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$0.33 of earnings in 2016 is expected to more than double. Roughly a median estimate of $.82 against $10.45, about a 13X PE multiple. It has existing drugs with sales related to that.

In most cases, this company attempts to acquire drugs from gigantic pharmacy companies. It ranks 480 in his database, and earnings have been revised upwards. Year-over-year sales grew 26%, and earnings grew at 54%.

7 analysts have a cash flow estimate of $.93, compared to last years of $.91. Dividend yield of 8.2% is at risk, because there is a payout of 93% of 4^th quarter trailing cash flow. Earnings year-over-year was down 1% and sales were down 2%. ROE of 9% is reasonable. It ranks 558, in the bottom 3^rd of his database. Prefers others. Dividend yield of 8%+.

Finally starting to pop, because they basically have a dynamic system. Instead of a black box that goes to the bottom of the ocean with the plane, this system does dynamic streaming from the plane to a satellite. It can get flight location as well as engine analysis and productivity calculations. The stock has gone up partly because of optimism regarding China. China buys about 40% of all planes manufactured globally, and are building out airports by about 25% over the next 3-5 years. They are now embracing this company’s products. It looks like this company will potentially end up being a supplier. Thinks there is good opportunity for the stock.

This has just become free cash flow positive. Cash flow grew by $.21 on a year-over-year basis and is now basically breakeven. They have $158 million in cash on hand, 32% of their market cap, so their ability to service their debt from free cash flow looks pretty good. Trading at 6.7X enterprise value to EBITDA, 4^th quarter trailing. (Analysts’ price target is $1.36.)

Contract manufacturers. They were manufacturing phones, and consumer products, which are now less than 3% of their total manufacturing. They do a lot of business in servers and other stuff, as well as branching out into medical and aerospace. Produced $215 million of free cash flow in the last 4 months, an 11% free cash flow yield. Has about $600 million of cash. 14.8% trailing ROE. Earnings per share grew by 50% on a 22% increase in sales. They also have the ability to free up some cash on some Toronto real estate. (Analysts’ price target is $16.33.)

This is an outsourcer, producing $1.4 billion of free cash flow. Has a 6% free cash flow yield, and can end up paying off their debt easily. Has about a 21% ROE on a trailing basis. Earnings are up 33% on a 22% increase in sales. 5.3X enterprise value to EBITDA on a trailing basis. Their cash flow is forecast to grow at 11% in 2017. Dividend yield of 2.6%. (Analysts’ price target is $65.33.)

Market. We are definitely getting a little boost from the Trump rally, and thinks it can continue for a while. Longer-term, he is a little more worried about the protectionist and nationalist type policies that can spur inflation, making goods more expensive. Inflation is not a good thing for the market. Energy is still recovering, but is still nowhere near where it used to be. Companies have kind of adjusted to the new lower energy prices. Still thinks there are a lot of opportunities in energy.

Had like this before, and is still okay with it. It is really a good company. The reason for the down side was mostly on their hep C drug that didn’t meet expectations. Competition came into the space and sales came down. The overall company is very, very strong. Thinks investors have priced in the downside at this point. Stock looks pretty good here.

Still thinks there is upside, but this is not a screaming buy. You are getting a great company, and he will Buy a great company that looks a little rich from time to time. He would still buy this.

He likes this quite a bit. Interest rates look like they are going to go up, but you are getting a higher yield here. He thinks the stock is undervalued. Dividend yield of 4.8%.

Has been a big fan of this company and has supported them through some of the downturn, but they cannot seem to turn it around. Very speculative. It is hard to run this company with negative cash flows quarter after quarter after quarter.

A company that he would own in general, just because it is a really good company. It has had a tremendous run. Any time a company has had a run like this, you want to be a little cautious. However, the valuation of this company still looks pretty cheap. He would go into it slowly and build a position on low pullbacks. Their track record is tremendous, probably because there is not a lot of competition.

This has always been kind of a gas name, and gas is very difficult. The track record is pretty good, having earned as high as 9% return a couple of years ago. It is lower now though, just because the commodity price is lower. He would expect this to rebound, and if it can rebound to a 9% return internally, the stock is worth about $11.

He believes in this company. A really, really good company. A low return business. Also, it is undervalued, and can go a lot higher. They recently made some pretty big investments. A lot of this company is Hydro. Has a nice dividend yield which is very sustainable.