Stock Opinions by Stuart Hinshelwood - Stockchase Experts
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Stuart Hinshelwood

On Stockchase since : Apr 2013

US Equities Specialist at BMO Nesbitt Burns

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Stock Opinions by Stuart Hinshelwood - Stockchase Experts

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General Market Comment 

February 18, 2014

Markets. Expecting some choppiness in the US in the next several months. Economic data has been weak. Housing numbers are not very good. Auto sales have been a little bit weaker. We are kind of back to record levels in the S&P and in order to get that market to move higher, we need to see economic data that confirms we should be paying these types of valuations. The market might just trend sideways until we see these kind of numbers in the next couple of months and what we see coming out of emerging markets. Does not want exposure to certain emerging markets right now. There is a lot of risk right now on the credit side. Has been a lot of growth through credit and that has to unravel. From an economic perspective, emerging markets have inflation and growth problems, which they are combating by putting interest rates up which he feels is a poor policy. Also, doesn’t want to be overweight Europe relative to the US.

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Markets. Expecting some choppiness in the US in the next several months. Economic data has been weak. Housing numbers are not very good. Auto sales have been a little bit weaker. We are kind of back to record levels in the S&P and in order to get that market to move higher, we need to see economic data that confirms we should be paying these types of valuations. The market might just trend sideways until we see these kind of numbers in the next couple of months and what we see coming out of emerging markets. Does not want exposure to certain emerging markets right now. There is a lot of risk right now on the credit side. Has been a lot of growth through credit and that has to unravel. From an economic perspective, emerging markets have inflation and growth problems, which they are combating by putting interest rates up which he feels is a poor policy. Also, doesn’t want to be overweight Europe relative to the US.

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Stuart Hinshelw

US Equitie, BMO Nesbitt Burns...

Price Price
$0.020
Owned Owned
_N/A

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TOP PICK
CVS Health Corp(CVS-N) 

February 18, 2014

Owns a pharmacy benefits manager (PBM), sort of the back end of the business as well as a retail storefront. With the changing landscape in healthcare, they have a really nice runway into earnings over the next couple of years. From the PBM side you are going to pick up on the drugs, but also the management of the plans that come to them as there are going to be more people under coverage now and they will have choice of coverage and this company will be relevant to them. Just reported a nice beat in earnings and have reaffirmed their guidance. Yield of 1.57%.

specialty stores
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Owns a pharmacy benefits manager (PBM), sort of the back end of the business as well as a retail storefront. With the changing landscape in healthcare, they have a really nice runway into earnings over the next couple of years. From the PBM side you are going to pick up on the drugs, but also the management of the plans that come to them as there are going to be more people under coverage now and they will have choice of coverage and this company will be relevant to them. Just reported a nice beat in earnings and have reaffirmed their guidance. Yield of 1.57%.

specialty stores
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Stuart Hinshelw

US Equitie, BMO Nesbitt Burns...

Price Price
$70.320
Owned Owned
Yes

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TOP PICK
McKesson Corp(MCK-N) 

February 18, 2014

Management team seems to be exceptionally strong. Bought a number of companies over the last couple of years and just completed a big acquisition in Germany which makes them a big, significant, generics distributor in Europe which will be accretive to earnings. Looking out a couple of years, he could see $11-$12 in earnings. Very, very good at execution. Yield of 0.54%.

wholesale distributors
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Management team seems to be exceptionally strong. Bought a number of companies over the last couple of years and just completed a big acquisition in Germany which makes them a big, significant, generics distributor in Europe which will be accretive to earnings. Looking out a couple of years, he could see $11-$12 in earnings. Very, very good at execution. Yield of 0.54%.

wholesale distributors
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Stuart Hinshelw

US Equitie, BMO Nesbitt Burns...

Price Price
$177.480
Owned Owned
Yes

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TOP PICK
Pfizer Inc(PFE-N) 

February 18, 2014

Organic growth in large cap pharmaceutical companies is something like 2%-3% and in order to offset that, they sell non-core assets and put that money back in their pipeline. This company’s pipeline has Prevnar which they are going to use in adults, as well as a breast cancer drug. These 2 drugs combined he feels are somewhere in the $2 billion range over the next couple of years. Feels the stock is worth $35-$36 on an analysis basis. Yield of 3.25%.

biotechnology/pharmaceutical
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Organic growth in large cap pharmaceutical companies is something like 2%-3% and in order to offset that, they sell non-core assets and put that money back in their pipeline. This company’s pipeline has Prevnar which they are going to use in adults, as well as a breast cancer drug. These 2 drugs combined he feels are somewhere in the $2 billion range over the next couple of years. Feels the stock is worth $35-$36 on an analysis basis. Yield of 3.25%.

biotechnology/pharmaceutical
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Stuart Hinshelw

US Equitie, BMO Nesbitt Burns...

