BUY
They do enterprise software. Good management team and get strong consistent return on equity. No debt on balance sheet. Material insider ownership. They issue their quarterly reports, and then you do not hear from the company until the next earnings release. Good company.
BUY
Great management team. They make sandwiches. They have been great at acquisitions. Recently they have made some large acquisitions. Margins have slipped a bit. Their acquisition pipeline is still large. They haven't traded this cheap for a long time.
DON'T BUY
He does not cover the marijuana sector specifically but he does follow the sector. Generally, their revenues have been coming in far below guidance. They are priced on very high expectations. Need to be careful in this space. He expects there could be a lot more volatility.
BUY
The shut down of Toys-R-Us created some disruption in this business. Paw Patrol still seems to be the big toy. This is a solid name and very well run. They have diversified their offering. Patience will be required in the short term.
TOP PICK
They are flight simulators and training. This name has great momentum. They are hitting 52 week highs and all time highs. 60% of business is from services which tends to be recurring business. Yield = 1.35% (Analysts’ price target is $30.13)
TOP PICK
Unbranded clothing manufacturer. They have opened up a new facility. They have consolidated operations which should drive margins higher. They generate a lot of free cashflow. They have been buying back shares and increasing the dividend. Having success with the direct to consumer piece. Yield = 1.51% (Analysts’ price target is $47.26)
TOP PICK
They are in the funeral business. They are buying smaller cemeteries and having success in the US. Generally is a slow growth name but are ramping up the growth by buying up companies. Is a defensive name. Yield = 1.66% (Analysts’ price target is $30.94)
PAST TOP PICK
(A Top Pick Mar 01/18, Down 28%) Has pulled back with the growth concerns in the US. A name you have to be patient with. Fundamentally is a strong company, 5% yield, 50% payout ratio. They have been buying back shares and raising their dividend. It likely won't do a lot until people are more comfortable with the economic growth.