CFGW
COMMUTY FINCL GRP WASH
stock OTC

* AZZ- Metal coatings biz with good history and expansion projects. Reports tonight...fingers crossed.
* BAND - Low cost CPaaS competitor to Twilio
* COF - Discover and Capitol One alliance will be big IMO
* CFGW - Only down because of a Mexican regulatory issue last quarter which was fixed. Has a current buyout offer higher than the trading price. Any day now the board should announce if the offer was accepted.
* DOCN - Great cloud provider with good CFO growth.
* EMN - I like their growth potential with the plastic recycling projects.
* EXP - Not just a cement company...but they do wallboards as well...terrific pipeline of expansions in the works.
* GFL - I actually like better than WM...I think they can grow faster.
* HRI - Good cash flows...think they should do well once they integrate their previous mergers and focus on their balance sheet.
* LIMAF - Good cash growth (Canadian Telehandler producer)
* LWAY - Fell on technical reasons...because they rejected a greedy lowball take-over from Dannon...great growth prospects...their ramping up their Wisconsin Keefer factory currently and I think their future is bright.
* SFM - Company is a steal...fell IMO mostly on technical factors but should still grow strong (natural foods grocery). They're much cheaper than Whole Foods.
* SN - Innovative products...I think their recent dip is mostly based on technicals and not fundamentals. They're certainly on sale if you want to buy them now.
* TGT - Decent chance they get acquired. Cash flows are surprisingly strong and many new stores are being opened. IMO earnings fell because of their price cuts and Trump tariffs which the Supreme Court will roll back. Most analysts don't understand this company.
* VLTO - Expensive but great stock that focus on water cleanup. They're kind of new so they're a bit flying under the radar.
* WTTR - Permian is about to boom with new midstream capacity...they will need more fracking water which WTTR specializes in.
* WWW - They skyrocketed after terrific earnings...but fell after a strong showing by Nike. IMO this is still a great company with good leadership.

* AZZ- Metal coatings biz with good history and expansion projects. Reports tonight...fingers crossed.
* BAND - Low cost CPaaS competitor to Twilio
* COF - Discover and Capitol One alliance will be big IMO
* CFGW - Only down because of a Mexican regulatory issue last quarter which was fixed. Has a current buyout offer higher than the trading price. Any day now the board should announce if the offer was accepted.
* DOCN - Great cloud provider with good CFO growth.
* EMN - I like their growth potential with the plastic recycling projects.
* EXP - Not just a cement company...but they do wallboards as well...terrific pipeline of expansions in the works.
* GFL - I actually like better than WM...I think they can grow faster.
* HRI - Good cash flows...think they should do well once they integrate their previous mergers and focus on their balance sheet.
* LIMAF - Good cash growth (Canadian Telehandler producer)
* LWAY - Fell on technical reasons...because they rejected a greedy lowball take-over from Dannon...great growth prospects...their ramping up their Wisconsin Keefer factory currently and I think their future is bright.
* SFM - Company is a steal...fell IMO mostly on technical factors but should still grow strong (natural foods grocery). They're much cheaper than Whole Foods.
* SN - Innovative products...I think their recent dip is mostly based on technicals and not fundamentals. They're certainly on sale if you want to buy them now.
* TGT - Decent chance they get acquired. Cash flows are surprisingly strong and many new stores are being opened. IMO earnings fell because of their price cuts and Trump tariffs which the Supreme Court will roll back. Most analysts don't understand this company.
* VLTO - Expensive but great stock that focus on water cleanup. They're kind of new so they're a bit flying under the radar.
* WTTR - Permian is about to boom with new midstream capacity...they will need more fracking water which WTTR specializes in.
* WWW - They skyrocketed after terrific earnings...but fell after a strong showing by Nike. IMO this is still a great company with good leadership.