Stock Opinions by Don Lato - Stockchase Experts
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Don Lato @

On Stockchase since : Nov 2007

President at Padlock Investment Management

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Stock Opinions by Don Lato - Stockchase Experts

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COMMENT
General Market Comment 

December 21, 2018

Market Outlook Since Q3 the market has been downhill. There is too much uncertainty -- with arrests, indictments, and espionage leading the way. The recent Fed announcement hinted at raising rates next year, causing a 1000 point turnaround. He is not prepared to say the absolute worst is over, but for a long term investor there is great value. It is too late to exit holdings now. Lots of good value in the energy sector with tax loss selling. Hedge fund year end redemptions are also pulling the market down. He feels this could all lead to fresh buying early in the new year.
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Market Outlook Since Q3 the market has been downhill. There is too much uncertainty -- with arrests, indictments, and espionage leading the way. The recent Fed announcement hinted at raising rates next year, causing a 1000 point turnaround. He is not prepared to say the absolute worst is over, but for a long term investor there is great value. It is too late to exit holdings now. Lots of good value in the energy sector with tax loss selling. Hedge fund year end redemptions are also pulling the market down. He feels this could all lead to fresh buying early in the new year.
Unknown
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Don Lato

President, Padlock Investment M...

Price Price
$0.000
Owned Owned
_N/A

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HOLD
This is a good defensive stock -- trading to 52 week highs lately. Tariffs issues don't come into play with this one. It has a decent yield. A nice bump up in subscribers last quarter. A good company at an attractive price.
Cable
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This is a good defensive stock -- trading to 52 week highs lately. Tariffs issues don't come into play with this one. It has a decent yield. A nice bump up in subscribers last quarter. A good company at an attractive price.
Cable
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Don Lato

President, Padlock Investment M...

Price Price
$68.550
Owned Owned
Yes

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HOLD
Hi-Crush Partners LP(HCLP-N) 

December 21, 2018

This frac-sand player is in a sector that has been decimated lately. He will continue to hold this one. Still on schedule to pay a dividend of $0.22 per share early next year. Bringing on a new mine has been easier than people thought, bringing more competition that expected. This could be a prime candidate for a tax-loss selling play. They are still forecasting growth next year.
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This frac-sand player is in a sector that has been decimated lately. He will continue to hold this one. Still on schedule to pay a dividend of $0.22 per share early next year. Bringing on a new mine has been easier than people thought, bringing more competition that expected. This could be a prime candidate for a tax-loss selling play. They are still forecasting growth next year.
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Don Lato

President, Padlock Investment M...

Price Price
$3.280
Owned Owned
Yes

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HOLD
Amazon.com(AMZN-Q) 

December 21, 2018

He would defer any sales until early next year, due to the recent pullback, if one was thinking of taking profit. If the market bounces up, this one will definitely participate. It is not growing profits at 50% annually anymore. He would continue to hold if you already do.
specialty stores
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He would defer any sales until early next year, due to the recent pullback, if one was thinking of taking profit. If the market bounces up, this one will definitely participate. It is not growing profits at 50% annually anymore. He would continue to hold if you already do.
specialty stores
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Don Lato

President, Padlock Investment M...

Price Price
$1377.450
Owned Owned
Unknown

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BUY
Alphabet Inc (C)(GOOG-Q) 

December 21, 2018

It has been a long term holding and he is very positive. It trades 18 times next years earnings, which continue to grow at 20% per year. They still dominate the market. Some of their "other bets" will payoff soon. He would buy this as a long term holding.
Business Services
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It has been a long term holding and he is very positive. It trades 18 times next years earnings, which continue to grow at 20% per year. They still dominate the market. Some of their "other bets" will payoff soon. He would buy this as a long term holding.
Business Services
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Don Lato

President, Padlock Investment M...

