PAST TOP PICK
(A Top Pick Oct 01/20, Up 14%) Good company that will continue to hold. Fundamental business is great with lots of recurring revenue. Balance sheet very solid. Excellent management team. Will continue buying as shares have recently sold off. Top quality franchise that has sticky business model. Recent dividend increase is also good for share holders.
computer software / processing
BUY
Believes is a good long term investment with a safe dividend. Will see volatility in share price as pandemic eases. Hesitation on senior centers given Covid-19. Demand for services not going away.
other services
BUY on WEAKNESS
Very stable business that has good long term prospects. Long term contracts with recurring revenue. Service is something people always need. Multiples are high, so would wait to buy. Overall, is a good investment.
environmental
BUY
Is positive on energy sector. Good company that has had a turnaround. Return of capital (dividends and buybacks) is good for investors. Overall, is a good business going forward. Believes will be a continued need for fossil fuels.
oil / gas
BUY on WEAKNESS
Believes is a great business. Has strong business model (cemetery and death). Last quarter a tough period for earnings. Is a good time to buy shares on weakness. Lots of room for M&A opportunity.
other services
BUY
Owns shares in the company and believes is a good company for the long term. Has strong business model. Trading at a good valuation after recent market selloff. Will continue to hold shares. Expecting cash flows to rise.
Telecommunications
BUY
Interesting company that has good balance in revenue models. Defense contracts will be valuable in today's uncertain world. Trading at a fair market multiple. Good time for investors to buy. Nature of business means long term payout of business contracts with the government.
Defense