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Market. The Fed has given the market a clear signal that they will not get in the way of the market short term. It rallied 400 points higher yesterday and is going higher today. Don't be afraid of owning stocks. The drop in the S&P was the worst last month for a December. By year-end he thinks we will hit 3000. Earnings drive stocks so an accommodative Fed should ease credit pressure. M&A will happen and stocks can be valued at a higher level with lower interest rates. It will not go up in a straight line in the next 11 months. We face headwinds for earnings, China and the Fed: two out of three have been check marked and it seems like we will get some kind of agreement with China.
Robert LauzonUnknown
BUY ON WEAKNESS
It has characteristics of a defensive nature but grows at double digit earnings each year. There are headwinds in that space. Amazon may be entering the pharmacy business. But people are living longer and will need health care longer. Buy it on dips.
Robert LauzonOwned
medical services
WATCH
He likes it. It is not a large cap. Money flows have primarily been in the large caps for energy. We are just starting to see money flow into the mid-caps. This one has a nice dividend and has been punished. It could still stay lower for longer. Higher commodity prices and getting pipelines built will all help. He likes the fact that it is light oil and has a dividend.
Oil and Gas (Integrated Oils)
BUY
Work Camp Providers. You have to take a long time horizon with it. As LNG becomes a real thing it will benefit them over 3-4 years, trickling in over time. They also do prefab homes. This is a solution for affordable housing. These stocks had a punishment at the end of last year. He thinks they will get back over $2 this year. You could potentially get a doubling in the stock price.
Robert LauzonOwned
Transportation
DON'T BUY
It is a global Telco. Most of their business is in Europe. He would not go to it. T-N has been really beaten up. SCL-T looks good.
Robert LauzonOwned
Telecommunications
PAST TOP PICK
(A Top Pick Jan 10/18, Up 21%) This was the conservative pick. He thought it was oversold and it had a nice run back to where it is. He trimmed a little back and is not as positive on it now. They are going to pool their consumer product divisions with Glaxo. Probably 5-10% return this year.
Robert LauzonOwned
biotechnologypharmaceutical
PAST TOP PICK
(A Top Pick Jan 10/18, Down 37%) It is even cheaper now. They did not do the loan growth he thought they would. Right now it is at about a 30% discount to book value. Right now it is a value trap. You could buy this if China and Europe have turned around.
Robert LauzonOwned
oilgas
PAST TOP PICK
(A Top Pick Jan 10/18, Down 30%) Just at the end of the year it dropped. He thinks this will get back to $12 this year, $14 will require a lot of stars to align. He still likes it and would stick with it.
Robert LauzonOwned
Financial Services
BUY
It owns a diversified suite of assets. It trades at a 30% discount. He likes it. You have to let management surface value with these kinds of conglomerates.
Robert LauzonOwned
Telecommunications
BUY ON WEAKNESS
At the right times when it dips you own it. There is a moat around it. Once you are in there it is your first place to go if you want something. They are entering credit cards in the US. It is growing subscriber bases. They are spending a lot on content, etc. They are a leader on the cloud. You buy the dips on stocks like this.
specialty stores
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