A board to discuss contrarian/value sectors and stocks -
Calavo Growers (CVGW) - Markets and distributes avocados (1.5 Bil, 1.2%) ------- (Agro)
Hain Celestial (HAIN) - Natural foods (3 Bil) ----------------------------------------------- (Consumer)
J+J Snack Foods (JJSF) - Snack foods (3 Bil, 1.4%) ------------------------------------(Consumer)
Stericycle (SRCL) - Medical waste (5 Bil) --------------------------------------------------- (Services)
Cannabis Sector
Gartner (IT) - Independent IT research and analysis (11 Bil) -------------------------------- (Services)
General Electric (GE) - Industrial conglomerate (175 Bil) ----------------------------------- (Industrial)
Healthcare Services (HCSG) - Laundry + maint to h.care facil, dietary svcs (1.9 Bil)(Healthcare)
Ingredion (INGR) - Food ingredients (6 Bil, 1.4%) ----------------------------- (Consumer)
Chevron (CVX) - Oil, gas, chemicals, mining, power generation (193 Bil) ---------------- (Energy)
IBM (IBM) - Diversified computer systems and services, cloud computing ------------ (Technology)
Kraft Heinz (KHC) - (9 Bil, 5.1%) Packaged food ---------------------------------------------- (Consumer)
New Jersey Resources (NJR) - Natural gas utility (4 Bil, 2.6%) -----------------------------(Utilities)
Raytheon Technologies (RTX) - Defense, aerospace
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General Electric (GE) - Industrial conglomerate (175 Bil)
Innovation Pharmaceuticals (IPIX) - Cancer, antibiotics, inflammatory (Polymedix, Cellceutix)
Reed's (REED) - Natural beverages (61 mil)
Teva (TEVA) - Generics, other (11 Bil)
Acadia Healthcare (ACHC) - Behavioral healthcare services (4.3 Bil)
Altria (MO)
Anheuser Busch Inbev (BUD)
British American Tobacco (BTI)
B&G Foods (BGS)
Crown Crafts (CRWS)
Kellogg (K)
Kimco Realty (KIM) - Retail REIT
Kinder Morgan (KMI) - Oil + gas pipelines (50 Bil)
Phillip Morris (PM) - Tobacco products
Bausch Health (BHC) (formerly Valeant, ICN)
Maiden Holdings (MHLD) - Insurance (1.0 Bil) (Bermuda) -------------------------- 7.67%
Owens & Minor (OMI) - Distributor of medical and surgical supplies (2 Bil) ------- 6.94%
United Natural Foods (UNFI)
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METALS + MINING -
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Gold Miners ETF (GDX)
Junior Gold Miners ETF (GDXJ)
Rare Earth / Strategic Metals ETF (REMX)
Global X Silver Miners ETF (SIL)
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OIL + ENERGY -
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Fidelity Energy ETF
Vanguard Energy ETF (VDE)
i Shares Energy ETF (IYE)
SPDR Energy ETF (XLE)
iShares - US Oil Equipment and Services (IEZ)
iShares - US Oil + Gas Exploration and Production (IEO)
SPDR S&P Oil & Gas Exploration & Production ETF (XOP) (exp - 0.35%)
VanEck Vectors Oil Services ETF (OIH) (exp - 0.35%)
AGRO -
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Global X Fertilizer/Potash ETF (SOIL)
Agro ETF (DBA)
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MISC -
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Cannabis ETF - ETFMG Alternative Harvest (MJ)
Horizons Marijuana Life Science Index (HMLSF)
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ACQUIRED -
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Allergan (AGN) - Medical aesthetics, biosimilars, OTC products (2019 by AbbVie)
DaVita (DVA) - Dialysis services (2019 by United Health Group)
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