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COMMENT
Market Outlook A technical analyst recently suggested the recent pullbacks in markets don't really tell the true story. He focuses on advance-decline lines which suggest the market is doing much better and is actually beginning a new up leg. A lot of stocks hit their lows on Christmas eve -- window dressing and tax loss selling. Oil stocks have only retraced 1/3 of the pull back and he thinks there is more upside to come.
BUY
They use a satellite based system to keep track of airplanes. They also have software to allow fuel efficiency for airlines. They hope for a large expansion in China. A test is ongoing with Boeing and a courier company to detect airplane locations and he expects Boeing will accept the system as standard equipment.
Transportation
COMMENT
The company uses push to talk in transportation vehicles over cell networks. Previously this required a whole bunch of equipment to achieve. They are now working to add 5G to their product offering. They have a very good product and are now getting all the certifications from carriers.
communications
media
RISKY
A pharma company working on a new drug for chronic cough. Early testing has produced good effectiveness and no nasty side effects. Tests should be completed within the year. He believes 60 to 300 patients are being tested. They have great potential. A speculative buy. It may become a takeover target.
biotechnology
pharmaceutical
BUY
Down about 12% today. They put out Q4 sales results and the 2019 outlook. He owned it previously but was stopped out recently. The challenge is that a client has backed out of a large 100 bus order, which ended up going to auction and slowed buying interest in new orders. Buyers can't decide which energy source to use (gasoline, natural gas, electric, etc.), which is complicating the business. He thinks longer term it is oversold right now and is a buy.
Automotive
WEAK BUY
They produce a system that allows for hydrogen injection for diesel engines. They dramatically reduce emissions and improves fuel economy. IF they are able to get the technology working it will be significant. There have been some concerns and are working on a second generation version by June. There are also opportunities in the refrigeration sections of truck transports.
machinery
HOLD
It ranks well for his system, but he does not own it now. They had an increase of sales of 66% and earnings are up 77%. Earnings growth is above 8% for the next two years. A utility based company in the natural gas processing business. It will allow you to sleep well at night with a good dividend.
pipelines
PAST TOP PICK
PAST TOP PICK
(A Top Pick Feb 20/18, Down 18%) Despite a large increase in the price of lumber and strand board, the stock fell. He sold it in July. An analyst thinks lumber stocks are showing good technical signals. If housing rebounds this stock would benefit significantly. He is not convinced yet.
west coast forestry
BUY
They are setup to show where your items are located. A device is powered for long range use and can be solar powered. A recent financing at $0.19 was a good opportunity -- they needed working capital for a large work order backlog. Large carriers could be very interested in this internet based product. Patience will be rewarded and the stock will double.
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