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TOP PICK
He likes this company a lot. They have a 30 billion operation in terms of revenue, but also have some debt after a merger. Believes it is a major industry leader that will do well. Watch for upcoming write-offs because of the merger. Believes they will make money in a competitive market.
electrical
electronic
RISKY
Has been a disaster for them.
He liked the new management, but it has proven to be a far more difficult turn around story.
They have stabilized revenues. Have cut costs and hired new sales people, so they are making progress, but it is still a question of if it can be turned around.
If it does it will do well, if it doesn't it will go under.
other services
PAST TOP PICK
Then $5.50
Things have gone wrong for them, in moving to the states. Inventory problems.
Thinks the up side is still around $10, so is more attractive at these levels. But they have also have more debt.
He's holding his position, and remains confident. Thinks it is a worthwhile play, if you can take the risk.
specialty stores
SELL
They had to close one of their main mines, the ground was shaking. The question is if they can re-open it. They've had a cash investment of 7 million dollars which they will use to consolidate the stock. He doesn't like consolidation, so got out.
90% of consolidations the companies are down in value a year later.
precious metals
