Burke Financial Strategies
Latest Top Picks
(A Top Pick Aug 22/16. Up 17.2%.) A great stock to talk about as there are a lot of lessons here. It is part insurance and part brokerage. At this time, he would not Sell the stock, but also would not add to his position.
(A Top Pick Aug 22/16. Up 36.98%.) If you are bullish on a sector, and you are right, you are going to do better on the smaller and mid-cap names.
(A Top Pick Aug 22/16. Up 36.98%.) If you are bullish on a sector, and you are right, you are going to do better on the smaller and mid-cap names.
(A Top Pick Aug 22/16. Up 21.82%.) Feels that there is still some room left in the stock. Of his 3 past top picks, this is the only one that he would buy. Good dividend yield and very high free cash flow yield. It is half insurance and have mutual fund. On the mutual fund side, they are mostly providing pension benefit services, which are going to probably get easier on administration.
(A Top Pick Aug 22/16. Up 21.82%.) Feels that there is still some room left in the stock. Of his 3 past top picks, this is the only one that he would buy. Good dividend yield and very high free cash flow yield. It is half insurance and have mutual fund. On the mutual fund side, they are mostly providing pension benefit services, which are going to probably get easier on administration.
A good stock to own, but he doesn’t own it, because he prefers stocks that pay generous dividends. He doesn’t think it is going to be too far in the future where you are going to start seeing some of that cash returned in the form of a dividend.
A good stock to own, but he doesn’t own it, because he prefers stocks that pay generous dividends. He doesn’t think it is going to be too far in the future where you are going to start seeing some of that cash returned in the form of a dividend.
Manufacturers of aluminum have not been very good stocks. Profit margins are not very good. He does not like to own stocks that lose money at the bottom of a cycle, and this is certainly one of those companies. There is a lot of risk with this.
Manufacturers of aluminum have not been very good stocks. Profit margins are not very good. He does not like to own stocks that lose money at the bottom of a cycle, and this is certainly one of those companies. There is a lot of risk with this.
Pays a very generous dividend. Right now consumer staples are really taking it on the chin, and have had it bad since interest rates started moving up in July. This has sold off partly because of BREXIT. In terms of unit sales globally, their sales are actually going up by 1%-2% per year. That is good and means the company is going to be okay. It wouldn’t be a bad idea to start adding this to your portfolio.
Pays a very generous dividend. Right now consumer staples are really taking it on the chin, and have had it bad since interest rates started moving up in July. This has sold off partly because of BREXIT. In terms of unit sales globally, their sales are actually going up by 1%-2% per year. That is good and means the company is going to be okay. It wouldn’t be a bad idea to start adding this to your portfolio.
Has owned this for a long time, somewhat frustratingly, because it hasn’t done very much. It pays a very generous dividend. Prefers Unilever (UL-N) because it has higher free cash flow yield. Although he is not selling his holdings in this company, there are better names to buy.
Has owned this for a long time, somewhat frustratingly, because it hasn’t done very much. It pays a very generous dividend. Prefers Unilever (UL-N) because it has higher free cash flow yield. Although he is not selling his holdings in this company, there are better names to buy.
When it comes to healthcare stocks, you have to differentiate between those pharmaceuticals that have very good margins without any threat to their profit margins, and a stock like this that makes implants. In the field of implants, there has been very little innovation in the last 10 years, and he thinks problems are going to come from both Medicare and Medicaid. Thinks they are going to be pushing prices down, not up, which is a threat to the implant manufacturers.
When it comes to healthcare stocks, you have to differentiate between those pharmaceuticals that have very good margins without any threat to their profit margins, and a stock like this that makes implants. In the field of implants, there has been very little innovation in the last 10 years, and he thinks problems are going to come from both Medicare and Medicaid. Thinks they are going to be pushing prices down, not up, which is a threat to the implant manufacturers.
Regional banks are relatively easy to evaluate. They either get processing fees to process mortgages, or they make spreads between what they pay out on their deposits and what they get on their mortgages. Feels they have been undervalued since 2008. Despite the recent rally, this is still undervalued.
Regional banks are relatively easy to evaluate. They either get processing fees to process mortgages, or they make spreads between what they pay out on their deposits and what they get on their mortgages. Feels they have been undervalued since 2008. Despite the recent rally, this is still undervalued.
