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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Don Lato Latest Top Picks...

Stock Opinions by Don Lato - Stockchase Experts

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DON'T BUY
Shopify Inc.(SHOP-T) 

March 13, 2019

A great business with lots of new customers. He's a Growth at a Reasonable Price investor (GARP), so he can't justify buying it now at this price. Sure, it may hit $300 later this year, but it doesn't fit his strategy.
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A great business with lots of new customers. He's a Growth at a Reasonable Price investor (GARP), so he can't justify buying it now at this price. Sure, it may hit $300 later this year, but it doesn't fit his strategy.
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Don Lato

President, Padlock Investment M...

Price Price
$273.380
Owned Owned
No

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BUY
Visa Inc.(V-N) 

March 13, 2019

Visa vs. Mastercard He's owned both for 10 years. Now, Visa is slightly cheaper, but neither are cheap. 24x earnings for both. But growth is also high in the high-teens. PEG ratio is 1.3 for both. You can't go wrong with either.
other services
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Visa vs. Mastercard He's owned both for 10 years. Now, Visa is slightly cheaper, but neither are cheap. 24x earnings for both. But growth is also high in the high-teens. PEG ratio is 1.3 for both. You can't go wrong with either.
other services
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Don Lato

President, Padlock Investment M...

Price Price
$152.470
Owned Owned
Yes

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COMMENT
Hewlett-Packard Co(HPQ-N) 

March 13, 2019

He doesn't follow this closely, but it's in a strong sector. HP probably suffered an earnings decline recently. He owns Apple and Google instead--he'd rather bet on tech here. Nothing wrong with HP though, but it's not as strong as these two.
electrical/electronic
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He doesn't follow this closely, but it's in a strong sector. HP probably suffered an earnings decline recently. He owns Apple and Google instead--he'd rather bet on tech here. Nothing wrong with HP though, but it's not as strong as these two.
electrical/electronic
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Don Lato

President, Padlock Investment M...

Price Price
$19.610
Owned Owned
No

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BUY
Mastercard Inc.(MA-N) 

March 13, 2019

Visa vs. Mastercard He's owned both for 10 years. Now, Visa is slightly cheaper, but neither are cheap. 24x earnings for both. But growth is also high in the high-teens. PEG ratio is 1.3 for both. You can't go wrong with either.
other services
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Visa vs. Mastercard He's owned both for 10 years. Now, Visa is slightly cheaper, but neither are cheap. 24x earnings for both. But growth is also high in the high-teens. PEG ratio is 1.3 for both. You can't go wrong with either.
other services
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Don Lato

President, Padlock Investment M...

Price Price
$228.500
Owned Owned
Yes

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WEAK BUY
Netflix Inc.(NFLX-Q) 

March 13, 2019

Growth prospects despite huge PE? Yes it does, but it is trading at 88x this year's earnings. This doesn't work for his portfolio and he subscribes to Netflix himself. A great business model with huge retention, but they're facing competition with Amazon Prime, Google/Youtube and soon Apple. At least you'll get revenue increases when they continue to raise rates. It's rebounded the most in the FAANGs since Xmas Eve.
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Growth prospects despite huge PE? Yes it does, but it is trading at 88x this year's earnings. This doesn't work for his portfolio and he subscribes to Netflix himself. A great business model with huge retention, but they're facing competition with Amazon Prime, Google/Youtube and soon Apple. At least you'll get revenue increases when they continue to raise rates. It's rebounded the most in the FAANGs since Xmas Eve.
Unknown
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Don Lato

President, Padlock Investment M...

Price Price
$361.210
Owned Owned
Yes

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COMMENT
BCE Inc.(BCE-T) 

March 13, 2019

Sell now at $59 after buying at $50? Smart to buy during the Xmas pullback. The telcos are fairly valued now, so you can hold onto this and collect the good 5.3% yield. Internet demand won't diminish. Don't be anxious to sell it, but if you're a trader, sell.
telephone utilities
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Sell now at $59 after buying at $50? Smart to buy during the Xmas pullback. The telcos are fairly valued now, so you can hold onto this and collect the good 5.3% yield. Internet demand won't diminish. Don't be anxious to sell it, but if you're a trader, sell.
telephone utilities
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Don Lato

President, Padlock Investment M...

