Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Peter Hofstra and Jim Huang commented about whether PBG.TO, AL.TO, Y.TO, CCO.TO, ANP.TO, ACE.H.V, CNR.TO, OBE.TO, PKZ.TO, BCE.TO, BBD.B.TO, ADBE, JNPR, SW.TO, MSFT, GAC.TO, GOOG, PFE, IBM, CSCO, MXIM, AMAT, SYMC, CSN.TO, NOK, OTEX.TO, ATY.TO, ATS.TO, QCOM, NTEL.TO are stocks to buy or sell.
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BUY
If you get it at fair value, you get a 9/10% return. Have given a very bold forcast for their coming fiscal year and are really looking at double digit growth. Doesn't expect a special dividend, but a lot more in share buy-back.
Peter HofstraOwned
computer softwareprocessing
TOP PICK
Acquired Macromedia which has the Flash Player. They are all about getting animation in video out through the internet. Profitability metrics are phenominal. Good growth products.
Peter HofstraOwned
computer softwareprocessing
HOLD
Things are getting better after a couple of tough years. The travel industry is recovering. The real upside here is from the business jets. Could get to $4.50, maybe $5.
Jim HuangOwned
transportation equip & components
HOLD
In a transition now. They need to reposition from the old technology to the new internet based technology which they are doing. The flip side of that is they are having to spend over the last couple of years. Competition is getting more fierce. Has a lot of free cash flow giving them a lot of options. Can't see a lot of upside.
Jim HuangOwned
telephone utilities
TOP PICK
More a case of holding for the $55 cash bid rather than buying. Has lots of oil and is trading very cheaply. Thinks there will eventually be a spinout of a junior oil by the current management which will create value.
Jim HuangOwned
oilgas
BUY
Likes the management and asset base. Price has gone up quite a bit in the last couple of months. The potential is in the large land base and all the assets they have.
Jim HuangOwned
oilgas
HOLD
Had some bad luck lately, but they'll overcome that. He likes the company. Buy for the long term rather than the short term. Fairly valued, but not over valued.
Jim HuangOwned
Transportation
TOP PICK
"A" Shares. Right now, this airline stock looks compelling. The airline business is recovering. People are travelling again, the economy's good. Even though the oil prices are high, they are able to pass on a lot of costs. Aeroplan is worth $2.3 billion to them.
Jim HuangOwned
Transportation
WEAK BUY
Had some rough patches lately. Biggest claim to fame is licensing of their technology to Boston Scientific. They continue to be successful, the problem is, what do they do for an encore. Sales are set to decline. Have a good cash position and hopefully they will come up with a new product that will be successful. High risk and potentially high reward.
biotechnologypharmaceutical
BUY
Their fortune is riding on the whole energy complex. In a unique position to take a big market share. They should continue to do well.
Jim HuangOwned
integrated mines
TOP PICK
Very stable cash flow. High profit margins and a lot of free cash flow. Able to control their costs and leverage their economic growth. Have been able to do 5/6% growth.
Jim HuangOwned
communicationsmedia
BUY
High energy prices have been holding them back. Aluminum is very well controlled, so their challenge is to be able to control their costs and make it available for more products. A long term holding.
Jim HuangOwned
integrated mines
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