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The dividend is 10%, and the payout is 84% of trailing cash flow. He prefers to buy stocks that pay less than 75% of their cash flow. Earnings grew significantly last quarter, but estimated earnings decline this year and grow modestly next year. There is an extremely wide spread of earnings estimates, making valuation of the company more challenging. He thinks there are better risk-adjusted returns in other stocks. He thinks it is likely that the dividend will be maintained, but at an 84% payout ratio, there is a risk that it will not be maintained and reduction of the dividend would cause a drop in the price of the stock.
(A Top Pick July 14, 2017. Down 13%). He sold it at a loss. He thinks it might be OK to buy again but his model tells him to wait a bit longer before buying it back.
(A Top Pick July 14, 2017. Down 13%). He sold it at a loss. He thinks it might be OK to buy again but his model tells him to wait a bit longer before buying it back.
(A Top Pick July 14, 2017. Up 24%). This is a garbage company. It is relatively recession-resistant. He thinks there are still good opportunities for it. He expects it to grow by acquisition. They have tons of free cash flow to support that acquisition program.
(A Top Pick July 14, 2017. Up 24%). This is a garbage company. It is relatively recession-resistant. He thinks there are still good opportunities for it. He expects it to grow by acquisition. They have tons of free cash flow to support that acquisition program.
(A Top Pick July 14, 2017. Up 35%). He sees ongoing opportunity for this infrastructure company, with new technology that can help in maintenance and expansion of roads and bridges.
(A Top Pick July 14, 2017. Up 35%). He sees ongoing opportunity for this infrastructure company, with new technology that can help in maintenance and expansion of roads and bridges.
The stock popped significantly after the approval of online sports betting in the US. It then pulled back a little and has advanced again. There is a lot of optimism for the future of this stock. However, the two analysts that cover the company expect either break even or loss of a penny per share at year end in August 2019. Thus, even though the company is worth more than it was a few months ago, its P/E ratio is extremely high and the actual value of the company is uncertain. (Analysts’ price target is $0.52)
The stock popped significantly after the approval of online sports betting in the US. It then pulled back a little and has advanced again. There is a lot of optimism for the future of this stock. However, the two analysts that cover the company expect either break even or loss of a penny per share at year end in August 2019. Thus, even though the company is worth more than it was a few months ago, its P/E ratio is extremely high and the actual value of the company is uncertain. (Analysts’ price target is $0.52)
GUD acquires drugs (orphan drugs) and redistributes them in Canada through its own distribution channel. It has several competitors. Analysts expect lower earnings this year compared to last year. It trades at 62x forward earnings and pays a lower dividend than you can get from a bond.
GUD acquires drugs (orphan drugs) and redistributes them in Canada through its own distribution channel. It has several competitors. Analysts expect lower earnings this year compared to last year. It trades at 62x forward earnings and pays a lower dividend than you can get from a bond.
Provides breathing masks and other respiratory support services. He expects significant growth and sees it as reasonably priced relative to projected earnings.
Provides breathing masks and other respiratory support services. He expects significant growth and sees it as reasonably priced relative to projected earnings.
The dividend is 10%, and the payout is 84% of trailing cash flow. He prefers to buy stocks that pay less than 75% of their cash flow. Earnings grew significantly last quarter, but estimated earnings decline this year and grow modestly next year. There is an extremely wide spread of earnings estimates, making valuation of the company more challenging. He thinks there are better risk-adjusted returns in other stocks. He thinks it is likely that the dividend will be maintained, but at an 84% payout ratio, there is a risk that it will not be maintained and reduction of the dividend would cause a drop in the price of the stock.