Price Price
$59.590
Owned Owned
Unknown

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TOP PICK
The company is well known in the southern US but unknown in the north and abroad. They started by inventing a super cooler and has diversified into outdoor drinkware and other outdoor products. It has a great online presence. It became public in the fall at $18 and has done very well. Mutiple isn't dirt cheap at 20x earnings. Has huge growth potential. (Analysts’ price target is $28.40)
Consumer Products
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The company is well known in the southern US but unknown in the north and abroad. They started by inventing a super cooler and has diversified into outdoor drinkware and other outdoor products. It has a great online presence. It became public in the fall at $18 and has done very well. Mutiple isn't dirt cheap at 20x earnings. Has huge growth potential. (Analysts’ price target is $28.40)
Consumer Products
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Don Lato

President, Padlock Investment M...

Price Price
$0.000
Owned Owned
Yes

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TOP PICK
It's one of the few remaining income funds. They've paid $1.20 dividend since 2007, monthly. They had a tough 2018 with issues in a subdivision. They have a payout ratio of 62-90%. Pays a secure 12% dividend. Their strong management can turn things around. (Analysts’ price target is $12.38)
investment companies/funds
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It's one of the few remaining income funds. They've paid $1.20 dividend since 2007, monthly. They had a tough 2018 with issues in a subdivision. They have a payout ratio of 62-90%. Pays a secure 12% dividend. Their strong management can turn things around. (Analysts’ price target is $12.38)
investment companies/funds
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Don Lato

President, Padlock Investment M...

Price Price
$9.680
Owned Owned
Yes

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TOP PICK
It's suffered the double-whammy of eliminating drug pricing talk by politicians in the U.S. and fears of Amazon getting into the pharma space. WBA has increased its dividend 43 years in a row and expect one in June. Trades at lower than 10x earnings. He thinks pricing fears are overblown. Targets this in the mid-$70s within 12 months. (Analysts’ price target is $74.35)
specialty stores
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It's suffered the double-whammy of eliminating drug pricing talk by politicians in the U.S. and fears of Amazon getting into the pharma space. WBA has increased its dividend 43 years in a row and expect one in June. Trades at lower than 10x earnings. He thinks pricing fears are overblown. Targets this in the mid-$70s within 12 months. (Analysts’ price target is $74.35)
specialty stores
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Don Lato

President, Padlock Investment M...

Price Price
$61.900
Owned Owned
Yes

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COMMENT
General Market Comment 

March 13, 2019

Ottawa has just grounded the Boeing 737. He doesn't own Boeing, but he doesn't know how big this issue will be, so stay away. Avoid it. The grounding has a significant impact. The FAA hasn't grounded the 737 and makes the US another outlier on the world stage. Air Canada is under pressure today. Westjet could take a hit due to this grounding. The trickling down will cost both airlines money. They may have to lease planes from other companies. A big problem. Boeing's competitors have their own issues as well...He's pretty comfortable about the current markets. December 2018 was an aberration, a terrible decline that perplexed many people including him. We've since had a very good earnings season since, with 69% of S&P companies beating the street....China and the US seem to be moving towards a deal. He doesn't see a return to December's pullback. Market valuation is fair at 16x for the S&P.
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Ottawa has just grounded the Boeing 737. He doesn't own Boeing, but he doesn't know how big this issue will be, so stay away. Avoid it. The grounding has a significant impact. The FAA hasn't grounded the 737 and makes the US another outlier on the world stage. Air Canada is under pressure today. Westjet could take a hit due to this grounding. The trickling down will cost both airlines money. They may have to lease planes from other companies. A big problem. Boeing's competitors have their own issues as well...He's pretty comfortable about the current markets. December 2018 was an aberration, a terrible decline that perplexed many people including him. We've since had a very good earnings season since, with 69% of S&P companies beating the street....China and the US seem to be moving towards a deal. He doesn't see a return to December's pullback. Market valuation is fair at 16x for the S&P.
Unknown
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Don Lato

President, Padlock Investment M...

Price Price
$0.000
Owned Owned
Unknown

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BUY
Likes it and has owned it for 4 years, but it has gone sidways the past 18 months. They acquired Innovia in late-2016 but had trouble digesting it. CCL was also hit by high resin prices in 2018. They seem to have overcome these issues. The stock isn't cheap but is now fairly valued. It's a good entry point now. They just increased their dividend.
packaging/containers
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Likes it and has owned it for 4 years, but it has gone sidways the past 18 months. They acquired Innovia in late-2016 but had trouble digesting it. CCL was also hit by high resin prices in 2018. They seem to have overcome these issues. The stock isn't cheap but is now fairly valued. It's a good entry point now. They just increased their dividend.
packaging/containers
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Don Lato

President, Padlock Investment M...

