We ended 2018 on a sour note in the markets, but the calendar allows for a fresh start and a chance to reconsider things. We have shared 11 Roundtables featuring over 90 of our Marketplace authors talking about how they’re considering 2019. You can find the full list at the bottom of this article.
We wrap up that review and preview with the compilation of our author’s best ideas for 2019. In 2018, of the 68 ideas shared, the top idea was from EnerTuition, who picked long AMD (AMD), which turned in a 80% profit. What will be a good idea for your portfolio this year? As always, you need to do your own due diligence – the site motto is Read. Decide. Invest after all – but we hope these ideas give you a place to start your research. Let’s do it:
SA: What is one of your best ideas for 2019, and what is the story? Small-Cap
Darren McCammon, author of Cash Flow Kingdom: Archrock (AROC) is a company that leases natural gas compressors to energy production and pipeline firms in North America. These compressors are the backbone of natural gas transport. North American natural gas volumes being transported continues to rise as worldwide demand for this relatively clean burning energy source undergoes a multi-decade increase. Archrock benefits from this. Archrock also benefits from having a lower cost of capital than its two primary competitors USA Compression (USAC) and CSI Compressco (CCLP). Despite these attractive attributes, investors can get a cheaper price (based on EV/EBITDA multiple), and a higher implied growth rate on AROC than its competition. The primary reason for this is AROC pays out a lower dividend, instead keeping more of its cash flow to internally fund future growth and or pay down debt. So, you