Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Michael Simpson, CFA commented about whether ARX.TO, IPL.TO, AAV.TO, SHN.UN.TO, PRQ.TO, FET.UN.TO, RRR.UN.TO, OSP.UN, CNE.UN.TO, CSS.TO, CPG.TO, TET.TO, SPB.TO, PD.TO, NWC.TO, NVU.UN.TO, TOT.TO, PVE.TO, CWX.TO, WRK.UN.TO, WFD.UN.TO, ATS.UN.TO, PZA.TO, EEE.UN.TO, NPI.TO, FRU.TO, FDG.UN.TO, HTE.UN.TO, KCP.UN.TO, WCN.TO, Y.TO, BDGI.TO are stocks to buy or sell.
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BUY
Does trench work for oil/gas in industrial and utilities sectors. No long-term debt. They're paying for their growth expansion through internal generated cash flow. Good management. Like their growth prospects.
Michael Simpson, CFAOwned
INDUSTRIAL PRODUCTS
BUY
Strong market share. Very strong EBITDA margins. Trades at a fair multiple.
Michael Simpson, CFAOwned
communicationsmedia
BUY
BUY
Originally they were in the private label bleach but have expanded to other consumer products as well as health/beauty care. Sees more growth on the pharmaceutical and healthcare side. Management has done a good job.
Michael Simpson, CFAOwned
investment companiesfunds
DON'T BUY
They recently announced the price they will get for their metallurgical coal, which was a little bit lower than the market expected. They are faced with some bottlenecks in western Canada, including the rail line and shortage of tires for trucks. Longer term he likes coal. If stock price fell more, he would take a look at it.
other mines
BUY
A smaller oil/gas trust with more exposure to oil. Unique, in that they are a royalty structure. They allow others to drill on their properties and they collect the royalties. In high oil/gas prices, they benefit from the amount of drilling. Solid management.
Michael Simpson, CFAOwned
Financial Services
BUY
Very stable trust. Started with gas fired hydro plant but have diversified into wind power with a large project in Quebec. Good management and very stable prospects going forward. There won't be a lot of growth but he likes it.
Michael Simpson, CFAOwned
Utilities
PAST TOP PICK
(A Top Pick Dec 30/05. No change.) Two small distribution increases. Going very well in Ontario with their same store sales growth. Still likes it.
Michael Simpson, CFAOwned
food stores
PAST TOP PICK
(A Top Pick Dec 30/05. Up 13%.) This was a trucking IPO. They have done very well concentrating on the pharmaceutical and consumer industries. A very well-run company.
Michael Simpson, CFAOwned
Transportation
PAST TOP PICK
(A Top Pick Dec 30/05. Up 11%.) Stock was consolidated on a 15:1 basis. This Top Pick was based on his theme of stronger growth in western Canada. Very conservative and well-run. Still likes. Trades at a discount to its net asset value. Still sees more upside.
Michael Simpson, CFAOwned
property mngmntinvestment
BUY
There is only one key analyst that covers this. This is a REIT that is focused in the Quebec area with some Saskatchewan properties also. Payout ratio is about 95%. There will be more coverage and good stories coming out as it grows. This is a good opportunity to get in before growth. Good management.
Michael Simpson, CFAOwned
property mngmntinvestment
BUY
There is only one key analyst that covers this. This is a REIT that is focused in the Quebec area with some Saskatchewan properties also. Payout ratio is about 95%. There will be more coverage and good stories coming out as it grows. This is a good opportunity to get in before growth. Good management.
Michael Simpson, CFAOwned
property mngmntinvestment
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