Price Price
$54.020
Owned Owned
Yes

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BUY
The Canadian banks are good value. They've come off their highs in the recent reports, due to the harsh market action in Q4 2018. CIBC is the cheapest of the pack in terms of PE and highest yield, but it's also had its issues. It's priced accordingly. He likes the American exposure of TD, though. These are not expensive stocks. You can't go wrong with these banks.
banks
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The Canadian banks are good value. They've come off their highs in the recent reports, due to the harsh market action in Q4 2018. CIBC is the cheapest of the pack in terms of PE and highest yield, but it's also had its issues. It's priced accordingly. He likes the American exposure of TD, though. These are not expensive stocks. You can't go wrong with these banks.
banks
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Don Lato

President, Padlock Investment M...

Price Price
$111.950
Owned Owned
No

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BUY on WEAKNESS
American Tower(AMT-N) 

March 13, 2019

A great company and likely a good long-term hold, but it keeps setting new highs. It has great prospects for growth with the influx of 5G. It's structured like a REIT so they payout 90% of income. The yield has fallen to 1.9% because the stock has zoomed up. The 50-day moving average is $170 so look for that level.
Telecommunications
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A great company and likely a good long-term hold, but it keeps setting new highs. It has great prospects for growth with the influx of 5G. It's structured like a REIT so they payout 90% of income. The yield has fallen to 1.9% because the stock has zoomed up. The 50-day moving average is $170 so look for that level.
Telecommunications
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Don Lato

President, Padlock Investment M...

Price Price
$187.230
Owned Owned
Unknown

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SELL
They're trying to cut costs and sell holdings. If you hold this, then take a loss now. There's too much confusion, disappointment and debt. Unless they can turn around their businesses, then debt will continue to deepen. Avoid it. (He nearly bought it last summer.
computer software/processing
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They're trying to cut costs and sell holdings. If you hold this, then take a loss now. There's too much confusion, disappointment and debt. Unless they can turn around their businesses, then debt will continue to deepen. Avoid it. (He nearly bought it last summer.
computer software/processing
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Don Lato

President, Padlock Investment M...

Price Price
$6.870
Owned Owned
No

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BUY
He's liked this for a long time; it's his biggest Canadian holding. They struggled a little in latter-2018, failing to sell Colombian assets. They took that off the market in December 2018. They've been aggressively buying back their stock and will continue to this year until that Colombian bid runs out. Trading at 3x cash flow. They still have excellent exploration properties. Well-managed. A cheap stock.
oil/gas
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He's liked this for a long time; it's his biggest Canadian holding. They struggled a little in latter-2018, failing to sell Colombian assets. They took that off the market in December 2018. They've been aggressively buying back their stock and will continue to this year until that Colombian bid runs out. Trading at 3x cash flow. They still have excellent exploration properties. Well-managed. A cheap stock.
oil/gas
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Don Lato

President, Padlock Investment M...

Price Price
$21.310
Owned Owned
Yes

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BUY
He'd step into it. It's a sector leader. Didn't have a good Q4, but no bank did. It's an opportunity now. Pays a good dividend and run by a good CEO.
Financial Services
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He'd step into it. It's a sector leader. Didn't have a good Q4, but no bank did. It's an opportunity now. Pays a good dividend and run by a good CEO.
Financial Services
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Don Lato

President, Padlock Investment M...

Price Price
$104.390
Owned Owned
No

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HOLD
He's owned this for four years, but it's struggled in the past two as they've transitioned from their hepatitis C drug era (limited growth). But they just announced great results on a new HIV drug. It's a value trap though looking cheap at 9x earnings. Pays a 3.8% dividend. They still generate lots of cash flow. He'd stick with it. At least you get that yield. Also, they just got a new CEO, so they're in transition.
biotechnology/pharmaceutical
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He's owned this for four years, but it's struggled in the past two as they've transitioned from their hepatitis C drug era (limited growth). But they just announced great results on a new HIV drug. It's a value trap though looking cheap at 9x earnings. Pays a 3.8% dividend. They still generate lots of cash flow. He'd stick with it. At least you get that yield. Also, they just got a new CEO, so they're in transition.
biotechnology/pharmaceutical
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Don Lato

President, Padlock Investment M...

