Advertising
COMMENT
Believes bull market will continue despite global market volatility. Expecting market uncertainty with tightening US Federal reserve policy, inflation & supply chain issues. Second half of the year will present buying opportunities.
Unknown
COMMENT
Likes energy, materials and REITs - will preform well during inflationary environment. Inflation cycles will affect energy companies particularly well. Investors should look at companies that have pricing power with high inflation. The rising tide will not lift all boats in this market.
Unknown
TOP PICK
Great way to play the commercial real estate market in over 60 countries. Will continue to grow into a large cap company. Covers wide range of commercial real estate markets. Believes is a long term, quality company. Double digit earnings that will continue. Clean balance sheet, strong financials and strong management team. Lower share price lately is presenting good buying opportunity.
0
TOP PICK
Very difficult to get construction equipment given supply chain disruptions - creating opportunity for business. Back -log at record high with improving margins and strong earnings/revenue. Pristine balance sheet with no debt and net cash. Likely will see company increase M&A activity. Strong management team with good track record of capital allocation.
machinery
TOP PICK
Believes energy industry very strong at the moment. Company is well positioned with natural gas and oil weighting. Aggressive drilling program this year will see further growth in production. Sell majority of product to USA, which has strong natural gas prices. Expecting cash flow to increase. Very little debt will result in capital being returned to share holders.
oil / gas
PAST TOP PICK
(A Top Pick Aug 10/20, Down 0.19%) Resurgence in energy industry after pandemic has created bull energy market. Will continue to hold shares, as believes company will benefit from increase activity in energy market. Strong company that is well managed. Good balance sheet.
oil / gas field services
PAST TOP PICK
(A Top Pick Aug 10/20, Up 176.22%) Good performance of stock, a reflection of excellent business and management team. Hot housing market has resulted in strong earnings (lots of people moving required storage in-between houses). Company has good revenue management plan. Inflation helping company as agreement length not too long (can raise prices). Expects company to grow through M & A.
Transportation