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COMMENT
Market Outlook He thinks we are into the correction part of "sell in May and go away". He is watching long term bond yields, if 10 year yields drop below 2.35% it is a sign that investors are heading for the exits. A break down could take the yield down to 2.00% -- a big boom for bond holders.
Robert McWhirterUnknown
BUY
Q1 earnings were good. He sees 20% organic growth. There has been a pick up in business with China -- finally. He sees additional contacts there. He has bought this in the past two weeks. It offers real time GPS locations for aircraft.
Robert McWhirterOwned
Transportation
BUY
His second largest personal holding. They will report earnings May 28. They have a backlog of $74 million for work. Sales are expected to be $45 million in 2019 -- almost double last year. They think $160 million of additional sales are within reach. Targets for share prices are $2.00-$2.20 he says. They extract methane from garbage plants.
Robert McWhirterOwned
INDUSTRIAL PRODUCTS
DON'T BUY
Corporate debt level? Companies need working capital to grow. Shareholders want to participate as much as possible, so they prefer the company to use debt. Too much debt can be challenging for cyclical stocks. CLR-T debt service is challenging. With sales growth expected to be lower next year, it too is challenging. Net debt to equity has improved to D+ in his grading. A stretched balance sheet with 2.6 times debt-equity. They seem to have strapped on a lot of debt. He thinks there are better opportunities.
Financial Services
DON'T BUY
It ranks about 333 on his list -- about mid-point. A decent dividend. They are paying out 67% of cash flow. Year over year cash flow is up 84%.
Sales are looking good as well. It should have predictable cash flows going forward -- although cash flow has not been positive for some while.
Yield 4.84%
other services
PAST TOP PICK
(A Top Pick May 18/18, Down 19%) He still sees good opportunity going forward. He owns this personally as well. Yield 2.2%
Robert McWhirterOwned
Transportation
PAST TOP PICK
(A Top Pick May 18/18, Up 34%) Garbage is a growing business. He owns it personally as well. Seems to be a lot of acquisitions in the space and he sees opportunity going forward.
Robert McWhirterOwned
Transportation & Environmental Services
BUY
Rolling out 5G technology using antennas. Earnings are expected to be small relative to the share price -- a high PE ratio today. However, growth in earnings will drop this back towards 12. 2020 should be the year for traction. More upside to come.
Robert McWhirterOwned
0
WAIT
Maker of in-home elevators and lifts. Acquisitions make up a large part of what they do. Recent earnings were pretty good and analysts generally favour it. Sales were up 50%, but earnings were down. For that reason he is not holding it. He thinks they will eventually get back on track.
other services
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