Price Price
$65.750
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick Apr 20/18, Down 65%) It's gone through turmoil over the last year. A great, well-managed company, but the problem is lots of new supply entering the market in the past year. They've had to cut operations, but retain loyal contracts. Their EBITDA remains flat. They also confused the market 9 months when they talked about converting to a corporation so they boosted their dividend, got into problems, then had to cut it. Never good. They disappointed a lot of people. April 11 is the date when shareholders vote on the corporation; a lot of limited partnership funds won't be able to own this if they turn into a corporation. HCLP remains a strong player in this sector, though.
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(A Top Pick Apr 20/18, Down 65%) It's gone through turmoil over the last year. A great, well-managed company, but the problem is lots of new supply entering the market in the past year. They've had to cut operations, but retain loyal contracts. Their EBITDA remains flat. They also confused the market 9 months when they talked about converting to a corporation so they boosted their dividend, got into problems, then had to cut it. Never good. They disappointed a lot of people. April 11 is the date when shareholders vote on the corporation; a lot of limited partnership funds won't be able to own this if they turn into a corporation. HCLP remains a strong player in this sector, though.
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Don Lato

President, Padlock Investment M...

Price Price
$4.300
Owned Owned
Yes

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PAST TOP PICK
Toronto Dominion(TD-T) 

March 13, 2019

(A Top Pick Apr 20/18, Up 10%) He likes the US exposure. Pays over 4% yield. It won't double in the coming year, but he expects 5-6% capital appreciation. He's happy to stick with it. A good entry point now.
banks
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(A Top Pick Apr 20/18, Up 10%) He likes the US exposure. Pays over 4% yield. It won't double in the coming year, but he expects 5-6% capital appreciation. He's happy to stick with it. A good entry point now.
banks
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Don Lato

President, Padlock Investment M...

Price Price
$75.160
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick Apr 20/18, Up 34%) Still likes the US retail space--strong same-store sales growth and are opening new stores. They open 100 per year with 1,100 total. Same-store sales growth is 7-8% yearly. They just announced the new Kylie line and the stock jumped. Well-managed with lots of room to grow. They're aiming for 2,000 stores yet their online hasn't suffered.
Consumer Products
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(A Top Pick Apr 20/18, Up 34%) Still likes the US retail space--strong same-store sales growth and are opening new stores. They open 100 per year with 1,100 total. Same-store sales growth is 7-8% yearly. They just announced the new Kylie line and the stock jumped. Well-managed with lots of room to grow. They're aiming for 2,000 stores yet their online hasn't suffered.
Consumer Products
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Don Lato

President, Padlock Investment M...

Price Price
$315.440
Owned Owned
Yes

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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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0 comments
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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0 comments
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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0 comments
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
0 0 0 0 0
0 comments
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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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
0 0 0 0 0
0 comments
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
0 0 0 0 0
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
0 0 0 0 0
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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0 comments
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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0 comments
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
0 0 0 0 0
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
0 0 0 0 0
0 comments
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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0 comments
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
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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
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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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Don Lato

President, Padlock Investment M...

Price Price
$0.000
Owned Owned
_N/A

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COMMENT
Aurora Cannabis(ACB-T) 

December 21, 2018

He is not an expert in cannabis. There will be real industry going forward and some companies will prosper in the long term. The valuations still remain excessive. If he were to participate it would be with Canopy Growth as they have a connection with Constellation Brands in the US.
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He is not an expert in cannabis. There will be real industry going forward and some companies will prosper in the long term. The valuations still remain excessive. If he were to participate it would be with Canopy Growth as they have a connection with Constellation Brands in the US.
0
0 0 0 0 0
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Don Lato

President, Padlock Investment M...

Price Price
$6.670
Owned Owned
No

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COMMENT
He is not an expert in cannabis. There will be real industry going forward and some companies will prosper in the long term. The valuations still remain excessive. If he were to participate it would be with Canopy Growth as they have a connection with Constellation Brands in the US.
E.T.F.'s
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He is not an expert in cannabis. There will be real industry going forward and some companies will prosper in the long term. The valuations still remain excessive. If he were to participate it would be with Canopy Growth as they have a connection with Constellation Brands in the US.
E.T.F.'s
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Don Lato

President, Padlock Investment M...

