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BUY
Essentially a water sterilization company for hospitals and dental offices. Their latest acquisition was to double down in dental. Right now, it's in the $69 and value is there. It's grown dividends by 20% per year.
medical services
PAST TOP PICK
(A Top Pick Oct 12/18, Up 2%) They have come back to levels before the China war. China is only 1/3 of the business' revenue. They also have business in India and US for water purification, heating, and others. This company continues to be working in the water purification sector. They raised dividends by 9%. This will depend on how the US-China trade war wraps up.
misc industrial products
PAST TOP PICK
(A Top Pick Oct 12/18, Up 25%) They've been able to raise prices in the last year. They are a high quality re-insurer. The opioid crisis is the only concern. It's still a buy and he continues to buy it.
insurance
PAST TOP PICK
(A Top Pick Oct 12/18, Up 34%) Profits from aging population. They have sterile equipment. It will continue to do well. Medical sectors as a whole had a great year.
medical services
DON'T BUY
Despite the fact that numbers may look good, the ethics of the firm and future liabilities of congress hearing is a risk. He would avoid it right now.
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DON'T BUY
An ethical issue with all the anti-money laundering issues in Russian and eastern European countries. They aren't growing revenues to offset costs. There are other European banks that are clean with a much higher rate. There are also negative interest rates in Europe right now so it's difficult for them to grow business.
investment companies / funds
COMMENT
The dividend hasn't risen that much. They've made progress in their offshore wind project, as well as a project in Mexico. Their Q2 results were the same as results from a year ago. They need to keep growing to pay down debt and pay dividends.
Utilities