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Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Andrew Guy, CFA commented about whether KNA.TO, SBUX, SC.TO, LB.TO, RY.TO, PCA.TO, WCN.TO, DGI.TO, TRI.TO, REI.UN.TO, HR.UN.TO, AX.UN.TO, ARX.TO, CSE.TO, AEM.TO, K.TO, BNS.TO, CBF.UN.TO, GE, BAC, TLM.TO, MTL.TO, Y.TO, RBO.UN.TO, SRU.UN.TO, BCE.TO, TD.TO are stocks to buy or sell.
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TOP PICK
Very good opportunity at this point. Very strong management team and has the largest retail exposure, which should continue to do well.
Andrew Guy, CFAOwned
banks
TOP PICK
Latest earnings report suggests that the deal is going to go through. Gives about a 20% annualized return to the $42.75 target. There is also a dividend in the near term.
Andrew Guy, CFAOwned
telephone utilities
TOP PICK
Trading at a discount to its NAV at about 12%-13%. 7% free cash flow yield. Very attractively valued. Likes that it is Wal-Mart's landlord in Canada.
Andrew Guy, CFAOwned
investment companiesfunds
PAST TOP PICK
(A Top Pick Feb 8/07. Down 5% including distributions.) Didn't deliver on expectations, largely because of management's inability to flow through good top line results to the bottom line. A lot of potential good things. It's a Buy if management can go through the results. Watch.
Andrew Guy, CFAOwned
other services
PAST TOP PICK
(A Top Pick Feb 8/07. Up 2% including distributions.) Still likes. Management has done a great job of anticipating how quickly to move the business online.
Andrew Guy, CFAOwned
communicationsmedia
PAST TOP PICK
(A Top Pick Feb 8/07. Down 9% including distributions.) Yield is more than 11% but should be safe. Generates good growth in cash flows. Stock is off because the movement of drilling rigs is down. The rest of their business is doing well. Still a Buy.
Andrew Guy, CFAOwned
Transportation
BUY
Very intriguing story. Tends to be very volatile and to be taken as a proxy for the broader US economy. Significant amount of their business is outside of the US, so it is a play on Asian growth and Europe. It will benefit from the weaker US$. For a long-term point of view it is also a way of playing the green economy. Aggressively moving into this area.
electricalelectronic
DON'T BUY
It's parent company MacQuarie out of Australia, has done a great job of building on a global basis. This company came out as a power income trust, acquired a couple of companies on the cheap, but ended up as a bit of a hodgepodge and lost the interest of the market that was looking for a pure play. Cash flows are relatively safe but there is nothing there to cause it to rebound quickly.
managementdiversified
BUY
A sustainable business model in the energy area where they retain a certain amount of their cash flow to continue to do the development drilling in order to maintain production. Nicely balanced between oil and gas.
Andrew Guy, CFAOwned
oilgas
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