the stock to go up.
DON'T BUY
Not as much growth as some of the others.
WEAK BUY
Great production growth. Oil could weaken.
DON'T BUY
Spending level and debt is too high.
WEAK BUY
A defensive holding. Getting some growth. The multiple is not cheap.
DON'T BUY
Not widely followed. Not sure of their growth or profitability.
BUY
Doing well. Valuation is good.