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Recent Stock Pitches
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Outperform
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OutperformCorrections Corp of America (CXW)
US has largest prison population. Think that will change? Not with guaranteed occupancy, for starters.
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OutperformApple, Inc. (AAPL)
Apple is a great company with a strong swathe of loyal users. As Apple builds new products and platforms they will be able to monetize the users better
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Underperform
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UnderperformJohnson & Johnson (JNJ)
Having owned JNJ since 2005, the rise over the last year leads to a PE that appears historically unsustainable. I view this more as a hedge for slowing economy than a growth stock. I see a pullback for the next 10-12 months to allow the fundamental... More
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OutperformHarmony Gold Mining Co. (ADR) (HMY)
Gold sector bottoming & this company is way under-priced
11/6 trailing/forward PE - PEG 2
2.5% Yield FROM A GOLD MINER
Price/Sales 0.85 - Price/Book 0.39!!!
Yes, I'm excited. -
Outperform
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OutperformArch Capital Group Ltd. (ACGL)
Really well diversified opportunistic insurance company.
The largest percentage line of business is:
21% in Property, energy, marine and aviation.
This is followed by
17% - Professional Liability
15%... More -
OutperformPBF Energy (PBF)
a little too risky for real money, but has significant upside, old refineries and limited resources are the main detractors but they are taking steps to improve profitability.
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Underperform
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Underperform
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Underperform
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OutperformTeck Resources Limited (USA) (TCK)
Oversold, significantly less than book value of $30, price of coal increase in 2014, robust balance sheet.
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UnderperformMyriad Genetics, Inc. (MYGN)
BRCA1/2 testing competition from other companies that will utilize next gen sequencing techniques. Supreme court ruling eliminates Myriad's monopoly
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Underperform
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OutperformNational Oilwell Varco, Inc. (NOV)
Oil prices move up and down but over time more drilling is going to happen and NOV is a one-stop shop for drilling related equipment.
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OutperformUnited Natural Foods,Inc. (UNFI)
Undervalued. Good growth on the top line but I hope they can do better with getting earnings up.
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Outperform
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Outperform
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Outperform



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