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COMMENT
COMMENT
June 11, 2019
A great company. You've done well if you have owned this for a long time. The combination with Raytheon will raise competition issues. Will this be a meaningful merger; how will it benefit UTX as an industrial company? They should be two separate entities. The merger will reduce organic growth opportunities for UTX. Depending on who the market deems the acquirer, one of these will sell off.
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A great company. You've done well if you have owned this for a long time. The combination with Raytheon will raise competition issues. Will this be a meaningful merger; how will it benefit UTX as an industrial company? They should be two separate entities. The merger will reduce organic growth opportunities for UTX. Depending on who the market deems the acquirer, one of these will sell off.
BUY
BUY
June 11, 2019

They recently did a 500-million Swiss franc buyback that will propel the stock higher. Organic growth is driven by opening new stores, which drives sales. Recovering growth. Also, their Russell Stover brand is recovering in the U.S. World consumption remains strong with growth in markets like China. LISP has more cash than debt in a strong balance sheet. This is a good defensive growth stock in volatile times.

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They recently did a 500-million Swiss franc buyback that will propel the stock higher. Organic growth is driven by opening new stores, which drives sales. Recovering growth. Also, their Russell Stover brand is recovering in the U.S. World consumption remains strong with growth in markets like China. LISP has more cash than debt in a strong balance sheet. This is a good defensive growth stock in volatile times.

BUY
BUY
June 11, 2019
The US just said that all Chinese tech must be just subject to U.S. orders. Whether or not that's true, it's a negotiation tactic. BABA is down a fair bit from its peak. The Chinese government has expressed anti-trust sentiment towards BABA. Still a good company and gives you exposure to e-commerce in the Chinese market despite a rich valuation.
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The US just said that all Chinese tech must be just subject to U.S. orders. Whether or not that's true, it's a negotiation tactic. BABA is down a fair bit from its peak. The Chinese government has expressed anti-trust sentiment towards BABA. Still a good company and gives you exposure to e-commerce in the Chinese market despite a rich valuation.
DON'T BUY
DON'T BUY
June 11, 2019
It's now-smaller company. A good, well-positioned bank, but his concern with the Dutch market are 30-year mortages they offer. So, it's tought for a bank to make money if it takes 30 years to roll-over a mortgage. Near-term this will be fine, because interest rates will be flat. However, there are better European opportunities.
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ING Groep NV (ING-N)
June 11, 2019
It's now-smaller company. A good, well-positioned bank, but his concern with the Dutch market are 30-year mortages they offer. So, it's tought for a bank to make money if it takes 30 years to roll-over a mortgage. Near-term this will be fine, because interest rates will be flat. However, there are better European opportunities.
PAST TOP PICK
PAST TOP PICK
June 11, 2019
(A Top Pick May 11/18, Down 28%) New managment has cut the dividend and restructured, but he sold when it got into SEC trouble. The company will stick around long-term, but it's too messy now. If you bought at the bottom, you've made money.
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(A Top Pick May 11/18, Down 28%) New managment has cut the dividend and restructured, but he sold when it got into SEC trouble. The company will stick around long-term, but it's too messy now. If you bought at the bottom, you've made money.
PAST TOP PICK
PAST TOP PICK
June 11, 2019
(A Top Pick May 11/18, Up 24%) It has good US exposure. Don't expect acquisitions. This will be slow and steady, and the dividend will gradually rise. A good place to be when the interest rate is cut.
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(A Top Pick May 11/18, Up 24%) It has good US exposure. Don't expect acquisitions. This will be slow and steady, and the dividend will gradually rise. A good place to be when the interest rate is cut.
PAST TOP PICK
PAST TOP PICK
June 11, 2019
(A Top Pick May 11/18, Up 8%) They're a global aggregator of infrastructure assets here, Germany and especially the UK where Brexit has hurt the story. They need to do another acquisition. Strong balance sheet boasting dividend growth. Good long-term value.
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(A Top Pick May 11/18, Up 8%) They're a global aggregator of infrastructure assets here, Germany and especially the UK where Brexit has hurt the story. They need to do another acquisition. Strong balance sheet boasting dividend growth. Good long-term value.