Price Price
$979.540
Owned Owned
Yes

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HOLD
Gilead Sciences Inc.(GILD-Q) 

December 21, 2018

He still likes it here and especially at these valuations. The new CEO will be good. They have announced a couple of new joint ventures and it is trading at less than 10 times earnings. Their HEP-C advantage has been declining, but they have growth in their HIV franchise.
biotechnology/pharmaceutical
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He still likes it here and especially at these valuations. The new CEO will be good. They have announced a couple of new joint ventures and it is trading at less than 10 times earnings. Their HEP-C advantage has been declining, but they have growth in their HIV franchise.
biotechnology/pharmaceutical
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Don Lato

President, Padlock Investment M...

Price Price
$62.620
Owned Owned
Unknown

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COMMENT
MEG Energy Corp(MEG-T) 

December 21, 2018

Breaking News The unsolicited offer has been given an exemption by the ASC that avoids having to provide identical consideration to all securities holders. This means MEG will plan to waive its shareholder rights plan, but still plans to reject the offer the Husky. He feels this is an unusual decision by the ASC and MEG, but does not have an opinion on the issues.
oil/gas
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Breaking News The unsolicited offer has been given an exemption by the ASC that avoids having to provide identical consideration to all securities holders. This means MEG will plan to waive its shareholder rights plan, but still plans to reject the offer the Husky. He feels this is an unusual decision by the ASC and MEG, but does not have an opinion on the issues.
oil/gas
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Don Lato

President, Padlock Investment M...

Price Price
$7.430
Owned Owned
_N/A

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COMMENT
Husky Energy(HSE-T) 

December 21, 2018

Breaking News The unsolicited offer has been given an exemption by the ASC that avoids having to provide identical consideration to all securities holders. This means MEG will plan to waive its shareholder rights plan, but still plans to reject the offer the Husky. He feels this is an unusual decision by the ASC and MEG, but does not have an opinion on the issues.
oil/gas
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0 comments
Breaking News The unsolicited offer has been given an exemption by the ASC that avoids having to provide identical consideration to all securities holders. This means MEG will plan to waive its shareholder rights plan, but still plans to reject the offer the Husky. He feels this is an unusual decision by the ASC and MEG, but does not have an opinion on the issues.
oil/gas
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0 comments
Don Lato

President, Padlock Investment M...

Price Price
$13.660
Owned Owned
_N/A

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COMMENT
Great West Lifeco(GWO-T) 

December 21, 2018

General opinion of the sector The insurance group had run up earlier in the year as longer term interest rates were expected to rise. However, as short term rates have risen faster this has taken the wind out of the sails. There is still more upside in rates and with yields of 5%, it is a good long term holding. The MFC-T lawsuit over long term contracts will create uncertainty.
insurance
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General opinion of the sector The insurance group had run up earlier in the year as longer term interest rates were expected to rise. However, as short term rates have risen faster this has taken the wind out of the sails. There is still more upside in rates and with yields of 5%, it is a good long term holding. The MFC-T lawsuit over long term contracts will create uncertainty.
insurance
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Don Lato

President, Padlock Investment M...

Price Price
$27.100
Owned Owned
Unknown

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COMMENT
Manulife Financial(MFC-T) 

December 21, 2018

General opinion of the sector The insurance group had run up earlier in the year as longer term interest rates were expected to rise. However, as short term rates have risen faster this has taken the wind out of the sails. There is still more upside in rates and with yields of 5%, it is a good long term holding. The MFC-T lawsuit over long term contracts will create uncertainty.
insurance
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General opinion of the sector The insurance group had run up earlier in the year as longer term interest rates were expected to rise. However, as short term rates have risen faster this has taken the wind out of the sails. There is still more upside in rates and with yields of 5%, it is a good long term holding. The MFC-T lawsuit over long term contracts will create uncertainty.
insurance
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0 comments
Don Lato

President, Padlock Investment M...

