RISKY
He has a model price of $23.99 and the current price is only $8.73. The model price has been coming down along with earnings estimates but it looks good to him. Doesn't qualify for his portfolios, as it is not big enough. On the re-emergence of the metals in the last month or so, it should be doing better. It may not be, because the Lundin family owns a controlling shares so not a takeover target.
DON'T BUY
He has no earnings estimates on this one. His model price is $1.38, a -70% differential.
DON'T BUY
Bought quite a chunk when it was very, very cheap during the dip in Jan/Feb. Getting a little expensive here. His model price is $40.84 a negative of 2% or 3%. He will probably sell this shortly. Try to buy oil on the dips.
DON'T BUY
Nowadays it's all about agriculture and momentum, but his model price is $53.22. A -56% differential. Stories are compelling, but he buys mispriced assets and this one does not qualify.
BUY
Model price is $27.41, a 50% upside to the model price. There has been a huge move off the $12 area but there is still more value.
BUY
He has a model price of $29.85 a 10%-11% upside to the model price.
DON'T BUY
Very expensive. He has a model price of $18.34. A -23% differential. Gold stocks have gone up farther than what their fundamentals warrant.
DON'T BUY
The model price is $50.27. That's a -52% differential. Not mispriced.
HOLD
Good blue-chip company. Pensioner had asked if she should sell and buy something else after holding for several years. He suggested to hold rather than playing the stock market. It will do well over the next 5 to 10 years.
COMMENT
He has a model price of $26.87, a 34% positive differential. On any pullbacks to about $16.90 he would be a buyer. Could add a little bit to your portfolio at this price and add more if it dropped to $16.90. Balance sheet looks pretty good.
PARTIAL BUY
The model price is $28.59, a positive differential of 18% or 19%. A long ways down from its $35 price in November. Not enough of a differential for him to get into his portfolio.
PARTIAL BUY
He has a model price of $89 giving and 11% or 12% positive differential. Even with the negative news on the auto industry, their earnings are still hanging in there.
DON'T BUY
(Market Call Minute.) His model price is $55.13. Not mispriced.
BUY
(Market Call Minute.) He has a model price of $22.40, a 28% positive differential.
BUY
(Market Call Minute.) He has a model price of $45.64, a positive 6% differential. Would recommend it because of the 5% dividend yield.