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PAST TOP PICK
(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.
E.T.F.'s
PAST TOP PICK
(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.
INDUSTRIAL PRODUCTS
PAST TOP PICK

(A Top Pick May 08/18, Up 33%) He has been in and out of this one for years. It is volatile because investors think it is economically sensitive. It is a well funded, well managed growth machine. It is a kind of trader's dream. He likes the way they conduct business. They did not lose money in the worst parts of the recession.

merchandising / lodging
DON'T BUY
He used to like it. It is a music service company. They were going to use their cash to purchase radio stations. He thinks radio will go the way of newspapers. It does not interest him. It was a nice stable cash cow and they should have built a growth business.
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COMMENT
This was a big win for him years ago. They were hitting some problems. The back drop should be good because buses are old and replacement demand should be good. But demand for new is shrinking in the industry. He does not like the name particularly now. He feels the dividend is probably okay.
Automotive
COMMENT
He owned the stock years ago. They dry things like food. They are now getting into the marijuana space. It has done very well lately but if they are going to get meaningful contracts, they are going to do well.
Consumer Products
N/A
Small Cap Index. Some companies come through the index and then leave it again. An index for these kinds of names does not work that well. You are better looking at individual names.
Unknown