He met with them about a year and half ago. They are a meat packing company. They recently missed their earnings target and he doesn’t think the earnings growth will be great into the future. He likes the overall business, but it is still too expensive. He see competitors moving into the space.

He owns this company. This trades at much lower multiples than competitors in the space. His average entry price is around these price levels. Their growth is much more rapid than others in this space.

He recommended this as a buy about nine months ago. Recent earnings have been disappointing however. He believes they have a bright future, but are still in the show me phase. He thinks they may have overpromised and under-delivered on how cheaply they could produce their bus fleet. He would not rush in to buy this and would suggest waiting to see how management improves operations.

This chart has been a rocket. He does not own it as it always seems too expensive. If you own it, continue to hold, but don’t add at these price levels. He respects the management team.

This had been a big winner for many years, but last year they missed on one of their royalties. He likes the management team, but finds it too expensive. He would hold.

They are trying to re-make their brand. It looks cheap and the balance sheet looks pristine. There is not much downside, but he continues to sit on the sidelines as it is still a bit expensive.

This stock has been quite disappointing despite their business model. This is a very competitive space with long marketing cycles. He is not sure why there is not any market coverage. Perhaps if they report some consistent earnings quarters it will help.