PAST TOP PICK
(A Top Pick Jun 01/18, Up 27%) It was so cheap this summer. The big news is that they have closed the AETNA acquisition and he thinks there is still room to move higher. The trend to lowering health care costs is possible and this is the combination to take advantage. He thinks it will trade over $100 next year.
PAST TOP PICK
(A Top Pick Jun 01/18, Down 31%) This is a high-quality coming that was improving itself. The heavy oil differentials will likely close towards normal levels soon. They are moving more oil by rail and at today’s price it is still a bargain.
PAST TOP PICK
(A Top Pick Jun 01/18, Down 3%) He still likes this one as it trades less than 10 times earnings and has a good dividend. Their fair value is near $40. Yield 2%