Price Price
$14.040
Owned Owned
No

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COMMENT
Canopy Growth Corp.(WEED-T) 

December 21, 2018

He is not an expert in cannabis. There will be real industry going forward and some companies will prosper in the long term. The valuations still remain excessive. If he were to participate it would be with Canopy Growth as they have a connection with Constellation Brands in the US.
agriculture
0 0 0 0 0
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He is not an expert in cannabis. There will be real industry going forward and some companies will prosper in the long term. The valuations still remain excessive. If he were to participate it would be with Canopy Growth as they have a connection with Constellation Brands in the US.
agriculture
0 0 0 0 0
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Don Lato

President, Padlock Investment M...

Price Price
$36.000
Owned Owned
No

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DON'T BUY
Freehold Royalties(FRU-T) 

December 21, 2018

His longer term concern is that as a royalty, their cash flow will be declining with reduced exploration. Until there is better clarification on pipeline issues, he is luke-warm on the Canadian energy sector. He believes the monthly dividend is fairly secure, but worries about it longer term. Yield 7.9%
oil/gas
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His longer term concern is that as a royalty, their cash flow will be declining with reduced exploration. Until there is better clarification on pipeline issues, he is luke-warm on the Canadian energy sector. He believes the monthly dividend is fairly secure, but worries about it longer term. Yield 7.9%
oil/gas
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Don Lato

President, Padlock Investment M...

Price Price
$7.970
Owned Owned
No

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DON'T BUY
Shopify Inc.(SHOP-T) 

December 21, 2018

This is a wonderful company, but the valuation has always been to high for him to buy. The price has fallen as the company announced an offering as the market questioned the needs for the funds. He would suggest taking some tax-loss selling and re-position next year.
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This is a wonderful company, but the valuation has always been to high for him to buy. The price has fallen as the company announced an offering as the market questioned the needs for the funds. He would suggest taking some tax-loss selling and re-position next year.
0
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Don Lato

President, Padlock Investment M...

Price Price
$166.390
Owned Owned
No

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BUY
Visa Inc.(V-N) 

December 21, 2018

Visa vs Mastercard? He has held both for many years. At current values, Visa is a great value trading at 20 times earnings -- as cheap as he has seen in a while. He is surprised Visa is trading at a discount to Mastercard -- not typically the case. Long term growth of e-trade is expanding worldwide and there is a long runway for both. He would buy it here. (Analysts’ price target is $162.00)
other services
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Visa vs Mastercard? He has held both for many years. At current values, Visa is a great value trading at 20 times earnings -- as cheap as he has seen in a while. He is surprised Visa is trading at a discount to Mastercard -- not typically the case. Long term growth of e-trade is expanding worldwide and there is a long runway for both. He would buy it here. (Analysts’ price target is $162.00)
other services
0 0 0 0 0
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Don Lato

President, Padlock Investment M...

Price Price
$124.260
Owned Owned
Yes

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COMMENT
General Market Comment 

December 21, 2018

Dollar Cost Averaging He has been guilty of this -- sometimes it works out. If the outlook has not changed and you believe in the business model it can be a good strategy. It is tricky to find a true bottom in price. If something gets under-weighted in your portfolio it also makes sense.
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Dollar Cost Averaging He has been guilty of this -- sometimes it works out. If the outlook has not changed and you believe in the business model it can be a good strategy. It is tricky to find a true bottom in price. If something gets under-weighted in your portfolio it also makes sense.
Unknown
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Don Lato

President, Padlock Investment M...

Price Price
$0.000
Owned Owned
_N/A

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STRONG BUY
Tricon Capital Group(TCN-T) 

December 21, 2018

This is a great entry point. A play on the US single-family real estate market. They earn profits on their own property and management fees on the properties they manage. It trades at under 10 times earnings and pays a US dollar dividend.
REAL ESTATE
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This is a great entry point. A play on the US single-family real estate market. They earn profits on their own property and management fees on the properties they manage. It trades at under 10 times earnings and pays a US dollar dividend.
REAL ESTATE
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Don Lato

President, Padlock Investment M...

