Stock Opinions by Srikanth Iyer - Stockchase Experts
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Srikanth Iyer

On Stockchase since : Dec 2010

Sr Portfolio Manager & Head of Global Investments at Guardian Capital

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Stock Opinions by Srikanth Iyer - Stockchase Experts

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COMMENT
General Market Comment 

July 9, 2012

Markets. World has become one over the last 10 years. Doesn't matter where the stock is from anymore, you just want to buy best of breed global companies. As markets became one, it was harder and harder for money managers to add value because of volatility in the market. Today, people are more comfortable buying condos Toronto than buying a good solid dividend paying global company. Fear in the market and apathy to equity investing has become so large that good fundamental approaches to investing, such as growth, payout and sustainability have been categorically abandoned. Canadians have done a pretty good job of buying the banks, income trusts and a lot of dividend paying stocks. Outside of Canada there are big problems. Canadian style should be exported globally.
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Markets. World has become one over the last 10 years. Doesn't matter where the stock is from anymore, you just want to buy best of breed global companies. As markets became one, it was harder and harder for money managers to add value because of volatility in the market. Today, people are more comfortable buying condos Toronto than buying a good solid dividend paying global company. Fear in the market and apathy to equity investing has become so large that good fundamental approaches to investing, such as growth, payout and sustainability have been categorically abandoned. Canadians have done a pretty good job of buying the banks, income trusts and a lot of dividend paying stocks. Outside of Canada there are big problems. Canadian style should be exported globally.
Unknown
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Srikanth Iyer

Sr Portfol, Guardian Capital...

Price Price
$0.020
Owned Owned
Unknown

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SELL
If you own, you are going to be underwater for a while. This is a cyclical story. When Ford (F-N) sold them Jaguar Land Rover, it was sold at $0.01. They have done extremely well with it but the stock is not sustainable at these levels. There are far better industrial stocks were using get dividends.
Automotive
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If you own, you are going to be underwater for a while. This is a cyclical story. When Ford (F-N) sold them Jaguar Land Rover, it was sold at $0.01. They have done extremely well with it but the stock is not sustainable at these levels. There are far better industrial stocks were using get dividends.
Automotive
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Srikanth Iyer

Sr Portfol, Guardian Capital...

Price Price
$21.880
Owned Owned
Unknown

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BUY
Doing extremely well right now because there is a general tendency to go “risk off” in market right now. Good, consumer staples, defensive stock. Has a very sustainable yield business model. Payout is about 25%-30% of their earnings but growth projections are not as good as one would expect. If you can get the current dividend yield capture, and ride the volatility in the market for the next 3-6 months, you have a very good security.
food processing
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Doing extremely well right now because there is a general tendency to go “risk off” in market right now. Good, consumer staples, defensive stock. Has a very sustainable yield business model. Payout is about 25%-30% of their earnings but growth projections are not as good as one would expect. If you can get the current dividend yield capture, and ride the volatility in the market for the next 3-6 months, you have a very good security.
food processing
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Srikanth Iyer

Sr Portfol, Guardian Capital...

Price Price
$77.980
Owned Owned
No

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BUY
PepsiCo(PEP-Q) 

July 9, 2012

If you can get the current dividend yield capture, and ride the volatility in the market for the next 3-6 months, you have a very good security.
food processing
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If you can get the current dividend yield capture, and ride the volatility in the market for the next 3-6 months, you have a very good security.
food processing
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Srikanth Iyer

Sr Portfol, Guardian Capital...

Price Price
$69.990
Owned Owned
Yes

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BUY
Procter & Gamble(PG-N) 

July 9, 2012

If you can get the current dividend yield capture, and ride the volatility in the market for the next 3-6 months, you have a very good security.
misc consumer products
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If you can get the current dividend yield capture, and ride the volatility in the market for the next 3-6 months, you have a very good security.
misc consumer products
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Srikanth Iyer

Sr Portfol, Guardian Capital...

Price Price
$61.550
Owned Owned
Unknown

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BUY
Unilever PLC(UL-N) 

July 9, 2012

You get about 35%-40% coming from emerging markets, especially India. If you can get the current dividend yield capture, and ride the volatility in the market for the next 3-6 months, you have a very good security. Anytime there is a dip in the market, Buy.
food processing
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You get about 35%-40% coming from emerging markets, especially India. If you can get the current dividend yield capture, and ride the volatility in the market for the next 3-6 months, you have a very good security. Anytime there is a dip in the market, Buy.
food processing
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Srikanth Iyer

Sr Portfol, Guardian Capital...

Price Price
$33.490
Owned Owned
Yes

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BUY
Nestle(NSRGY-OTC) 

July 9, 2012

(Swiss Exchange) If you can get the current dividend yield capture, and ride the volatility in the market for the next 3-6 months, you have a very good security.
food processing
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(Swiss Exchange) If you can get the current dividend yield capture, and ride the volatility in the market for the next 3-6 months, you have a very good security.
food processing
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Srikanth Iyer

Sr Portfol, Guardian Capital...

