AROC - My Top Ideas For 2019
For my Top Pick in 2019 instead of a particular stock, I decided to choose a theme. That theme being the secular growth in worldwide production, transport, and usage of natural gas. In order to best capture this theme, I further decided to go with a mini portfolio of different stocks. This portfolio has a number of interesting characteristics, among them a dividend over 8% and solid growth prospects. Growth that should last not just a year, but rather for a decade or more. This growth is driven by a combination of improved technology-fracking,