Price Price
$9.580
Owned Owned
Unknown

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TOP PICK
Parex Resources Inc.(PXT-T) 

December 21, 2018

Any bids they received on assets for sale were rejected this week by the company. They felt the market was not showing strong enough bids -- primarily with oil prices trading a depressed levels currently. The company is undertaking a bid for 10% of their float of stock, which is nicely impacting the share price. Trading at less than 2.7 times next year's cash flow, which is also growing by 20%. Their production is priced on Brent oil prices. A table pounding buy. Yield 0% (Analysts’ price target is $29.11)
oil/gas
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Any bids they received on assets for sale were rejected this week by the company. They felt the market was not showing strong enough bids -- primarily with oil prices trading a depressed levels currently. The company is undertaking a bid for 10% of their float of stock, which is nicely impacting the share price. Trading at less than 2.7 times next year's cash flow, which is also growing by 20%. Their production is priced on Brent oil prices. A table pounding buy. Yield 0% (Analysts’ price target is $29.11)
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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TOP PICK
Greensky Inc.(GSKY-N) 

December 21, 2018

A fin-tech company that had its IPO in May. It has traded as a dog since then. Their recent earnings guidance was a bit below analyst estimates, which has hurt the share price. It has collapsed to 13 times earnings. The company has developed a portal where customers can apply for loans instantly for home repairs from several vendors -- including major banks. They have expanded their offerings into loans for elective surgery. The company continues to expect 20% earnings growth. He has averaged down on his holdings. He sees the next earnings report on February 5 being key. Yield 0%. (Analysts’ price target is $11.61)
Financial Services
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A fin-tech company that had its IPO in May. It has traded as a dog since then. Their recent earnings guidance was a bit below analyst estimates, which has hurt the share price. It has collapsed to 13 times earnings. The company has developed a portal where customers can apply for loans instantly for home repairs from several vendors -- including major banks. They have expanded their offerings into loans for elective surgery. The company continues to expect 20% earnings growth. He has averaged down on his holdings. He sees the next earnings report on February 5 being key. Yield 0%. (Analysts’ price target is $11.61)
Financial Services
0 0 0 0 0
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Don Lato

President, Padlock Investment M...

Price Price
$0.000
Owned Owned
Yes

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TOP PICK
A long term holding for him. The stock price is almost half of its high. The National Bank released a report recently that highlighted how they will do in a slowing economy and with other concerns in a favourable light. The company is trading at 6.3 times earnings versus historical average of 9 times. A steady grower with a 2.5 year backlog in orders. Yield 4.7%. (Analysts’ price target is $54.14)
Automotive
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A long term holding for him. The stock price is almost half of its high. The National Bank released a report recently that highlighted how they will do in a slowing economy and with other concerns in a favourable light. The company is trading at 6.3 times earnings versus historical average of 9 times. A steady grower with a 2.5 year backlog in orders. Yield 4.7%. (Analysts’ price target is $54.14)
Automotive
0 0 0 0 0
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Don Lato

President, Padlock Investment M...

Price Price
$32.500
Owned Owned
Yes

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WATCH
Manulife Financial(MFC-T) 

October 29, 2018

It's been hammered because of this lawsuit and report by a short-seller. Normally this would be a buy based on valuation. There's a tiny chance that MFC will lose this case. That said, he'll wait for the decision before buying this. The judgement may pass in late-2018 or early-2019.

insurance
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It's been hammered because of this lawsuit and report by a short-seller. Normally this would be a buy based on valuation. There's a tiny chance that MFC will lose this case. That said, he'll wait for the decision before buying this. The judgement may pass in late-2018 or early-2019.

insurance
0 0 0 0 0
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Don Lato

President, Padlock Investment M...

Price Price
$19.860
Owned Owned
Unknown

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BUY
Alphabet Inc. (A)(GOOGL-Q) 

October 29, 2018

He's long owned it and it's a major holding. All the FANGs have been hit lately. Google's last report beat, but their revenues were light. It went down today because of the general sell-off and a possible UK digital tax is rearing its head. The markets are overreacting now. Google has 21x earnings for 2019, so it's still reasonable. Now, is a great entry point.

Business Services
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He's long owned it and it's a major holding. All the FANGs have been hit lately. Google's last report beat, but their revenues were light. It went down today because of the general sell-off and a possible UK digital tax is rearing its head. The markets are overreacting now. Google has 21x earnings for 2019, so it's still reasonable. Now, is a great entry point.

Business Services
0 0 0 0 0
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Don Lato

President, Padlock Investment M...

Price Price
$1034.730
Owned Owned
Yes

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DON'T BUY
Aurora Cannabis(ACB-T) 

October 29, 2018

This sector has been caught up in euphoria. Peers are now breaking below their 200-day moving averages, which is not a good sign. This sector is very, very overvalued though it has a lot of potential. Cannabis is like the internet crash of the late-1900's. Same thing. There will be an industry, but you can't pick out the winners and losers at today's valuations.