Price Price
$31.880
Owned Owned
Yes

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BUY
Abbott Labs(ABT-N) 

February 18, 2014

Growth in large-cap pharmaceutical business is fairly anaemic. There are not a lot of great growth prospects. What he does like about this company is that they have a medical technology business, a nutritionals business as well as a traditional pharmaceutical business i.e. all the components of the healthcare sector. Feels there is some growth from an earnings perspective. (See Top Picks.)

biotechnology/pharmaceutical
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Growth in large-cap pharmaceutical business is fairly anaemic. There are not a lot of great growth prospects. What he does like about this company is that they have a medical technology business, a nutritionals business as well as a traditional pharmaceutical business i.e. all the components of the healthcare sector. Feels there is some growth from an earnings perspective. (See Top Picks.)

biotechnology/pharmaceutical
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Stuart Hinshelw

US Equitie, BMO Nesbitt Burns...

Price Price
$38.930
Owned Owned
Yes

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COMMENT
Altaba Inc(AABA-Q) 

February 18, 2014

Yahoo (YHOO-Q) versus Google (GOOG-Q)? Google has 60%-70% plus of market share in terms of Search and is clearly the dominant player in the space. On ad based revenue growth, they been able to grow and currently have a new “enhanced campaign” for targeted marketing. Yahoo is getting beaten out by Google. If you want to play search, growth in mobile and ad revenues, Google is the one to play.

computer software/processing
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Yahoo (YHOO-Q) versus Google (GOOG-Q)? Google has 60%-70% plus of market share in terms of Search and is clearly the dominant player in the space. On ad based revenue growth, they been able to grow and currently have a new “enhanced campaign” for targeted marketing. Yahoo is getting beaten out by Google. If you want to play search, growth in mobile and ad revenues, Google is the one to play.

computer software/processing
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Stuart Hinshelw

US Equitie, BMO Nesbitt Burns...

Price Price
$38.305
Owned Owned
Unknown

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COMMENT
American Airlines Group(AAL-Q) 

February 18, 2014

Feels there is a trading catalyst to own an airline here. There has been some consolidation in this space. Traditionally these are not well run businesses but there is less capacity now, fuel is moving up and surcharges can be passed on. If they can manage those earnings and can guide the street conservatively, a case could be made for them. If you start to see passenger trends roll over, it would probably be time to sell.

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Feels there is a trading catalyst to own an airline here. There has been some consolidation in this space. Traditionally these are not well run businesses but there is less capacity now, fuel is moving up and surcharges can be passed on. If they can manage those earnings and can guide the street conservatively, a case could be made for them. If you start to see passenger trends roll over, it would probably be time to sell.

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Stuart Hinshelw

US Equitie, BMO Nesbitt Burns...

Price Price
$34.310
Owned Owned
No

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COMMENT
Alphabet Inc. / Google(GOOG-Q) 

February 18, 2014

Yahoo (YHOO-Q) versus Google (GOOG-Q)? Google has 60%-70% plus of market share in terms of Search and is clearly the dominant player in the space. On ad based revenue growth, they been able to grow and currently have a new “enhanced campaign” for targeted marketing. If you want to play search, growth in mobile and ad revenues, this is the one to play.

Business Services
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Yahoo (YHOO-Q) versus Google (GOOG-Q)? Google has 60%-70% plus of market share in terms of Search and is clearly the dominant player in the space. On ad based revenue growth, they been able to grow and currently have a new “enhanced campaign” for targeted marketing. If you want to play search, growth in mobile and ad revenues, this is the one to play.

Business Services
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Stuart Hinshelw

US Equitie, BMO Nesbitt Burns...

Price Price
$1210.880
Owned Owned
Yes

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BUY
Coca-Cola Company(KO-N) 

February 18, 2014

Just reported and numbers were essentially in line from an EPS standpoint. Revenues were at little bit lighter than expected. This is a business that has a significant exposure to foreign exchange and has a large EGM business. Both of those businesses are under pressure and there is little they can do about it. The next thing this company needs to do is to buy a snack food business.

food processing
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Just reported and numbers were essentially in line from an EPS standpoint. Revenues were at little bit lighter than expected. This is a business that has a significant exposure to foreign exchange and has a large EGM business. Both of those businesses are under pressure and there is little they can do about it. The next thing this company needs to do is to buy a snack food business.

food processing
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Stuart Hinshelw

US Equitie, BMO Nesbitt Burns...

