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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TOP PICK
Alphabet Inc (C)(GOOG-Q) 

November 8, 2007

High priced, but not a high value stock. Trading at 35X next year’s earnings, but growing at 35% - 40%.
Business Services
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High priced, but not a high value stock. Trading at 35X next year’s earnings, but growing at 35% - 40%.
Business Services
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0 comments
Don Lato

President, Padlock Investment M...

Price Price
$693.840
Owned Owned
Yes

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TOP PICK
Manulife Financial(MFC-T) 

November 8, 2007

Great company with a global platform. 50% of their business is in the US, 25% in Canada, and 20% in Asia. Consistent 15% earnings growth yet trading at 13X next year’s earnings. Have consistently increased the dividend. Feels there’s a lot more safety here.
insurance
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0 comments
Great company with a global platform. 50% of their business is in the US, 25% in Canada, and 20% in Asia. Consistent 15% earnings growth yet trading at 13X next year’s earnings. Have consistently increased the dividend. Feels there’s a lot more safety here.
insurance
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0 comments
Don Lato

President, Padlock Investment M...

Price Price
$41.420
Owned Owned
Yes

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BUY
Outlook remains pretty strong. Global economy is still growing. Well diversified among many different metals. The only pure play large mining company in Canada.
precious metals
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0 comments
Outlook remains pretty strong. Global economy is still growing. Well diversified among many different metals. The only pure play large mining company in Canada.
precious metals
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0 comments
Don Lato

President, Padlock Investment M...

Price Price
$44.040
Owned Owned
Yes

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DON'T BUY
Walmart Inc(WMT-N) 

November 8, 2007

Hasn’t performed well of late. Trades at a pretty reasonable multiple. With all the advantages they’ve had with the weak US$, they’ve not been able to translate that into the earnings growth he would like.
department stores
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0 comments
Hasn’t performed well of late. Trades at a pretty reasonable multiple. With all the advantages they’ve had with the weak US$, they’ve not been able to translate that into the earnings growth he would like.
department stores
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0 comments
Don Lato

President, Padlock Investment M...

Price Price
$43.620
Owned Owned
No

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DON'T BUY
TransCanada Corp(TRP-T) 

November 8, 2007

Has done well of late and a little bit of that is because of a flight to quality. Good yield. Pretty rich at about 18X next year’s earnings for a very limited growth.
oil/gas pipelines
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0 comments
Has done well of late and a little bit of that is because of a flight to quality. Good yield. Pretty rich at about 18X next year’s earnings for a very limited growth.
oil/gas pipelines
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0 comments
Don Lato

President, Padlock Investment M...

Price Price
$40.510
Owned Owned
No

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DON'T BUY
The sell off has probably been a little overdone, but there is still quite a bit of risk in this sector. Still not clear as to the extent of the damage.
investment companies/funds
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0 comments
The sell off has probably been a little overdone, but there is still quite a bit of risk in this sector. Still not clear as to the extent of the damage.
investment companies/funds
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0 comments
Don Lato

President, Padlock Investment M...

Price Price
$53.790
Owned Owned
No

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BUY
Goldman Sachs(GS-N) 

November 8, 2007

Has been hammered in the last 5 or 6 trading days. Paying a large bonus to their employees.
investment companies/funds
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0 comments
Has been hammered in the last 5 or 6 trading days. Paying a large bonus to their employees.
investment companies/funds
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0 comments
Don Lato

President, Padlock Investment M...

Price Price
$209.940
Owned Owned
Yes

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WEAK BUY
CitiGroup(C-N) 

November 8, 2007

He is contemplating buying more. New CEO is expected which is positive. Also could be a break up of the company into several different parts, which would be positive. Could go lower.
insurance
0 0 0 0 0
0 comments
He is contemplating buying more. New CEO is expected which is positive. Also could be a break up of the company into several different parts, which would be positive. Could go lower.
insurance
0 0 0 0 0
0 comments
Don Lato

President, Padlock Investment M...

Price Price
$32.900
Owned Owned
Yes

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COMMENT
Talisman Energy(TLM-T) 

November 8, 2007

Positive on all of the oils. Has come back nicely from the fall in the summer.
oil/gas
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0 comments
Positive on all of the oils. Has come back nicely from the fall in the summer.
oil/gas
0 0 0 0 0
0 comments
Don Lato

President, Padlock Investment M...

Price Price
$19.690
Owned Owned
No

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BUY
Still buying for new accounts. Just reported an excellent quarter. Consistent 15% growth in earnings. Has always traded at a premium multiple, but have some good visibility. Have about 10% of square footage marked out for the next 5 years. Just initiated a global and sourcing initiative under their new CEO.
specialty stores
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0 comments
Still buying for new accounts. Just reported an excellent quarter. Consistent 15% growth in earnings. Has always traded at a premium multiple, but have some good visibility. Have about 10% of square footage marked out for the next 5 years. Just initiated a global and sourcing initiative under their new CEO.
specialty stores
0 0 0 0 0
0 comments
Don Lato

President, Padlock Investment M...

Price Price
$56.010
Owned Owned
Yes

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COMMENT
Good demographic trends. Prefers Shoppers (SC-T) that has no currency risk.
specialty stores
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0 comments
Good demographic trends. Prefers Shoppers (SC-T) that has no currency risk.
specialty stores
0 0 0 0 0
0 comments
Don Lato

President, Padlock Investment M...

Price Price
$39.030
Owned Owned
No

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