Latest Top Picks

Stock Opinions by Keith Graham

BUY
Well run. A lot of cash flow. Good dividend.
DON'T BUY
Has a liquidity problem. Could eventually be consolidated. Good base of fibre optics.
DON'T BUY
A low margin business. Has grown well. Spending more cash than they are generating. Getting close to good value.
TOP PICK
Has grown their sales and earnings. Well managed. Good price. 10 X cash earnings and 7 X cash flow.
DON'T BUY
Large write off on their books. Weak cash flow.
DON'T BUY
Has a business that will work. Overpriced.
TOP PICK
A leader in its sector. No debt. A lot of cash flow.
DON'T BUY
High quality. Expensive and economically sensitive.
DON'T BUY
In a lot of trouble. Will have to be restructured.
DON'T BUY
Doesn't like oil/gas in royalty trusts because of declining asset base.
DON'T BUY
Doesn't see a long term upside in their product.
DON'T BUY
Questions the business model.
BUY
In a hostile takeover bid in US. Sector near the bottom. A high quality company.
DON'T BUY
Good quality stocks, but fully valued now.
DON'T BUY
Good quality stocks, but fully valued now.
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