China impacts? A neutral valuation for him. Trades at 14 times earnings. Lots of room to improve the yield going forward. Just not compelling right now. Issues with China may result in slightly higher prices. (Analysts’ price target is $170.31)

They have consistently grown their yield. It operates in an oligopoly. It has been right sizing some of their businesses. A rate decrease will hurt their earnings. Not the cheapest in the space. Yield 4.85%

He would prefer HBM-T. The trend is not your friend with TV-T. The danger is that it can be left for dead and continue to get cheaper without anyone stepping in. HBM-T follows the trend in copper and is trading at under book value.

He would prefer HBM-T. The trend is not your friend with TV-T. The danger is that it can be left for dead and continue to get cheaper without anyone stepping in. HBM-T follows the trend in copper and is trading at under book value.

A more levered up energy company. It has become historically cheap. Trades at 0.4 times book. He needs to see price momentum turn before getting in.

Okay price valuation trading at 13 times earnings and a fair amount of debt. ROE only 11%. Neutral to him.

Had beaten earnings strongly recently. It now has price momentum. It still holds a lot of debt. It has a low ROE. Not one he would own. (Analysts’ price target is $11.38)