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COMMENT
Commodity cycle. Thanks this is busted for the moment. One of the key differences we are going to see this cycle versus 2007-2008 is that demand from the BRIC (Brazil, Russia, India and China) will be less. Doesn't think that China has the ability to continue stimulating their economy, particularly in their real estate sector. Demand for commodities from them may decline this time.
TOP PICK
Some real positive change has been occurring. Recently reported a bang-up quarter. Very nice growth in their core brands. Becoming asset light by selling off a bottling manufacturing facility and focusing on driving profitability through brand growth. This is a good model. Expect you could see 10%-15% returns over the next decade.
breweries
beverages
TOP PICK
Has developed a technology that has mobile water purification plants. Specifically targeting the fracing industry as well as the SAGD operations in the oil sands. ( A key concern over fracing operations is the chemical waste water that they pump through could leak into general water supply.) Expects real exponential growth.
oil
gas
DON'T BUY
WellCare Health (WCG-N) just bought Healthspring (HS-N). Healthspring was a big customer for this company. Management says even though the contract is running out in 2013, they are going to maintain their market share within Healthspring. He is not so sure. Expect there will be a lot of volatility.
Business Services
WAIT
Still owns a small amount but is more in the bonds. Nothing really wrong with the company. Had a bought deal that was hung in the spring and has been an orphan since. Strategy of acquiring generic rigs, taking them out of service, retrofitting them for more specialized rigs and putting them out at higher rates is all happening. Wait for a turn in the stock before you chase it.
oil
gas
