TOP PICK

Leading tech company in travel tech space. Part of US small cap portfolio. Has a relatively small weighting - so investors should be aware of risk in small cap companies. Able to generate high margins due to low capital requirements. Demand for travel continues to improve after pandemic. Trading 10x earnings, and 5x EBITDA. Geopolitical risk in Brazil, but overall a strong company. Will continue to own. 

TOP PICK

Long term holding. Control and produce ~8% of world copper production. Expecting higher demand of copper with greening/electrification of economy. Would not be surprised in 2x demand of copper. Excellent balance sheet with strong revenue stream. Every 10 cent move in price of copper equates to ~400MM in cash flow. 

TOP PICK

Excellent company that continues to improve. Internal combustion engine demand has remained strong - even with electrification demands. Margins are profits remain strong. Weak valuation presenting a lot of opportunity for investors at this price. Excellent stock buyback program, and capital allocation. 

PAST TOP PICK
(A Top Pick Aug 17/23, Down 2%)

Has sold shares in company. Not growing fast enough. Better opportunities for investors. 

PAST TOP PICK
(A Top Pick Aug 17/23, Up 33%)

Owns shares in company. Pharmaceutical distribution - very profitable. Recent share price dip, a good time to buy. Earnings expected to grow. Ability to generate strong margins within the sector. Will continue to hold. 

PAST TOP PICK
(A Top Pick Aug 17/23, Up 66%)

Excellent company. Strong future ahead - just scratching surface on technology. Software highly lucrative. Excellent network with 100MM users. Expecting large amounts of growth ahead. Self-driving also seeing major growth. Will continue to hold. 

DON'T BUY

Currently in a tough spot right now. Strong competition from Netflix etc. Direct to consumer segment suffering. Cash flow is down. Content expensive to create. Would not recommend investing at this time. Better options for investors out there. 

BUY

Great time to buy with weak share price valuation. Moving into A.I. tech which has a lot of potential. Company turning the corner on outlook. Very strong future, and is a hidden gem. Not much downside on valuation, with a lot of upside. 

BUY

Ability go generate revenues very strong. Technology widely used across the globe. Very high margins and ability to generate revenues. Move to digital payments also good for the business. Very strong "moat" with brand name, and tech stack. Consumers appear to still be strong. Would recommend holding for the long term. 

DON'T BUY

Debt levels are very high at the moment (~$15 billion). Capital allocation has not been very strong. Too many new CEO's lately. Would not recommend investing at this time. Better options for investors out there. 

SELL ON STRENGTH

Watch closely - commodity product can be difficult to sustain gains.  Would sell on strength - keep portfolio weight appropriate. Very high valuation also a concern. 

DON'T BUY

Has been missing on financial objectives for a long time. Market growing tired of poor performance. Would not recommend investing at this time. Better options for investors out there. 

BUY ON WEAKNESS

Company has a corner on the weight loss franchise, but this advantage wont last forever. Valuation very high - too high to buy right now (~50x earnings). Strong brand, and R&D department, but valuation too high. Better options in the market right now. 

BUY

Owns shares in company, and will continue to hold. Very strong financials, company consistently demonstrates strong returns. Good for long term investors. 

BUY

Owns shares in the company, and will continue to hold. Very strong R&D department. Lots of excellent patents that have a long runway. Good brand name with consumers. Excellent financial results. Would recommend for the long term investor.