- Page 5/6
A fantastic, huge multinational industrial. Operates in a number of specialty industrial areas, as well as some consumer products. A classic, long term growth company, but given the run, you have to be really careful. Wait for some sort of correction.
A fantastic, huge multinational industrial. Operates in a number of specialty industrial areas, as well as some consumer products. A classic, long term growth company, but given the run, you have to be really careful. Wait for some sort of correction.
Has had a heck of a run in the last year and he probably wouldn’t be a buyer today, but on a pullback, he would. A good, long term growth stock.
Has had a heck of a run in the last year and he probably wouldn’t be a buyer today, but on a pullback, he would. A good, long term growth stock.
(A Top Pick Dec 5/16. Up 31%.) The 2nd largest health insurer in the US, and has been a long term holding for him. Trading at only about 14X his earnings estimate for next year and trades at almost a 7%-8% free cash flow yield.
(A Top Pick Dec 5/16. Up 31%.) The 2nd largest health insurer in the US, and has been a long term holding for him. Trading at only about 14X his earnings estimate for next year and trades at almost a 7%-8% free cash flow yield.
(A Top Pick Dec 5/16. Up 11%.) An owner of royalty interests, primarily in Western Canada, the #2 player after PrairieSky (PSK-T). Thinks it is cheaper than PrairieSky and pays a better dividend. Expects it to go higher in the next year.
(A Top Pick Dec 5/16. Up 11%.) An owner of royalty interests, primarily in Western Canada, the #2 player after PrairieSky (PSK-T). Thinks it is cheaper than PrairieSky and pays a better dividend. Expects it to go higher in the next year.
(A Top Pick Dec 5/16. Up 21%.) The #2 auto parts Company globally, and a great global success story. They will continue to do well going forward. Thinks it is going to do better in the next year. A table pounding Buy. Trading at less than 10X forward earnings.
(A Top Pick Dec 5/16. Up 21%.) The #2 auto parts Company globally, and a great global success story. They will continue to do well going forward. Thinks it is going to do better in the next year. A table pounding Buy. Trading at less than 10X forward earnings.
Osisko Gold (OSK-T) owns a fair amount of acreage in the Noranda trend with some pretty interesting early stage gold prospects. An interesting speculation, but not the sort of thing he invests in.
Osisko Gold (OSK-T) owns a fair amount of acreage in the Noranda trend with some pretty interesting early stage gold prospects. An interesting speculation, but not the sort of thing he invests in.
There have been outflows from US international investors out of Canadian energy, and a lot of the generals have kind of fled the small-cap market because of better performance of the larger caps. A lot of the smaller caps are experiencing money flow issues, and there are a lot of buyers around. This is a good, decent little company, but very, very small. It is growing steadily, but it is still too small to attract attention of the bigger investors. You have to be very patient with this.
There have been outflows from US international investors out of Canadian energy, and a lot of the generals have kind of fled the small-cap market because of better performance of the larger caps. A lot of the smaller caps are experiencing money flow issues, and there are a lot of buyers around. This is a good, decent little company, but very, very small. It is growing steadily, but it is still too small to attract attention of the bigger investors. You have to be very patient with this.