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This sector has been caught up in euphoria. Peers are now breaking below their 200-day moving averages, which is not a good sign. This sector is very, very overvalued though it has a lot of potential. Cannabis is like the internet crash of the late-1900's. Same thing. There will be an industry, but you can't pick out the winners and losers at today's valuations.

0
0 0 0 0 0
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Don Lato

President, Padlock Investment M...

Price Price
$7.700
Owned Owned
No

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HOLD
Freehold Royalties(FRU-T) 

October 29, 2018

Pays a fair 6.5% dividend yield. Things are as bleak as they can be in Canadian oil. FRU is generating enough cash to pay their dividend. Don't buy more or enter it. Hold.

oil/gas
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0 comments

Pays a fair 6.5% dividend yield. Things are as bleak as they can be in Canadian oil. FRU is generating enough cash to pay their dividend. Don't buy more or enter it. Hold.

oil/gas
0 0 0 0 0
0 comments
Don Lato

President, Padlock Investment M...

Price Price
$9.610
Owned Owned
Unknown

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COMMENT
General Market Comment 

October 29, 2018

Canadian  banks: All are 10-15% off their highs and have broken below their 200-day moving averages. If you're long-term, you'll get paid a decent dividend to wait. Eventually the big 5 banks will come back. Good P/E's. You can buy them now for the long term. He prefers TD for its U.S. exposure, and the weak Canadian dollar. The banks could fall another 5% along with this market. Nobody knows.

0 0 0 0 0
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Canadian  banks: All are 10-15% off their highs and have broken below their 200-day moving averages. If you're long-term, you'll get paid a decent dividend to wait. Eventually the big 5 banks will come back. Good P/E's. You can buy them now for the long term. He prefers TD for its U.S. exposure, and the weak Canadian dollar. The banks could fall another 5% along with this market. Nobody knows.

Unknown
0 0 0 0 0
0 comments
Don Lato

President, Padlock Investment M...

Price Price
$0.020
Owned Owned
Unknown

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

October 29, 2018

(Past Top Pick Nov. 30, 2017, Up 7%)  He still own this and will talk about it later (in the show).

oil/gas
0 0 0 0 0
0 comments

(Past Top Pick Nov. 30, 2017, Up 7%)  He still own this and will talk about it later (in the show).

oil/gas
0 0 0 0 0
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Don Lato

President, Padlock Investment M...

Price Price
$18.420
Owned Owned
Yes

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DON'T BUY
Amazon.com(AMZN-Q) 

October 29, 2018

They've had a rough few days after reporting last week. They're starting to report earnings regularly, so investors can now put multiples on them. Their 56x 2019 earnings are too rich for him. It's trading at 19x book. A great company and will do very well across different ventures. Still too pricey for him, but it's getting reasonable.

specialty stores
0 0 0 0 0
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They've had a rough few days after reporting last week. They're starting to report earnings regularly, so investors can now put multiples on them. Their 56x 2019 earnings are too rich for him. It's trading at 19x book. A great company and will do very well across different ventures. Still too pricey for him, but it's getting reasonable.

specialty stores
0 0 0 0 0
0 comments
Don Lato

President, Padlock Investment M...

Price Price
$1538.880
Owned Owned
No

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DON'T BUY
Pfizer Inc(PFE-N) 

October 29, 2018

A very defensive stock with great products and brand, but little earnings growth, not enough for him. Pays a good dividend yield and the company won't go out of business. It will weather this downturn. He prefers Gilead.

biotechnology/pharmaceutical
0 0 0 0 0
0 comments

A very defensive stock with great products and brand, but little earnings growth, not enough for him. Pays a good dividend yield and the company won't go out of business. It will weather this downturn. He prefers Gilead.

biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Don Lato

President, Padlock Investment M...

Price Price
$43.230
Owned Owned
No

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BUY
Gilead Sciences Inc.(GILD-Q) 

October 29, 2018

Has long owned it and likes it. They had some bad years when they overpriced their hepatitis C drug and received bad press. They also sell HIV and heart drugs, sectors that are growing. They increased their guidance last week, a rarity these days. At 10x earnings, he'd buy it, not sell it. One overhang is that their CEO is leaving.

biotechnology/pharmaceutical
0 0 0 0 0
0 comments

Has long owned it and likes it. They had some bad years when they overpriced their hepatitis C drug and received bad press. They also sell HIV and heart drugs, sectors that are growing. They increased their guidance last week, a rarity these days. At 10x earnings, he'd buy it, not sell it. One overhang is that their CEO is leaving.

biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Don Lato

President, Padlock Investment M...

