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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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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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.
0
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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
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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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
0 0 0 0 0
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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
0 0 0 0 0
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
0 0 0 0 0
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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