Name has been hurt, but think it’s getting its legs. Bottomed out around $22.75, now a nice trend. Resistance around $26.40 and also $30. Sold recent hydro assets for a pretty penny, plus WGL will be a catalyst when it closes. Good risk reward. Really good dividend, expect a bit of volatility ahead. Interest rates really screaming up will hurt it, but probably won't happen. Will probably need to do a secondary financing, which will depress the stock. Going forward, as a yield-focus, you’ll be pretty happy. Has been doing a DRIP. (Analysts’ price target is $28.48.)

Had a good day today, but earnings lately a bit soft. Started taking a position when it was basing in April/May, and held a full position by early June. Market liked that they’re going to focus much more on Latin area expansion. Likely to become a majority shareholder in Dollar City. Increased both their eps guidance for 2019 and 2020, as well as their share buyback allowance. Drug capx marries well with the technical bottom you can see.  (Analysts’ price target is $167.50.)

If we learned anything about tariffs, it is lumber.  STLC-T's pension liability is gone and they have a clean balance sheet.  They have the ability to increase capacity.  They remind him of the lumber debate.  (Analysts’ target: $33.50).

A software provider for commercial real estate portfolios.  They also have a consulting service.  They are migrating more and more clients around the world onto their platform.  There is good organic growth.  (Analysts’ target: $38.78).

They developed a medium sized transit bus that is fuel efficient and last longer.  It has been selling like hot cakes.  If you go to the State of Georgia web site you will find BUS-X have been approved to sell busses to them.  The stock was hammered recently because the stock was overvalued and then busses were delayed.  He thinks you will see a lot of municipalities right size their fleets.  (Analysts’ target: $2.50).

Free trade and tariff discussions has been an overhang on this stock. Makes more and more money and continues to gain market share. Continues to develop technology. Super cheap stock.  2% yield.  Produces a lot of value. (Analysts’ price target is $90.19)

A food infrastructure play.  They produce augers and storage equipment.  Their last quarter saw sales up 30%.  They will be raising prices soon and should be able to protect their margin growth.  Their backlog has grown and he thinks this confirms their growth opportunities.  They are entering international markets, which could increase the likelihood of a take-over.  Yield 4.2%.  (Analysts’ price target is $67.38)

He likes low-MER ETFs and this one is only five basis points. Also, this covers the US mid-caps and not the FANG-dominated NASDAQ or S&P 500, giving you access to parts of the economy that have moved up. The U.S. has some ways to go.