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TOP PICK
Top Short Fuel prices are very high and the company is unhedged. An incredibly competitive industry.
Transportation
BUY
Vertically integrated and have growth prospects with their new upgrader that is coming on stream, so not as exposed to heavy oil prices.
oil / gas
DON'T BUY
Have shorted this stock periodically. Incedibly anemic profit margins.
transportation equip & components
DON'T BUY
Will be challenged as we go forward. If he wanted to go into this sector down the road, would prefer Cisco.
Telecommunications
DON'T BUY
Will be challenged as we go forward. If he wanted to go into this sector down the road, would prefer Cisco.
Telecommunications
DON'T BUY
Will be challenged as we go forward. If he wanted to go into this sector down the road, would prefer Cisco over others.
electrical / electronic
VAGUE
Leveraged to oil. A marvelous company. Dirt cheap. If oil drops, this stock will drop too.
oil / gas