WAIT
Has a model price of $21.62. Thinks the stock will stay at its currrent price for awhile. Suffering from negative earnings revisions last quarter. Hopefully they'll have another good quarter.
SELL
Model price has been the same at $53.30. The increase in the stock price has been a little overdone.
DON'T BUY
Trading at 1.5 X book and for a manufacturer that's pretty fair value. Balance sheet is quite large.
DON'T BUY
Always expensive to him. Has a model price of $29.55.
TOP PICK
Oil stocks in the US do not trade on a valuation comparable to Canada. IF they did, it should be a $90 stock.
BUY
His portfolio is now 22/23% oils.
BUY
Has been recommending it for a while and still sees value in it.
DON'T BUY
Has been a good long term position, but has a model price of $36.85, so it's not mispriced.
BUY
Has a model price of $65. Over the last couple of years, his model price has constantly moved up with all the banks. Pretty well likes all the banks except for the Commerce (CM-T). There's a buying opportunity.
WEAK BUY
Over the last couple of years, his model price has constantly moved up with all the banks. Pretty well likes all the banks except for the Commerce (CM-T). However with the recent drop in price, it is starting to look interesting.
BUY
Over the last couple of years, his model price has constantly moved up with all the banks. Pretty well likes all the banks except for the Commerce (CM-T). There's a buying opportunity.
BUY
Over the last couple of years, his model price has constantly moved up with all the banks. Pretty well likes all the banks except for the Commerce (CM-T). There's a buying opportunity.
TOP PICK
Banks are mispriced assets. His model price is $65 which is well over a 20% differential. Over the last couple of years, his model price has constantly moved up with all the banks. Pretty well likes all the banks except for the Commerce (CM-T). There's a buying opportunity. 3% yield.
SELL
Has always been expensive to him. There's substantial changes going on in its balance sheet. The balance sheet is getting bigger and bigger through acquiring companies, so those earnings have to go up even more. His model price is $25.52. Also, he's very bullish on the Cdn$.
BUY
Was hurt by the Atkins and transfat diets. His model price is $34.23, so it's a cheap buy, but he is finding value elsewhere.