They make power in Nicaragua from a Geothermal source. The political problems have hurt the stock. The business is fine, however. They are diversifying geographically and into other assets. He thinks it will do well.

It is a hot space right now. Investors pivot from one hot space to another within an industry. They recently merged with another young company. Together they have a lot of capacity. He expects as a result of this merger to hear about contracts. If so, you will probably do very well.

You have to trust them and let them do their thing. Buy it when it is cheap and hang on to it.

He has made it a top pick and it has not done anything since. They have made some big announcements that prove their technology is good. They are on the platform of several carriers, which is not easy. The market gives them no credit for what they have done. Be patient with it.

It has been so painful. Oil is just so uninvestible. It is such a hot political situation. It is about a 9% yield. You have to wonder about it because the market is quite smart about these things. No one loves it. He is hanging on to it for the yield.

(A Top Pick May 08/18, Down 13%) It was at an all time low at the time. Some of the commodities did well but oil dragged the whole thing down. The thesis is even stronger now. It's an ETF and will not kill you.

(A Top Pick May 08/18, Down 36%) They were doing things to turn things around. They made net income last year and then Trump tariffs killed them. But they said they are going to turn around the tariffs. He is going to look and see if it is time to buy back in.