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Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Brian Acker, CA and Chris Fernyc commented about whether ISA.TO, CEP.TO, LSZ.TO, PVM.TO, GCE.TO, WTN.TO, AAC.B.TO, VRS.TO, TCW.TO, CFW.TO, AXP.TO, CMH.TO, IMX.TO, CRYP, MTK.TO, NTEL.TO, NII.TO, ASA.TO, WED.V, JP.V, CIC.TO, SW.TO, VMS.V, FLC.V are stocks to buy or sell.
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WEAK BUY
Recently purchased as a toe-in-the-water flea bite at less than 1% in his portfolio. One analyst believes there is some pretty good upside opportunity. Speculative.
Brian Acker, CAOwned
entertainment services
DON'T BUY
The real key in the near term is the flat panel display. That being said, Japanese and Koreans are now introducing their 6th generation to help drive down prices. Ranks in the bottom 15% in his database model. 2005 earnings are expected to go from a loss of $0.34 in 2004 to a loss of $0.48 in 2005.
INDUSTRIAL PRODUCTS
DON'T BUY
Ranks fairly well in his database model. In March/06 earnings are expected to go from $0.01 to $0.07. Against a stock price of approximately $1.19 that gives a 17 X PE and a .6 PE to growth. Part of the challenge is their ROE is about 5% which is not great. Year over year sales is up about 15%. A lot of competition in a nasty market.
computer softwareprocessing
HOLD
Ranks just below half in his database model. Fiscal year earnings are expected to go from $0.01 to $0.04 against approximately $0.65 stock price gives a 16PE and PE to growth of 1.1 X. Earnings forcast at the moment to go to $0.06 in 2006 which gives a 50% lift against a 11PE, so if they can deliver, it will be interesting.
electricalelectronic
DON'T BUY
Historically has grown about 5/6% per year generally in the wireline, wireless and service equipment. Still a ton of over capacity with a lot of competition. Ranks in the bottom 7% in his database model. Sales have gone down by 5% year-over-year. Negative earnings surprise of minus 3%.
Telecommunications
BUY
Reported very strong earnings that were better than analysts expected. They have an amazingly wonderful software that allows an increase of reserve life and reserves in an oil well and increasing production by approximately 4/7%.
Brian Acker, CAOwned
computer softwareprocessing
TOP PICK
Ranks well in his database model. Earnings estimates have gone up by 16% in the last 90 days. Year-over-year sales have gone up 14%. 22% ROE forcast on $1.43. Earnings going from a forcast of $1.20 in '04 to $1.43. Looking at $1.77 in '06, a 24% lift in '04, a 19% lift in '05. Feels it can go through resistance of $41.
Brian Acker, CAOwned
computer softwareprocessing
TOP PICK
Ranks in the top 3% in his database model. Estimates have been cranked up by 50% in the last 90 days. The real key is their announcement of a 4 theatre deal with the largest theatre operator in South Korea which makes 40 theatre deals in the last 6 months. Expecting to install 35 theatres this year.
Brian Acker, CAOwned
entertainment services
TOP PICK
Part pharmaceutical and part drug development. Very profitable. Strong balance sheet and lots of cash flow. Generates about US$1.50 free cash flow every year. In a very stable gastro-intestinal market. They're also in-licence some drugs which gives them some pretty good upside. Trading at about US$14 with $1 a share free cash on the balance sheet.
Chris FernycOwned
biotechnologypharmaceutical
BUY
Likes both Calfrac (CFW-T) and Trican (TCW-T). The pressure pumping business and the oil services industry is tremendously profitable. There's only about 4/5 players. It's very rational and necessary.
Chris FernycOwned
oilgas field services
TOP PICK
Thinks there's very solid upside over the next year and a half. If there's going to be media consolidation, this is an obvious target. Have 3 main assets, a 51% interest in a film distribution trust, a whole suite of specialty broadcast channels in Canada and 50% owners of the CSI TV series.
Chris FernycOwned
Broadcasting
DON'T BUY
Metalurgical coal is very cyclical in nature. A cautionary note on the junior coal companies in Canada:These are mines that are not cost competitive in a commodized industry. If coal prices roll back to $60, these companies won't make any money and will get mothballed again. Extremely high risk.
non-base metal mining
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