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TOP PICK
2nd largest theatre chain in the US. 400 theatres and 5,000 screens. Growth industry. Digital and 3D are coming on, which are premium products for them. 4.6% dividend. Trading at about 13X next year’s earnings.
Gordon ReidOwned
Consumer Products
TOP PICK
Well diversified global industrial with 50% of revenues from outside of North America. Do Otis Elevators, Carrier air conditioners, Pratt & Whitney engines and control almost 40% of the jet business. Reasonable multiple.
Gordon ReidOwned
mngmntdiversified
PAST TOP PICK
(A Top Pick Nov 11/09. Down 27%.)Business consulting in bankruptcies, forensic accounting, etc and the assumption was that do well in any kind of market. Didn’t make as much money as expected. Coming back and still likes.
Gordon ReidOwned
other services
PAST TOP PICK
(A Top Pick Nov 11/09. Down 5%.) Home health care and were affected by health care reform. Long term a good company and industry.
Gordon ReidOwned
medical services
PAST TOP PICK
(A Top Pick Nov 11/09. Up 8%.) Expect they will earn $21.50 in 2011 so trading at a very low multiple. No debt and lots of cash.
Gordon ReidOwned
Technology
COMMENT
Just reported very disappointing results. Guided down on the back of the US domestic market, specifically consumer and government sector.
Gordon ReidOwned
electricalelectronic
BUY
Mining equipment, especially in coal. Chinese operation is going full bore. Loves this one and continues to be good value. Expect they will earn $5-$5.35 next year.
Gordon ReidOwned
machinery
BUY
Had an issue with smoke in a cabin in a Dreamliner. This airplane will be around for many decades and this is the time to take advantage of a weaker stock price. 737 is in a new refresh cycle. Expect they will grow earnings 15%-20% per year.
Gordon ReidOwned
Transportation
BUY
Share price has risen quickly but earnings have grown just as fast if not faster. Wonderful opportunities into the future.
Gordon ReidOwned
electricalelectronic
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