Price Price
$70.900
Owned Owned
Yes

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WAIT
Boeing(BA-N) 

October 29, 2018

The crash of their 737 in Indonesia hit the stock today. Stay low and wait--see what the aviation findings are. If it turns out that their aircraft are in trouble, this stock will fall further.

Transportation
0 0 0 0 0
0 comments

The crash of their 737 in Indonesia hit the stock today. Stay low and wait--see what the aviation findings are. If it turns out that their aircraft are in trouble, this stock will fall further.

Transportation
0 0 0 0 0
0 comments
Don Lato

President, Padlock Investment M...

Price Price
$335.590
Owned Owned
Unknown

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COMMENT
Netflix Inc.(NFLX-Q) 

October 29, 2018

This is a tremendous growth \opportunity as they expand internationally more. He watches it. They can raise their rates by $1 per month and easily raise revenues, yetd nobody will unsubscribe. But their multiple is way too high at 108x forward earnings.

0 0 0 0 0
0 comments

This is a tremendous growth \opportunity as they expand internationally more. He watches it. They can raise their rates by $1 per month and easily raise revenues, yetd nobody will unsubscribe. But their multiple is way too high at 108x forward earnings.

Unknown
0 0 0 0 0
0 comments
Don Lato

President, Padlock Investment M...

Price Price
$284.840
Owned Owned
Unknown

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TOP PICK
Parex Resources Inc.(PXT-T) 

October 29, 2018

The best-performing energy stock a year ago, but in July they announced they'd sell their Colombian developmen properties and distributing the cash to shareholders. It's a successful exploration company. They had been generating so much cash flow from their Colombian success that they felt they were being penalized for it, because they couldn't reinvest that cash fast enough. The market took it very negatively. Plus, their August earnings announced a dry well, and triggered more selling. Now, it's one of the worst energy performers. That said, since August they've had two successful well announcements that nobody noticed. Sometimes the market acts irrationally on a stock like this one. Trading at 3.2x cash flow. (Analysts' price target $31.08)

oil/gas
0 0 0 0 0
0 comments

The best-performing energy stock a year ago, but in July they announced they'd sell their Colombian developmen properties and distributing the cash to shareholders. It's a successful exploration company. They had been generating so much cash flow from their Colombian success that they felt they were being penalized for it, because they couldn't reinvest that cash fast enough. The market took it very negatively. Plus, their August earnings announced a dry well, and triggered more selling. Now, it's one of the worst energy performers. That said, since August they've had two successful well announcements that nobody noticed. Sometimes the market acts irrationally on a stock like this one. Trading at 3.2x cash flow. (Analysts' price target $31.08)

oil/gas
0 0 0 0 0
0 comments
Don Lato

President, Padlock Investment M...

Price Price
$18.420
Owned Owned
Yes

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TOP PICK
Apple(AAPL-Q) 

October 29, 2018

This is a security blanket in times of volatility. A big, long-time holding for him. Big product and earnings announcements this week. There could be another positive surprise coming. The analysts underestimate the new phones--they could have a good impact on the bottom line.  (1.4% dividend, $237.59 price target

electrical/electronic
1 0 0 0 0
0 comments

This is a security blanket in times of volatility. A big, long-time holding for him. Big product and earnings announcements this week. There could be another positive surprise coming. The analysts underestimate the new phones--they could have a good impact on the bottom line.  (1.4% dividend, $237.59 price target

electrical/electronic
1 0 0 0 0
0 comments
Don Lato

President, Padlock Investment M...

Price Price
$212.240
Owned Owned
Yes

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TOP PICK
Borg Warner(BWA-N) 

October 29, 2018

Has come down with all the auto stocks. BWA has outperformed the industry by a lot in the last quarter. Sales growth of 3% vs. -3%. They're making good advances in hybrids and e-cars. Pays 8x 2019 earnings and has a growing market share while the auto market will recover. (1.7% yield, $49.91 price target)

Automotive
0 0 0 0 0
0 comments

Has come down with all the auto stocks. BWA has outperformed the industry by a lot in the last quarter. Sales growth of 3% vs. -3%. They're making good advances in hybrids and e-cars. Pays 8x 2019 earnings and has a growing market share while the auto market will recover. (1.7% yield, $49.91 price target)

Automotive
0 0 0 0 0
0 comments
Don Lato

President, Padlock Investment M...

Price Price
$39.560
Owned Owned
Yes

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