PARTIAL BUY

Company too small to hit institutional radar screens. Quality company, but better options in markets. 

BUY

Owns shares in company, ~9% weighting in fund. Company excellent at capital allocation. Very strong free cash flow yields. Company has pledged to return 100% of cash flow to shareholders. Recent weakness in energy markets a good time to buy. 

BUY

Top company in the sector. Even with low natural gas prices, company will be ok. Fixed plus variable dividend very safe and sustainable. Great for income oriented investors. 

DON'T BUY

Dividend is not safe. Company spending too much money on new oil project. Company expecting to use debt to pay dividend. Falling oil prices not good for company. Better options for income oriented investors. 

DON'T BUY

Very well run company. Trading at premium to other energy companies. Safe company with excellent inventory. However, better options out there for investors. 

HOLD

Company spent too much money on recent oil play. Major disaster. Company will have to find a new strategy going forward. NAV = $16/share. Would not recommend investing at this time. Dividend appears safe. 

HOLD

Owns shares in income fund. Good dividend yield at ~9%. Believes dividend is safe. Hedging strategy very strong. Even with low natural gas prices, company will be ok. Trades at premium, but good for income oriented investors. 

BUY

Very good CEO (Rich Kruger). Gifted communicator. Excellent at building culture within company. New projects coming on. Very bullish on company. Would recommend holding. 

COMMENT

He expects a 25 basis point cut in interest rate next week from the Fed. Sure, a 50 could be warranty, but he believes the Fed's decision should be measured in case inflation flares up again, and 50 could trigger panic on the Street. The Street is 50/50 on a 50-point cut, much higher than before.

WATCH

Are showcasing their key drugs next week, but he remains focused on their obesity drug candidate. It's still early in those test results.

BUY

Are levered directly to interest rates, perfect at a time when the Fed is about to ease rates. They report Tuesday.

BUY

They report Wednesday. They just sold their North American yogurt business for $2.1 billion, while their snacks and pet food visions are strong. The stock is a bargain now.

DON'T BUY

They report Thursday. A lot will depend on their Olive Garden business, their largest, and it could surprise, but he much prefers Sweet Green and Cava.

DON'T BUY

They report Thursday. Are a work in progress, and it won't be easy to keep current customers happy while attracting new ones. It could take a while for the CEO to turn things around.

BUY

They report Thursday. Is in a big turnaround, cutting costs and growing revenues. The CEO is pulling it off.