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HOLD

The Chinese market has been “smoked” this year. This company is in the right sector right now and is a leader in the internet space. It is an out-performer.

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BUY

The energy sector has been improving over the past few months. Suncor and CNQ took advantage of the downturn with some smart acquisitions. CNQ is trading at the top of the sector and is a large holding in their portfolio.

oil / gas
SELL

Sadly, REITs do not do well in rising rates due to them being a bond proxy. He would be a seller of the recent REIT rally in general. They have weakening earnings and no revenue growth. He would be a seller.

other services
TOP PICK

He is a big believer in this company as it enables small internet based retailers to grow their business. They have 650,000 customers and have sales revenue growth of 70%. They are now targeting European markets and expanding their business to shipping, lending and other services. Yield 0%. (Analysts’ price target is $196.38)

0
TOP PICK

If the market is still bullish and this business benefits from more transactions and rising rates on investor holdings, this will be a winner. (Analysts’ price target is $69.88)

investment companies / funds
TOP PICK

He is a big believer in disrupter companies in growth sectors. This is the only company in the world that can do high volume DNA sequencing. They already have a million customers and another million order backlog. There is no one else in this space. They sell equipment and the supplies to operate the equipment. Countries will have more DNA sequencing done to help new drug development. Yield 0%. (Analysts’ price target is $286.06)

Consumer Products
PAST TOP PICK

(A Top Pick July 18/17 Up 14%). This is a leader in infrastructure for pipelines and wireless network towers. He sees 5G adding headwinds and thinks the pipeline business will renew its growth. He would still be buying here.

REAL ESTATE