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TOP PICK
(Top Pick Apr 5/10, Down 20.59%) Traffic management. Great balance sheet. Wrote off a lot of good will this quarter. Insiders own 22% of the company. A lot of upside. In the past two years his companies have skyrocketed but a few haven’t moved and these are two of the top picks. Management keeps on buying more of the company. Expanding their reach. Were talking about government investing in infrastructure. A good company in this field.
Transportation
TOP PICK
Has not moved since he bought it. As compared to others, this is 30 billion in revenues. They were loosing money in the recession but are making money now. Balance sheet is getting better. Management has a solid understanding of what they need to do. As economy improves, they should do much better.
electrical
electronic
TOP PICK
N/A
Markets: Is like a value investor. Looks for companies or sectors that are beaten down. Must have gone down at least 33% in last year. Looks for a sector out of favour. People are moving back into the market. There is a tendency when the market is out of favour, people run from it. It is harder for him to find opportunities in this environment. People tend to make the same mistakes again and again. There are good reasons to be skittish. They have not dealt with the problems in the market – liquidity, debt load, hedge funds.
WEAK BUY
Never completely trusts the company. It is a real dinosaur in his way of thinking. What will it cost to get rid of the yellow pages. He put it back on the watch list a while ago and may buy back in again. This stock would be part of his diversification strategy. Has bought it twice and dumped it.
communications
media
