- Page 4/8
Bulk commodities, base metals and over a 6% yield. Thinks we are actually in the bottoming stage now. It will be slightly better a year from now. The news in China for the time being is better.
Bulk commodities, base metals and over a 6% yield. Thinks we are actually in the bottoming stage now. It will be slightly better a year from now. The news in China for the time being is better.
This is a really good company. It is in Canada, Europe and Australia, and it has oil/gas in different places. The one knock against it is that in January it had too much debt. However, if commodities are recovering, that is not a problem.
This is a really good company. It is in Canada, Europe and Australia, and it has oil/gas in different places. The one knock against it is that in January it had too much debt. However, if commodities are recovering, that is not a problem.
This is really good at driving little projects such as power, energy processing, etc. There are lots of investing they will be able to do, but are just not announcing it right now. 6% dividend yield.
This is really good at driving little projects such as power, energy processing, etc. There are lots of investing they will be able to do, but are just not announcing it right now. 6% dividend yield.
Because of its limited history, it doesn’t really rank well in his process from a fundamental standpoint. Technically it ranks very well and has nice, strong price momentum. He would like to see some earnings and solid cash flow before getting involved. At this time, price momentum and technical aspects look very strong and are going in the right direction.
Because of its limited history, it doesn’t really rank well in his process from a fundamental standpoint. Technically it ranks very well and has nice, strong price momentum. He would like to see some earnings and solid cash flow before getting involved. At this time, price momentum and technical aspects look very strong and are going in the right direction.
Owns this in his “growth” portfolio. The stock has started to accelerate again. It has basically been building a base. Trading at about 40X earnings, so is very expensive and probably scares a lot of people off. Have been growing earnings at about 40% a year, so from a price earnings to growth ratio, you are paying a reasonable valuation. However, if there’s any type of hiccup the stock will sell off.
Owns this in his “growth” portfolio. The stock has started to accelerate again. It has basically been building a base. Trading at about 40X earnings, so is very expensive and probably scares a lot of people off. Have been growing earnings at about 40% a year, so from a price earnings to growth ratio, you are paying a reasonable valuation. However, if there’s any type of hiccup the stock will sell off.
Ranks fairly well in his process, both from a fundamental and a technical basis. This is a result of 2 factors. One has been a rising price in commodities. Also, it got beaten up so badly in 2015, that people who were under-exposed to the sector are really clambering to try to get in.
Ranks fairly well in his process, both from a fundamental and a technical basis. This is a result of 2 factors. One has been a rising price in commodities. Also, it got beaten up so badly in 2015, that people who were under-exposed to the sector are really clambering to try to get in.
Ranks very well in his process, both from a fundamental and from a technical standpoint. As to whether there is more room left to go, a large part depends on gold and where the price goes. Thinks we are probably entering a new bull market for gold, but it is hard to stay with because the rallies in the declines can be so sharp. In a case like this, you really have to trade around it. Have a core position, and then add or remove as the stock runs up.
Ranks very well in his process, both from a fundamental and from a technical standpoint. As to whether there is more room left to go, a large part depends on gold and where the price goes. Thinks we are probably entering a new bull market for gold, but it is hard to stay with because the rallies in the declines can be so sharp. In a case like this, you really have to trade around it. Have a core position, and then add or remove as the stock runs up.
