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Martin Hubbes, CFA
Executive Vice-President/Chief Investment Officer at AGF Funds Inc.
Member since: Apr '01 · 331 Opinions
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Stock Opinions by Martin Hubbes, CFA
BUY
Suggestions for dividend stocks? Cdn bank shares still look attractive long term. Expecting dividend growth and there will be increases some time this year. Also some of the telecom stocks, such as Manitoba Tel (MBT-T) still look reasonable. Bonavista (BNP-T) is an oil/gas stock that has a very nice distribution.
Unknown
$0.020
Unknown
COMMENT
Makes a lot of sense for a long-term conservative investor. In the short term, the yield is now approaching 10-year bonds so that will cap the stock for the time being. Feels that Rogers (RCI.B-T) and Telus (T-T) offer better upside opportunity.
telephone utilities
BUY
Took a major dip last week, but not sure why. Long term the stock has a very interesting opportunity. Have to find more gas off the Indian coast for the stock to move forward but the probability is pretty good. Have a strong partner in Reliance Energy.
oil / gas
TOP PICK
Good long-life assets and good projects. Likes management.
integrated oils
TOP PICK
Auto parts. 3 things going for this. 1) Participation in the recovery of the auto cycle. 2) Participation in the heavy duty trucking area and this cycle is just beginning and 3) CapX is going up. Skyjack should get back to a much more profitable environment. They also have the beginnings of plants in China.
transportation equip & components
TOP PICK
A contrarian move. Feels there is nothing but upside after the court ruling and the resignation of the CEO.
specialty stores
PAST TOP PICK
(A Top Pick Feb 18/10. Up 37.04%.) Still loves. Great management. Long term hold.
management / diversified
PAST TOP PICK
(A Top Pick Feb 18/10. Up 33.67%.) Taken a bit of profit on this. Still a good company. Cisco (CSCO-Q) just missed on government contracts so wonders if they will see a hiccup like that as 25%-30% of their business is government.
consulting
PAST TOP PICK
(A Top Pick Feb 18/10. Down 12.77%.) Good value and he sees good upside growth. Market is not properly valuing the international growth that they have been putting up. Focused too much on the US where it has struggled more. The cash flow supports a much higher valuation.
electrical / electronic
COMMENT
If you are optimistic about copper prices, it is a Buy here as it has one of the highest torques to copper price movement. Sold his holdings when they had a lot of issues with the Democratic Republic of Congo with the loss of some of the rights to their properties.
integrated mines
COMMENT
Was one of the high fliers but feels valuation catching up to reality. Longer term not a bad investment.
non-base metal mining
HOLD
The challenge longer term is that there is lots of iron ore. There will be quite a bit of production coming on over the next several years because everyone is aware of the demand from China. Easy money has been made. Not a Sell as he thinks it will still do OK.
Financial Services
TOP PICK
(A Top Pick Oct 22/09. Down 24%.) Stock getting cheaper even though they are still growing. Sold over 10 million phones last quarter. Ridiculously cheap at 10X earnings. Huge cash generator. Solid management.
electrical / electronic
TOP PICK
Stock stalled out because people were concerned about new entrants but new entrants are at the low end and this market is at the high end. Good cash flow.
Cable
TOP PICK
Good for long-term investors. Could go lower because other provinces could follow Ontario’s suit on generics. Good management.
specialty stores
