He exited this about 9 months ago after a couple of bad quarters. He thinks the majority owners, who hold over 50%, will likely look to take this private at some time. They have missed several targets lately and he does not like the debt levels as they may trigger covenants in the future.

He likes their story for helping companies reduce methane emissions due to flaring operations. He thinks it is a good holding because there is tremendous growth opportunities ahead. The problem for his is that the asset size is just too small for his liking. He likes the management team.

He likes this company, but does not own it yet. They have pulled back recently on the share price. Some investors may be a little worried about a gas based business in Turkey, due to the geopolitical situation.

He is under water on this stock. They missed a couple of earnings, but the recent report was better. They are providing guidance that they will produce 240 buses this year. This should help improve margins. It does not look cheap due to the recent earnings, but it is a hold for long term investors.

He owns this one. He likes it, but is waiting for them to sign another deal. Management just bought back a bunch of their shares, which suggests to him they do not have an imminent deal just yet. He thinks they have a good pipeline for new deal opportunities. Yield 6.9%.

He holds a small position and thinks it looks cheaper than the competitors in the space. It should eventually be re-rated and benefit from higher multiples once it reports a few good quarters. Yield 3%.

It has been a disappointing stock to him. They have had some hiccups, but likes their asset base. The problem is that synthetic diamonds are taking away from overall demand. They have not been operating as well as they should have been. He might prefer Lucara Diamond (LUC-T).