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PAST TOP PICK
(A Top Pick Apr 07/21, Up 23.8%) Company preforming well with rising interest rates. European financial companies presenting value compared to USA/Canadian names. Strong financial metrics. Undervalued share price presenting buying opportunity. Will continue to hold stock and believes stock is good long term hold.
banks
PAST TOP PICK
(A Top Pick Apr 07/21, Down 21.94%) Pandemic and reduced travel very hard on business. Rising fuel costs also affecting business negatively. Believes increasing travel will positively affect business. Travel business will be strong going forward. Continues to hold.
Transportation
BUY
Pandemic, rising inflation and fuel costs have been hard on business. Travel increasing which is good future revenue. Stock price presenting good buying opportunity. Will continue to hold.
department stores
BUY
Believes a good opportunity to buy with share price undervalued. Recent legal problems with resolve themselves. Double digit EPS growth expected. Strong dividend that will rise in the future.
entertainment services
BUY on WEAKNESS
Does not own stock, but low price on stock could present buying opportunity. Thinks there are other companies in the sector that might be better investment. Growth rate not as strong as competitors.
Telecommunications
BUY on WEAKNESS
As economy recovers from pandemic, demand for travel will increase. Believes company to preform well. Rising oil price a concern for the business. Prefers other companies in the sector (Expedia) that do not have capital costs. Current share price is not a good price to buy at.
household goods
COMMENT
Would recommend stock as interest rates increase. Currently trading a good price to buy (geopolitical fear). As economy improves, will be good for business. Good dividend that should increase along with stock buy backs. Good stock to own.
banks