Price Price
$18.620
Owned Owned
Unknown

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COMMENT
General Market Comment 

December 21, 2018

How does a small investor afford GOOG-N? Trading board lots does not make a difference anymore. It all depends on your dollar amount to invest. If GOOG split 100:1, it would not make any difference in his opinion -- it should not dissuade you from investing. Yes, a lower share price might attract more investors. Stay away from stock consolidations -- this is a troubling sign.
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How does a small investor afford GOOG-N? Trading board lots does not make a difference anymore. It all depends on your dollar amount to invest. If GOOG split 100:1, it would not make any difference in his opinion -- it should not dissuade you from investing. Yes, a lower share price might attract more investors. Stay away from stock consolidations -- this is a troubling sign.
Unknown
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Don Lato

President, Padlock Investment M...

Price Price
$0.000
Owned Owned
_N/A

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PAST TOP PICK
(A Top Pick Nov 30/17, Down 37%) The 2018 earnings have kept pace, the valuation multiples have simply collapsed. They trade at 7.3 times EBITDA versus historical levels of 11 times. They still see new store openings, maybe not with the same growth rate. Housing has slowed, which may slow sales. Still a great bet and very cheap. If he had new money, he would be buying.
household goods
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(A Top Pick Nov 30/17, Down 37%) The 2018 earnings have kept pace, the valuation multiples have simply collapsed. They trade at 7.3 times EBITDA versus historical levels of 11 times. They still see new store openings, maybe not with the same growth rate. Housing has slowed, which may slow sales. Still a great bet and very cheap. If he had new money, he would be buying.
household goods
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Don Lato

President, Padlock Investment M...

Price Price
$19.330
Owned Owned
Yes

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PAST TOP PICK
Walgreen Boots Alliance(WBA-Q) 

December 21, 2018

(A Top Pick Nov 30/17, Down 3%) Holding its own given the recent drop in markets in general. Just in the last week it has weaken based on a weak report from GoldmanSachs. They have recently guided earnings in line with market expectations. The European market slowdown is creating headwinds. It trades at less than 10 times earnings and over 2% yield with rising dividends expected next year.
specialty stores
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(A Top Pick Nov 30/17, Down 3%) Holding its own given the recent drop in markets in general. Just in the last week it has weaken based on a weak report from GoldmanSachs. They have recently guided earnings in line with market expectations. The European market slowdown is creating headwinds. It trades at less than 10 times earnings and over 2% yield with rising dividends expected next year.
specialty stores
0 0 0 0 0
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Don Lato

President, Padlock Investment M...

Price Price
$67.260
Owned Owned
Unknown

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PAST TOP PICK
Parex Resources Inc.(PXT-T) 

December 21, 2018

(A Top Pick Nov 30/17, Down 9%) A change in strategy seems to have confused investors. The assets continue to grow and they have had good success with the assets in Colombia. It is as cheap a stock as you can find. This is a table pounding buy.
oil/gas
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(A Top Pick Nov 30/17, Down 9%) A change in strategy seems to have confused investors. The assets continue to grow and they have had good success with the assets in Colombia. It is as cheap a stock as you can find. This is a table pounding buy.
oil/gas
0 0 0 0 0
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Don Lato

President, Padlock Investment M...

Price Price
$15.100
Owned Owned
Yes

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COMMENT
General Market Comment 

December 21, 2018

CAD currency and stock values. If commodity values weaken then our stock index will weaken. This would put pressure on the Canadian dollar. Most of the majors are inter-listed on US exchanges and benefit from re-trading. You would be unwise to buy US stocks right now, due to the weakness in our currency.
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CAD currency and stock values. If commodity values weaken then our stock index will weaken. This would put pressure on the Canadian dollar. Most of the majors are inter-listed on US exchanges and benefit from re-trading. You would be unwise to buy US stocks right now, due to the weakness in our currency.
Unknown
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0 comments
Don Lato

President, Padlock Investment M...

Price Price
$0.000
Owned Owned
_N/A

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