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WEAK BUY
8% yield and valuation-wise they are cheap. They are in a kind of a turnaround situation now. They are now investing more in their own properties as opposed to making investments in outside companies. There is some credibility issue with Management at the moment. Higher risk name for an income name. He thinks that the troubles are behind them. (Analysts’ price target is $21.07)
Financial Services
PAST TOP PICK
(A Top Pick Jan 02/18, Down 6%) Still likes the name. Its was doing much better 3 months ago but the company kind of shot itself on the foot with a secondary offering and passed some shares at the top. There was no dilution but call the top on the transaction. They are doing some nice things. Thematically they are in the right space in terms of demographics.
Consumer Products
BUY
COMMENT
Essentially health care dressing, bandages and things like that. They have a big entrance into the market when they won a big contract in Saudi Arabia but now there are concerns with all the problems with that country. They have a foot on the US side now as well. Revenue is very good. It is high risk as it is a small name.
medical services
BUY
A company that probably went ahead of themselves in terms of investors expectations. The space has been beaten up a lot lately. He prefers NFI Group Inc. (NFI-T) much better in the space that hasn't traded this cheap in the last 5 years. (Analysts’ price target is $1.77)