Latest Stock Buy or Sell? Make More Informed Decisions!
Today, David Baskin commented about whether KMB, BB.TO, FDG.UN.TO, HPQ, TIM.TO, GE, L.TO, MSFT, CP.TO, CNR.TO, V, EMA.TO, PFE, BAC, BWR.TO, IMN.TO, LUN.TO, CM.TO, T.TO, VLO, ESI.TO, PD.TO, CFW.TO, RET.A.TO, NA.TO, CRR.UN.TO, RCI.B.TO, POW.TO, FTT.TO are stocks to buy or sell.
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TOP PICK
Caterpillar equipment in Western Canada is benefiting from winter Olympics and will ultimately benefit from pipelines going north and tar sands in Alberta. Tremendous business in South America where most of the world’s new mines are being built. Big recurring revenue from service and parts.
David BaskinOwned
wholesale distributors
TOP PICK
Their mutual fund along with others has not been able to grow assets. When money starts flowing back into the market, this will do pretty well. Also insurance companies have had some problems with assets being hit by the credit crisis. This company has a 17% ROE. Dividend has gone up very sharply and is almost as high as the banks. Trading at around 9X next year's earnings.
David BaskinOwned
mngmntdiversified
TOP PICK
Suffered from the belief that new entrants who buy Spectrum in the government's auction will impact on margins in the cellular market. Doesn't think this will happen for 3 or 4 years. An absolute cash flow machine and sells at about 8X cash flow. Dividend has been increased radically.
David BaskinOwned
Cable
PAST TOP PICK
(A Top Pick July 17/07. Down 2%.) Nothing wrong with this one. Under followed. Likes the 7.7% yield. Pretty good commercial property. Good defensive Buy.
David BaskinOwned
property mngmntinvestment
PAST TOP PICK
(A Top Pick July 17/07. Down 12%.) Had a problem with asset backed commercial paper. When this is cleaned up, probably midsummer, it should go back up. Earnings were the best of all 6 big banks. Attractive dividend that is sustainable. Very good Buy right now.
David BaskinOwned
banks
PAST TOP PICK
(A Top Pick July 17/07. Down 31%.) Very disappointed by their results. He bought based on good growth and attractive dividend and they then had 3 bad quarters in a row. Sold most of his holdings.
David BaskinOwned
clothing stores
BUY
Calfrac Well Services (CFW-T), Precision Drilling (PD.UN-T), Ensign Resource (ESI-T). Involved in fracturing, an expensive exploration/production service, which basically fractures rocks to release petrochemicals. With higher natural gas, companies are starting to use this service. Bullish on natural gas. These companies can be very cyclical and will fall off the table when energy prices weaken.
oilgas field services
BUY
Calfrac Well Services (CFW-T), Precision Drilling (PD.UN-T), Ensign Resource (ESI-T). Involved in fracturing, an expensive exploration/production service, which basically fractures rocks to release petrochemicals. With higher natural gas, companies are starting to use this service. Bullish on natural gas. These companies can be very cyclical and will fall off the table when energy prices weaken.
oilgas field services
PAST TOP PICK
Calfrac Well Services (CFW-T), Precision Drilling (PD.UN-T), Ensign Resource (ESI-T). Involved in fracturing, an expensive exploration/production service, which basically fractures rocks to release petrochemicals. With higher natural gas, companies are starting to use this service. Bullish on natural gas. These companies can be very cyclical and will fall off the table when energy prices weaken.
oilgas
BUY
Outlook for 4-5 years is not stellar, but not bad either. Has been beaten down because of the Spectrum auction for wireless. Doesn't see competition happening soon or eroding margins very fast. Likes the dividend yield.
David BaskinOwned
telephone utilities
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