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WATCH
A longtime great performer. They continue to do acquisitions well. He's up 30-40%. Current levels are reasonable. But under the new CEO they are taking on a lot of debt as they aquire, which is a concern. He wants to see more debt repayment. Dividend will continue to rise. Definitely watch this.
computer software
processing
DON'T BUY
In current global trade tensions, all logistics companies have sold off. But long-term, they are good investments; they act as proxies for the underlying economy. They reflect movement of goods, so a good space long-term. He's not too current on XPO though. It's a capital-intensive business, with good and bad periods to own. It has sold off recently. Look elsewhere like AT&T.
Transportation
COMMENT
U.S. banks have sold off because the net interest margin has compressed. Even if interest rates rise, there'll be a drag, because this compression continues. MS is a well-run bank long-term, and current levels are attractive. But he prefers other US banks like BAC which has a more diversified footprint than MS.
investment companies
funds
BUY
CHINA MOBILE VS. CHINA UNICOM When Alibaba and TenCent sell-off, China investors seek a safe haven in this these. Mobile has had a good run lately because and have committed to a progressive dividend yield. It's the biggest phone company in the world and will still grow. It has more cash than debt, only one of two telecoms in the world in this situation. Unicom is not a competitive threat to Mobile, because it's too small. For growth/upside, both are good. For dividend, buy Mobile.
Telecommunications
COMMENT
CHINA MOBILE VS. CHINA UNICOM When Alibaba and TenCent sell-off, China investors seek a safe haven in this these. Mobile has had a good run lately because and have committed to a progressive dividend yield. It's the biggest phone company in the world and will still grow. It has more cash than debt, only one of two telecoms in the world in this situation. Unicom is not a competitive threat to Mobile, because it's too small. For growth/upside, both are good. For dividend, buy Mobile.
telephone utilities
TOP PICK
An industrial gas company supplying oil refineries and hospitals, for example. It's one of three (formerly four) global giants in this space. It's the #2 company in the world with a near-monopoly. Good total return over several years. Pays a growing dividend and has benefitted from a major US acquisition. (Analysts’ price target is $115.07)
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