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Signal
Opinion
Expert
HOLD
HOLD
June 13, 2019
They did a good job of getting the private equity guys out of it so there was lots for individual investors. They are gearing up for a better second half.
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They did a good job of getting the private equity guys out of it so there was lots for individual investors. They are gearing up for a better second half.
BUY WEAKNESS
BUY WEAKNESS
June 13, 2019
He has held in the past. It is not very liquid. They paid a number of special dividends and the yield is 4%. You have done quite well and the management team still owns 45%. Maybe this company gets sold at some point.
Show full opinionHide full opinionHe has held in the past. It is not very liquid. They paid a number of special dividends and the yield is 4%. You have done quite well and the management team still owns 45%. Maybe this company gets sold at some point.
DON'T BUY
DON'T BUY
June 13, 2019
He exited this story and is not going back to it because of structural problems. But it has gone up since then.
Show full opinionHide full opinionHe exited this story and is not going back to it because of structural problems. But it has gone up since then.
PAST TOP PICK
PAST TOP PICK
June 13, 2019
(A Top Pick Jun 13/18, Down 3%) He still likes this story. They guided to a much better second half. He likes the management team. About 16.5 times earnings.
Show full opinionHide full opinion(A Top Pick Jun 13/18, Down 3%) He still likes this story. They guided to a much better second half. He likes the management team. About 16.5 times earnings.
PAST TOP PICK
PAST TOP PICK
June 13, 2019
(A Top Pick Jun 13/18, Up 27%) It is hard to make money in these construction companies. They had a good backlog and SNC-T is having trouble bidding on contracts. They are great until they have one of these big write-down's. The company has never looked better.
(A Top Pick Jun 13/18, Up 27%) It is hard to make money in these construction companies. They had a good backlog and SNC-T is having trouble bidding on contracts. They are great until they have one of these big write-down's. The company has never looked better.
PAST TOP PICK
PAST TOP PICK
June 13, 2019
(A Top Pick Jun 13/18, Down 60%) In the last 6 to 8 weeks oil names have been decimated. The management team spent more on acquisitions than people thought. You don’t want doubt when owning any of these companies, so people exited, and now it has ramped back up in production.
Show full opinionHide full opinion(A Top Pick Jun 13/18, Down 60%) In the last 6 to 8 weeks oil names have been decimated. The management team spent more on acquisitions than people thought. You don’t want doubt when owning any of these companies, so people exited, and now it has ramped back up in production.
DON'T BUY
DON'T BUY
June 13, 2019
It hit a 52 week high recently. They used to under promise and over deliver and then after that they kept missing their quarters. You have to pick your spots for these energy names.
Show full opinionHide full opinionIt hit a 52 week high recently. They used to under promise and over deliver and then after that they kept missing their quarters. You have to pick your spots for these energy names.
