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COMMENT
Canadian REITs? He thinks the trend that is expected is that office space rental will shrink. Lower quality buildings are at risk. Industrial REITs for distribution will likely do well. The bigger, well capitalized offerings will likely do better. When trends become better known, you could look for value in the aftermath of the pandemic.
WATCH
This will be tied to the energy space. They produce technology to reduce field flaring from sour gas. They saw a great uptick in their stock price when the moved from manufacturing the equipment to renting it. He thinks when the gas sector picks up, this will move up quickly. He expects regulation for cleaner technologies will continue to increase. He does not own it -- yet.
oil
gas field services
TOP PICK
He thinks the trend in the space is exciting. They have multiple revenue streams form content, to patents to gaming. It has strong management. It has over $40 million in revenue and are looking to move into the US. This will increase revenues and trading multiples. (No analysts' price target) Yield 0%
computer software
processing
TOP PICK
A previous Past Pick. They sold off today on earnings that just fell short of expectations. They are in the bio-gas space which is being legislated as to how much renewable natural gas needs to be used. They have strong backlogs in orders. An area that has sustainability over the next 5 years or more. Good products and good experience. Yield 0% (Analysts’ price target is $4.89)
INDUSTRIAL PRODUCTS
TOP PICK
They are taking advantage of in-home health care during the pandemic. It trades at about a third of their peers, yet growth has been 20% per year. They focus on an area of the medical space that will get head winds from COVID. It will likely be taken out sometime later this year. Yield 0% (Analysts’ price target is $2.36)
biotechnology
pharmaceutical
