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They are in a good position because we are in the early stages of the adoption of 5G wireless. They are the clear leader. They have a significant exposure to US defense spending. We are in 3 of a typical 7 year defense spending cycle. It is attractively valued.
(A Top Pick Nov. 21'17, Up 3%) Semiconductor masks, hard disk platters, and health sciences – eye glass lenses and endoscopes. Unfortunately there was a material change that caused him to sell the stock shortly after they recommended it. The FDA is concerned about the sterilization of endoscopes. It is unsure what the market share will be after they have launched.
(A Top Pick Nov. 21'17, Up 3%) Semiconductor masks, hard disk platters, and health sciences – eye glass lenses and endoscopes. Unfortunately there was a material change that caused him to sell the stock shortly after they recommended it. The FDA is concerned about the sterilization of endoscopes. It is unsure what the market share will be after they have launched.
(A Top Pick Nov. 21'17, Up 15%) Humus is one of the faster growing food categories. They also are the 5th largest producers of coffee. He has been in it for over 10 years.
(A Top Pick Nov. 21'17, Up 15%) Humus is one of the faster growing food categories. They also are the 5th largest producers of coffee. He has been in it for over 10 years.
(A Top Pick Nov. 21'17, Down 8%) They make parts for scientific instruments as well as the instruments themselves. They are the only producers of some sensors.
(A Top Pick Nov. 21'17, Down 8%) They make parts for scientific instruments as well as the instruments themselves. They are the only producers of some sensors.
He sold in 2013/14 because cross selling did not work. They were going to increase returns to shareholders and that did not materialize. As a British bank they are in a better position than a European bank. But he does not want to be a British bank because the American markets have access to your capital. He thinks the outperformance of non-Canadian banks is probably over.
He sold in 2013/14 because cross selling did not work. They were going to increase returns to shareholders and that did not materialize. As a British bank they are in a better position than a European bank. But he does not want to be a British bank because the American markets have access to your capital. He thinks the outperformance of non-Canadian banks is probably over.
He does not recommend it. It is an excellent company but he is concerned about the demand for construction equipment. Commodity prices have come off high boil. We are a long way from a decade long run like the 2000s.
He does not recommend it. It is an excellent company but he is concerned about the demand for construction equipment. Commodity prices have come off high boil. We are a long way from a decade long run like the 2000s.
He does not anticipating anything in particular to happen with earnings. They have guided toward higher operating expenditures. Normally they don't spend as much as they guide to. He got out because of declining engagement on their platforms. Core growth is from Instagram. He prefers AMZN-Q because they get a lot of advertizing dollars. He prefers it over GOOGL-Q also.
He does not anticipating anything in particular to happen with earnings. They have guided toward higher operating expenditures. Normally they don't spend as much as they guide to. He got out because of declining engagement on their platforms. Core growth is from Instagram. He prefers AMZN-Q because they get a lot of advertizing dollars. He prefers it over GOOGL-Q also.
They are in a good position because we are in the early stages of the adoption of 5G wireless. They are the clear leader. They have a significant exposure to US defense spending. We are in 3 of a typical 7 year defense spending cycle. It is attractively valued.