Latest Stock Buy or Sell?

Year to date, 30 stocks are up more than 100% and another 90 stocks are up more than 40%. However, none of the big 5 have gone up by 100%. The 5 top stocks are up because of speculation from better margins, faster sales and earning growths and less debt. The market is probably stretched. The bond yields will probably go higher. Equities are technically overbought. Trading below the 50-day moving average would signal a correction of around 11%.

The correction may last over 1-2 months, but stocks should rise over the course of the year. There is no other alternative because of low yields from bonds. Stocks offer a compelling argument against bonds or short-term money. Looking at price to earnings growth, the big names are still at reasonable levels.

He has participated in two financing in the past month. Their focus is in solar locations on commercial buildings in NYC or in parking lots. The company has changed from just developing and selling the locations to operating them as well. It is a small company with small market cap, but their backlog is huge. Within two years, if all the projects materialize, they have 11 million dollars worth of high recurring revenue. Has good upside potential.

Earnings expectations for the quarter is $1.19 which is a decline of 25% year over year. The banks have reported okay earnings in the recent quarters but there is uncertainty on mortgage default, lending to commercial real estate companies, etc. Overall, estimates have not been shaved a lot. The PE is reasonable based on 2020 earnings.

There is probably still significant upside. They recently closed a contract of 4 million dollars. Their back log is around 82M. The company has very good opportunity, and NA governments are spending money on infrastructure. (Analysts’ price target is $1.20)

The only company that takes gas off garbage dumps and separates the methane gas. There is recurring revenue with their service side business. They are planning on doing more acquisitions. Service is over 40% of the business. Competitors do not offer servicing usually. It is also big on hydrogen. He would be a buyer around $3.75 - $4.00.