LOTM is in the early stages of beginning to accumulate longer-term positions in these names.
- Two Payment companies, very out of favor that dominate Brazil online payments business in PagSeguro and StoneCo.
- A strong player in the healthcare data analytics / payment business in Signify Health.
- An emerging company positioned in the Genetics field, Pacific Biosciences of California, Inc.
- The industry leader in Natural Gas in the USA now making a strong move into Liquified Natura; Gas for export in EQT Corp.
Our goal is to accumulate longer term and build growing share positions in these names. Consider them the next generation of growers to doubles or more. Whether we stay with them or trade them depends on their fundamental developments as companies more than the technical action of the stock. Do your due diligence to see if they fit within your goals.
We will have more to say in future writings.
LOTM Research & Consulting Service
* An account related to LOTM holds a position in this security.
Neither LOTM nor Tom Linzmeier is a Registered Investment Advisor.
Please refer to our web site for full disclosure at www.LivingOffTheMarket.com ZTA Capital Group, Inc.
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