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(Past Top Pick, August 16, 2017, Up 31%) He likes the industrials, and companies in secular robotics. Great managers. It's outperforming the sector a lot. There's a chance of a slight pullback. This could lead this space if there's a strong fall.
Trading at 1x book value, and in past bull markets has traded at 3-4x that. Not expensive and he sees a lot of upside in the US market. The US economy is growing and there's a little inflation in the system--tthese are great conditions for BAC. (The US banks underperformed, because they had a great run from Sept. 2017 to Feb. 2018.)
Trading at 1x book value, and in past bull markets has traded at 3-4x that. Not expensive and he sees a lot of upside in the US market. The US economy is growing and there's a little inflation in the system--tthese are great conditions for BAC. (The US banks underperformed, because they had a great run from Sept. 2017 to Feb. 2018.)
Energy is bouncing back. Hess has resources in Mexico, North Sea and Africa (Guyana). They used their free cash flow to develop new resources, They found the largest new oil find in the last 20 years. They could produce a million barrels a day in Guyana by 2025. Great cash flow, and they do share buybacks. Great growth ahead. (1.4% dividend, Analysts' price target: $71.95)
Energy is bouncing back. Hess has resources in Mexico, North Sea and Africa (Guyana). They used their free cash flow to develop new resources, They found the largest new oil find in the last 20 years. They could produce a million barrels a day in Guyana by 2025. Great cash flow, and they do share buybacks. Great growth ahead. (1.4% dividend, Analysts' price target: $71.95)
They have $1.5 trillion in deposits. They're grown their dividend $12% a year over the last 5 years. Capital position equal to 12%, which is more than they need. Expect more dividend growth. They are the gorilla and will only get bigger. (2.7% dividend, Analysts' price target: $122.36)
They have $1.5 trillion in deposits. They're grown their dividend $12% a year over the last 5 years. Capital position equal to 12%, which is more than they need. Expect more dividend growth. They are the gorilla and will only get bigger. (2.7% dividend, Analysts' price target: $122.36)
Two-thirds commercial jets, one-third is defence. They have a giant backlog of planes to deliver. They've grown their dividend 28% a year over the last 5 years. This will beat rising interest rates. Great runway ahead. (1.9% dividend, Analysts' price target: $412.63)
Two-thirds commercial jets, one-third is defence. They have a giant backlog of planes to deliver. They've grown their dividend 28% a year over the last 5 years. This will beat rising interest rates. Great runway ahead. (1.9% dividend, Analysts' price target: $412.63)
He has been watching this bus manufacturer, hoping their EPS would climb back to $3. There is a good order backlog, but he is not sure if it is rising faster than their ability to produce. They have been doing building outside of Canada and he likes the diversification into the US.
He has been watching this bus manufacturer, hoping their EPS would climb back to $3. There is a good order backlog, but he is not sure if it is rising faster than their ability to produce. They have been doing building outside of Canada and he likes the diversification into the US.
These infrastructure companies have become very cheap, because of the poor investment climate for energy. The dividend will continue to grow and the company has not changed. He owns ENB-T for his clients, but would consider holding this. Yield 5%.
These infrastructure companies have become very cheap, because of the poor investment climate for energy. The dividend will continue to grow and the company has not changed. He owns ENB-T for his clients, but would consider holding this. Yield 5%.
(Past Top Pick, August 16, 2017, Up 31%) He likes the industrials, and companies in secular robotics. Great managers. It's outperforming the sector a lot. There's a chance of a slight pullback. This could lead this space if there's a strong fall.