HOLD
It will continue to move up over long periods of time. Doesn’t see a lot amongst large cap financials to get excited about. Prefers more growthy mid-cap financials.
SELL
Time to dump these dogs. Dividend is secure. There are other more growthy names you could be into.
HOLD
When people think the world is coming to the end, people bring these stocks down. If global economy goes down, you will see an earnings drop in these.
SELL
There is nothing in that infrastructure engineering space that he is excited about.
SELL
There is not a lot to get excited about. Sees no compelling reason to own this. Will go sideways for a year or two.
HOLD
Likes the name and regrets not buying it. Management team is a pretty sharp bunch. Just continue to ride it.
TOP PICK
Rare earth. Got everything you are looking for. Quarter was so good that people are asking if it is for real. 4x 2012 earnings. Great management, diversified revenue base. His number 1 stock out of 200 he tracks.
TOP PICK
More dividend hikes coming. Company is growing at 30%. Has been pausing for last 6-9 months.
TOP PICK
Superb management team. Management team has to grow company at 15% per year to make their bonus. Pharma. The story is not anywhere close to being over.