02-05-2020, 02:19 AM
(02-04-2020, 03:35 PM)fenders53 Wrote: Olin OLN. It's a chemicals company that sells ammo and other product to the US GOV and the recreational shooters. They own Winchester but it's a small part of their foray. CFRA has a strong buy opinion on them.
Sounds like an interesting pick, especially with that nice div yield. I'll definitely take a closer look when I have the time.
IIPR definitely deserves a mention here. So far, so good. And I do think it still has a lot of room to run if the business keeps performing like it has during the past year.
MEOH. Swings pretty wildly, for understandable reasons. This is super cyclical, the company looks ok even for a longer term hold, but you really, REALLY, need to pick your entry. (now might not be a horrible time, kinda depends on what happens in China with the virus)
UI. Love it. Love it. Love it. They have their own way of doing things, which leads to ridiculous margins compared to competitors. And apparently their products are both good and cheap, but no first hand experience from that. The long term fundamentals are great but this is not for the faint of heart.
And a bonus for you fenders, because you love things that sound weird.
Sensys Gatso.
Definitely the most speculative one in this post. Trades in Stockholm, Sweden. Totally a microcap stock, not even profitable at the moment. But they are one of the leading names in traffic enforcement technology. (speed cameras, red light cameras, all sorts of funky stuff that sends you a ticket for being a bad person)