He likes oil. At some point money is going to leave technology and come into unloved sectors. This one is relatively safe. The management and board are focusing on free cash flow and increasing the dividend, which is decent now but could get bigger. Dividend yield of 3.9%. (Analysts’ price target is $8.50.)

Zinc is unloved and nobody talks about mining, it’s all Google and Facebook. At some point these things will sell off and the money is going to go into unloved and forgotten spaces. This is trading at 7X earnings and 90% of BV. They are buying back stock. Generating a lot of free cash flow.

This is for speculative money. They make a “push to talk” in-car wireless cellular device. They are the only company globally that is making this. Their revenues are growing very quickly. What is interesting is that AT&T and Verizon want into this business, and this company is trying very hard to become a preferred vendor. If they make it, this stock is going to go a lot higher. This is risky. He likes the CEO, and thinks he can pull it off.

This has run out of upside potential. It also hit one of his very strong technical resistance points. A barrier that is very, very hard to overcome.

This is not cheap. On a P/B basis, it is extremely expensive. He calculates it is about 40% overpriced. Be careful. Use a stop loss.

The last time this peaked, it was at the equivalent P/B of about $71, and that would remain as his upside potential. It has overrun its FMV of about $55. It is getting on the expensive end of the spectrum.

The last time he recommended this was about 2 years ago when the stock took a real dive. Subsequent to that, the company got back up to its usual high valuation. It is now starting to roll over. It really doesn’t have much in the way of upside potential. Wait for another set back, or buy in slowly for the next 6 months where you might catch a nice low. Dividend yield of 4.7%.