This has been rumoured to be a takeover target along with a number of other firms, which hasn’t happened, and the stock has done reasonably well. He likes what this company does. They don’t have many competitors. They make the technology that makes possible what you see visually from the computer. Thinks it is a good stock to own.
This has been rumoured to be a takeover target along with a number of other firms, which hasn’t happened, and the stock has done reasonably well. He likes what this company does. They don’t have many competitors. They make the technology that makes possible what you see visually from the computer. Thinks it is a good stock to own.
The metric he likes most when it comes to evaluating stocks is the free cash flow yield, and this company has a tremendous one. He doesn’t own it because they don’t pay a very good dividend. Prefers Walmart (WMT-N) which has a free cash flow yield of almost 10%, and a dividend yield of about 3%. If you want to own a stock for appreciation, and not collect the dividend, Costco would work.
The metric he likes most when it comes to evaluating stocks is the free cash flow yield, and this company has a tremendous one. He doesn’t own it because they don’t pay a very good dividend. Prefers Walmart (WMT-N) which has a free cash flow yield of almost 10%, and a dividend yield of about 3%. If you want to own a stock for appreciation, and not collect the dividend, Costco would work.
He likes this because it has a strong free cash flow yield, in the 6% range. Pays a great dividend and is well run. The stock is starting to do better. This doesn’t have many competitors. He is not buying right now, but also not selling what he currently owns. 3.3% dividend yield.
He likes this because it has a strong free cash flow yield, in the 6% range. Pays a great dividend and is well run. The stock is starting to do better. This doesn’t have many competitors. He is not buying right now, but also not selling what he currently owns. 3.3% dividend yield.
Doesn’t think the dividend on this is safe. The problem is that they are just owing so much money. They are trying to acquire Time Warner, and will have to borrow money if the deal goes through. Feels the company is borrowing too much money. There are better names for you to buy.
Doesn’t think the dividend on this is safe. The problem is that they are just owing so much money. They are trying to acquire Time Warner, and will have to borrow money if the deal goes through. Feels the company is borrowing too much money. There are better names for you to buy.
Has had a difficult time with client’s portfolios because he has been moving out of consumer staples stocks which have done poorly with rising rates since July. That is uncomfortable, because this is the most stable sector, and he is trying to find names within that sector that he feels are going to grow and they are hard to find. Consumer staple stocks sales do not go down during recessions, which would be the same case with this company. This has a free cash flow yield of over 7%. The company thinks they can grow their top line revenues by 10% per year over the next 3 years. Dividend yield of 1.83%. (Analysts’ price target is $92.80.)
Has had a difficult time with client’s portfolios because he has been moving out of consumer staples stocks which have done poorly with rising rates since July. That is uncomfortable, because this is the most stable sector, and he is trying to find names within that sector that he feels are going to grow and they are hard to find. Consumer staple stocks sales do not go down during recessions, which would be the same case with this company. This has a free cash flow yield of over 7%. The company thinks they can grow their top line revenues by 10% per year over the next 3 years. Dividend yield of 1.83%. (Analysts’ price target is $92.80.)
(Or MFC-N in the US.) This gets business from 3 different geographic sectors. Canada represents about a 3rd of their profits, Asia represents about a 3rd, and the US represents the other 3rd. This does mainly life insurance sales in all 3 areas. They have tremendous growth in Asia. The company has tremendous free cash flow yield of over 20%. With interest rates going up, they should be able to deploy their free cash flow at higher rates. Dividend yield of 3.54%. (Analysts’ price target is $23.76.)
(Or MFC-N in the US.) This gets business from 3 different geographic sectors. Canada represents about a 3rd of their profits, Asia represents about a 3rd, and the US represents the other 3rd. This does mainly life insurance sales in all 3 areas. They have tremendous growth in Asia. The company has tremendous free cash flow yield of over 20%. With interest rates going up, they should be able to deploy their free cash flow at higher rates. Dividend yield of 3.54%. (Analysts’ price target is $23.76.)
(A Top Pick Aug 22/16. Up 17.2%.) A great stock to talk about as there are a lot of lessons here. It is part insurance and part brokerage. At this time, he would not Sell the stock, but also would not add to his position.