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BUY
Waste gas is not flared off but used for something useful. There had been a regulatory issue in Colorado and he thinks this has passed. It is well managed.
oil / gas field services
BUY
A fairly new company but the assets are not new. They are in Europe. They have been growing hemp for years. They are a seed-to-shelf business. It is under-followed. He likes it a lot. As the name becomes better known and understood, the valuation gap should close, especially as they deliver.
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HOLD
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.
INDUSTRIAL PRODUCTS
BUY
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.
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BUY on WEAKNESS
You have to trust them and let them do their thing. Buy it when it is cheap and hang on to it.
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BUY
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.
communications / media
HOLD
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.
oil / gas