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COMMENT
COMMENT
March 13, 2017

(Market Call Minute.) Prefers Amerisourcebergen (ABC-N) because of their distribution of drugs, as opposed to the bricks and mortar retail outlets of this company.

(Market Call Minute.) Prefers Amerisourcebergen (ABC-N) because of their distribution of drugs, as opposed to the bricks and mortar retail outlets of this company.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$85.610
Owned
Unknown
BUY
BUY
March 13, 2017

(Market Call Minute.) Has owned this for about 10 years and will continue to own it. They are throughout South East Asia, so it is his proxy.

(Market Call Minute.) Has owned this for about 10 years and will continue to own it. They are throughout South East Asia, so it is his proxy.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$0.010
Owned
Yes
COMMENT
COMMENT
March 13, 2017

(Market Call Minute.) If you can live with a sin stock, then they are doing okay right now.

(Market Call Minute.) If you can live with a sin stock, then they are doing okay right now.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$111.020
Owned
Unknown
DON'T BUY
DON'T BUY
March 13, 2017

(Market Call Minute.) This is still downsizing, selling off a lot of assets to get their margins back on board, so he wouldn’t be a buyer.

(Market Call Minute.) This is still downsizing, selling off a lot of assets to get their margins back on board, so he wouldn’t be a buyer.

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$41.160
Owned
No
TOP PICK
TOP PICK
March 13, 2017

This is in 4 basic businesses, which are all trends moving forward. They got rid of their industrial business about a year ago with a spinoff, and what is left is what he wants to own. Life sciences, diagnostics, dental and environment. Instead of owning oil and gas stocks, his resource of choice is water. This company does wastewater management. Long-term returns have been almost double what the S&P 500 has been over the last 5, 10, 20 years. These guys are like private equities. They come in and buy a company, but unlike the 3 Gs of the world, where they rip everything apart, they work with the owners and build the businesses as turnarounds. This is where the value added comes from. Dividend growth, free cash flow growth and revenue growth. In 3 of the 4 businesses, the margins are mid-teens and with the water business, it is up in the 20s, creating huge returns on capital. Yield of 0.6%. (Analysts’ price target is $89.82.)

Danaher Corp. (DHR-N)
March 13, 2017

This is in 4 basic businesses, which are all trends moving forward. They got rid of their industrial business about a year ago with a spinoff, and what is left is what he wants to own. Life sciences, diagnostics, dental and environment. Instead of owning oil and gas stocks, his resource of choice is water. This company does wastewater management. Long-term returns have been almost double what the S&P 500 has been over the last 5, 10, 20 years. These guys are like private equities. They come in and buy a company, but unlike the 3 Gs of the world, where they rip everything apart, they work with the owners and build the businesses as turnarounds. This is where the value added comes from. Dividend growth, free cash flow growth and revenue growth. In 3 of the 4 businesses, the margins are mid-teens and with the water business, it is up in the 20s, creating huge returns on capital. Yield of 0.6%. (Analysts’ price target is $89.82.)

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$87.500
Owned
Yes
TOP PICK
TOP PICK
March 13, 2017

A payroll provider. ADP (ADP-Q) is the big one that deals with governments and large institutions, while this one deals with small businesses. If you are going to get any growth in the US through fiscal policy, the growth will come from small businesses of 15 to 50 employees. This does payroll and HR. What he really likes is that before they remit payments to the IRS every 2 weeks on payroll, they get to bank the money. For every .025% interest rate rise, they make $.01 a share to the bottom line, so if the Fed has 6 increases over the next 2 years, they are going to make $18 million. Dividend yield of 2.9%. (Analysts’ price target is $59.50.)

Paychex (PAYX-Q)
March 13, 2017

A payroll provider. ADP (ADP-Q) is the big one that deals with governments and large institutions, while this one deals with small businesses. If you are going to get any growth in the US through fiscal policy, the growth will come from small businesses of 15 to 50 employees. This does payroll and HR. What he really likes is that before they remit payments to the IRS every 2 weeks on payroll, they get to bank the money. For every .025% interest rate rise, they make $.01 a share to the bottom line, so if the Fed has 6 increases over the next 2 years, they are going to make $18 million. Dividend yield of 2.9%. (Analysts’ price target is $59.50.)

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$62.560
Owned
Yes
TOP PICK
TOP PICK
March 13, 2017

A 3-D CAD/CAM company, that makes software for companies, but take an idea, run the iterations of the 3-D experience, and come up with the best business model, find out if it is implementable, and at what cost. Artificial intelligence is coming. Internet of things. This company is right in the middle of everything. They are in huge demand. Free cash flow is growing in the mid-teens. The dividend has been rising by 10%. Dividend yield of 0.6%. (Analysts’ price target is 78.22 €.)

A 3-D CAD/CAM company, that makes software for companies, but take an idea, run the iterations of the 3-D experience, and come up with the best business model, find out if it is implementable, and at what cost. Artificial intelligence is coming. Internet of things. This company is right in the middle of everything. They are in huge demand. Free cash flow is growing in the mid-teens. The dividend has been rising by 10%. Dividend yield of 0.6%. (Analysts’ price target is 78.22 €.)

David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$0.000
Owned
Yes