Latest Top Picks

Stock Opinions by Keith Graham

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