Price Price
$0.001
Owned Owned
Unknown

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STRONG BUY
This is a global gorilla. Integrated oil company with deep pockets. Good reserve creation in the next 5-6 years. 15% ROE. Trades at 7.6X. Thinks it will do extremely well. Has a very, very strong profile in general. Yielding about 4.73%.
integrated oils
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This is a global gorilla. Integrated oil company with deep pockets. Good reserve creation in the next 5-6 years. 15% ROE. Trades at 7.6X. Thinks it will do extremely well. Has a very, very strong profile in general. Yielding about 4.73%.
integrated oils
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Srikanth Iyer

Sr Portfol, Guardian Capital...

Price Price
$67.340
Owned Owned
Yes

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HOLD
Posco(PKX-N) 

July 9, 2012

This is a “Risk-On” security. If you look at the South Korean index, this is their bellwether cyclical stock in the SK benchmark. Widely owned institutionally and retail and there is a lot of money inflow/outflow into the stock. If you like steel, Buy South African’s Kumba Iron Ore (KIROY-N), which gives you a 9% yield.
steel
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This is a “Risk-On” security. If you look at the South Korean index, this is their bellwether cyclical stock in the SK benchmark. Widely owned institutionally and retail and there is a lot of money inflow/outflow into the stock. If you like steel, Buy South African’s Kumba Iron Ore (KIROY-N), which gives you a 9% yield.
steel
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Srikanth Iyer

Sr Portfol, Guardian Capital...

Price Price
$81.390
Owned Owned
Unknown

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BUY
Statoil ASA(STO-N) 

July 9, 2012

This is the most levered stock to oil. When oil falls, this one falls. The overall cash flow is pretty steady. He holds this one in his growth portfolios. Pays a great and consistent dividend. If you want exposure to the oil sector, this is the one you would own. He wouldn’t buy this one from a dividend perspective because dividend divided by volatility is not favourable to this company.
oil/gas
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This is the most levered stock to oil. When oil falls, this one falls. The overall cash flow is pretty steady. He holds this one in his growth portfolios. Pays a great and consistent dividend. If you want exposure to the oil sector, this is the one you would own. He wouldn’t buy this one from a dividend perspective because dividend divided by volatility is not favourable to this company.
oil/gas
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Srikanth Iyer

Sr Portfol, Guardian Capital...

Price Price
$23.270
Owned Owned
Yes

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DON'T BUY
General Market Comment 

July 9, 2012

European telecoms? He doesn't hold any of these or European financial banks. There is nothing wrong with them but he is concerned about sustainability of dividends.
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European telecoms? He doesn't hold any of these or European financial banks. There is nothing wrong with them but he is concerned about sustainability of dividends.
Unknown
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Srikanth Iyer

Sr Portfol, Guardian Capital...

Price Price
$0.020
Owned Owned
No

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COMMENT
General Market Comment 

July 9, 2012

Global dividend companies. 15% withholding tax on the ADRs in the US. Also, no 50% tax credit dividend that you get with Canadian stocks. This gives you less than half what you get with Canadian dividends. Comment? This is correct. Foreign companies have an approximate 15% plus withholding tax. For every dividend $ you get from global markets, you only get about $0.85 in your pocket. This is not bad if you are trying to diversify your income.
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Global dividend companies. 15% withholding tax on the ADRs in the US. Also, no 50% tax credit dividend that you get with Canadian stocks. This gives you less than half what you get with Canadian dividends. Comment? This is correct. Foreign companies have an approximate 15% plus withholding tax. For every dividend $ you get from global markets, you only get about $0.85 in your pocket. This is not bad if you are trying to diversify your income.
Unknown
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Srikanth Iyer

Sr Portfol, Guardian Capital...

Price Price
$0.020
Owned Owned
Unknown

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PAST TOP PICK
(A Top Pick Aug 24/11. Up 12.84%.) Likes this stock because it has a very strong fundamental base. Still a Buy.
banks
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(A Top Pick Aug 24/11. Up 12.84%.) Likes this stock because it has a very strong fundamental base. Still a Buy.
banks
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Srikanth Iyer

Sr Portfol, Guardian Capital...

Price Price
$110.750
Owned Owned
Yes

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PAST TOP PICK
(A Top Pick Aug 24/11. Up 19.19%.) The only thing that did well last year was tobacco and cheese. A little bit high on the multiples right now, so don't chase it. Still likes. Buy on weakness.
tobacco
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(A Top Pick Aug 24/11. Up 19.19%.) The only thing that did well last year was tobacco and cheese. A little bit high on the multiples right now, so don't chase it. Still likes. Buy on weakness.
tobacco
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Srikanth Iyer

Sr Portfol, Guardian Capital...

Price Price
$104.380
Owned Owned
Yes

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TOP PICK
(A Top Pick Aug 24/11. Up 8.22%.) A REIT that floats with mortgage payments as dividends. Based upon a portfolio of AAA rated residential mortgages. Share price will stay flat because it is like an equity bond but pays a 13% dividend yield. ROE is 12 times and PE is 7 times.
investment companies/funds
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(A Top Pick Aug 24/11. Up 8.22%.) A REIT that floats with mortgage payments as dividends. Based upon a portfolio of AAA rated residential mortgages. Share price will stay flat because it is like an equity bond but pays a 13% dividend yield. ROE is 12 times and PE is 7 times.
investment companies/funds
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Srikanth Iyer

Sr Portfol, Guardian Capital...

Price Price
$16.870
Owned Owned
Yes

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