Price Price
$37.470
Owned Owned
Unknown

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DON'T BUY
Walmart Inc(WMT-N) 

February 18, 2014

Doesn’t like the market they sell into. This seems to be a market that is completely dominated by price. It is a volume purchaser. Likes the Costco Wholesale (COST-Q) model much better where it is a membership-based business. Has been stuck in the $73-$75 range for a while, because there is not a lot of top line growth. They’ll have to do acquisitions.

department stores
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Doesn’t like the market they sell into. This seems to be a market that is completely dominated by price. It is a volume purchaser. Likes the Costco Wholesale (COST-Q) model much better where it is a membership-based business. Has been stuck in the $73-$75 range for a while, because there is not a lot of top line growth. They’ll have to do acquisitions.

department stores
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Stuart Hinshelw

US Equitie, BMO Nesbitt Burns...

Price Price
$75.330
Owned Owned
No

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SELL
Vodafone Group PLC(VOD-Q) 

February 18, 2014

He would tend to be a seller of this. Nothing wrong with the company, but you’ve got the deadlines coming up where the transition is going to take place in their business and then they’ll be flush with cash and what are they going to do with it. Thinks you can get this back in the $33-$34 range.

Telecommunications
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He would tend to be a seller of this. Nothing wrong with the company, but you’ve got the deadlines coming up where the transition is going to take place in their business and then they’ll be flush with cash and what are they going to do with it. Thinks you can get this back in the $33-$34 range.

Telecommunications
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Stuart Hinshelw

US Equitie, BMO Nesbitt Burns...

Price Price
$37.090
Owned Owned
No

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COMMENT
Metlife(MET-N) 

February 18, 2014

Likes life insurers in general. Fundamentals in the business have improved and have recovered a significant amount from where they were 2 years ago. At this level, the stock is probably just going to go sideways.

insurance
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Likes life insurers in general. Fundamentals in the business have improved and have recovered a significant amount from where they were 2 years ago. At this level, the stock is probably just going to go sideways.

insurance
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Stuart Hinshelw

US Equitie, BMO Nesbitt Burns...

Price Price
$51.070
Owned Owned
Yes

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BUY
CSX Corp(CSX-Q) 

February 18, 2014

Has been one of his favourite railroads. Very solid management team. Stock had a big run, corrected and came back down to the 200 day moving average giving you a good opportunity to Buy. Thinks the coal headwind is understood but doesn’t mean there is not additional downside. If you believe that the US economy is going to continually grind forward over the next 2 years, this rail moves all kinds of housing related products, auto products and with a cheaper Cdn$ they bring lumber down from Canada.

Transportation
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Has been one of his favourite railroads. Very solid management team. Stock had a big run, corrected and came back down to the 200 day moving average giving you a good opportunity to Buy. Thinks the coal headwind is understood but doesn’t mean there is not additional downside. If you believe that the US economy is going to continually grind forward over the next 2 years, this rail moves all kinds of housing related products, auto products and with a cheaper Cdn$ they bring lumber down from Canada.

Transportation
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Stuart Hinshelw

US Equitie, BMO Nesbitt Burns...

Price Price
$27.410
Owned Owned
Yes

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PAST TOP PICK
ConocoPhillips(COP-N) 

February 18, 2014

(A Top Pick April 19/13. Up 18.39%.) Still likes. As energy stocks sold off coming into the new year, they were pressured like everybody else. Earnings were somewhat mixed. Valuations are still reasonable, especially since the stock has pulled back.

integrated oils
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(A Top Pick April 19/13. Up 18.39%.) Still likes. As energy stocks sold off coming into the new year, they were pressured like everybody else. Earnings were somewhat mixed. Valuations are still reasonable, especially since the stock has pulled back.

integrated oils
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Stuart Hinshelw

US Equitie, BMO Nesbitt Burns...

Price Price
$65.370
Owned Owned
Yes

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PAST TOP PICK
General Electric(GE-N) 

February 18, 2014

(A Top Pick April 19/13. Up 21.37%.) They have a railcar business, healthcare technology business, 25% of revenues exposed to energy on the services and pipelines side. Have run off the capital side and earnings are naturally going to be lower. What people miss on this is that it also brings down risk exposure.

electrical/electronic
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(A Top Pick April 19/13. Up 21.37%.) They have a railcar business, healthcare technology business, 25% of revenues exposed to energy on the services and pipelines side. Have run off the capital side and earnings are naturally going to be lower. What people miss on this is that it also brings down risk exposure.

electrical/electronic
0 0 0 0 0
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Stuart Hinshelw

US Equitie, BMO Nesbitt Burns...

Price Price
$25.650
Owned Owned
Yes

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