COMMENT

Runs a variety of retirement homes and long-term care facilities in Canada. Ranks 258 out of 700 stocks. Analysts are bumping up their numbers, but he doesn’t think the stock is inexpensive at this point. Free cash flow is negative at -3.3%. There are other investment income companies he would prefer.

COMMENT

A great product with a huge payback, but despite being champions with various customers where it has been installed, it seems customers are still dragging their heels, partly because of tax legislation in the US.

COMMENT

A pure zinc play. He has an optimistic outlook for zinc. It takes about 3 years to bring a new zinc mine into production, and there is not a lot of new zinc on the horizon. Zinc has moved up significantly, almost doubled to about $1.40 per pound.

COMMENT

Ranks 135 out of 700 stocks. Overall numbers seem reasonable. The latest earnings were slightly negative at -2.4%. Earnings estimates are expected to be $.03, but it is only covered by one analyst. Seems to be expensive.

COMMENT

Latest results were a disappointment, and the stock sold off. Analysts have said the 9% increase in earnings, even though sales went down 4%, is something not to get worked up about. Because of the higher ranking and what the analysts have said, he thinks this will do quite well.

COMMENT

A relatively new company. Sales have gone up by 56% per share when they reported on November 14. Earnings declined 35%, but upcoming earnings are expected to grow by about 8% when they report. Because this is a utility, it will be trading more on a Price to cash flow basis. Pays a dividend of 2.7%. As an income investment, this should do okay.

COMMENT

Uses their GPS system to figure out where trains are, and to more accurately schedule trains and service vehicles for people working on the rails. Reported on Aug 14 and earnings were down 10%. That was against a 32% increase in sales. In the coming quarter, earnings are expected to be down 75% year-over-year. Great technology. He is still waiting for the traction that is expected.

TOP PICK

Produces about 3% free cash flow yield, which translates into $287 million worth of free cash flow over the last 12 months. Trades at 0.9 Enterprise Value to Trailing Sales, versus 6% year-over-year sales growth, so the EV to sales to sales growth is .15 which is a C+ compared to the database. Dividend yield of 1.6%. (Analysts’ price target is $46.)

TOP PICK

Basically sells and leases agricultural and industrial equipment, particularly in Western Canada. Their next report will be March 2018, and earnings are expected to grow by 69%. 3.7% yield and 35% payout. Dividend yield of 3.7%. (Analysts’ price target is $14.)

TOP PICK

The company’s energy side is getting traction. Earnings are expected on Feb 15 and expected to more than triple. Free cash flow grew 108%. 5.7% dividend yield. (Analysts’ price target is $32.38.)