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Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Ara Nalbandian commented about whether BCE.TO, MBT.TO, VT.TO, PFE, POW.TO, MFC.TO, C, BAC, MA, V, TECK.B.TO, POT.TO, ADM, BBD.B.TO, BPO.TO, LNR.TO, MG.TO, TD.TO, RY.TO, HNU.TO, CAT, DE, AFN.TO, AP.UN.TO, L.TO, JNJ, ATB.TO, MRK, SGP, WN.TO are stocks to buy or sell.
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TOP PICK
At a historical discount relative to underlying net asset value, which includes Loblaws (L-T) and a net cash position coming from various different US businesses that they have sold.
Ara NalbandianOwned
food processing
TOP PICK
Merging with Merck (MRK-N). Combination will create a very strong pipeline of products, which for many years will have a good growth profile. It will merge short to mid cycle products with longer-term type products and thinks there are significant synergy type benefits. You could also own Merk but this is a discounted way of playing this. (See also MRK-N.)
Ara NalbandianOwned
biotechnologypharmaceutical
TOP PICK
Merging with Schering-Plough (SGP-N). Combination will create a very strong pipeline of products, which for many years will have a good growth profile. It will merge short to mid cycle products with longer-term type products and thinks there are significant synergy type benefits. You could also own Schering-Plough, which is a discounted way of playing this. (See also SGP-N.)
Ara NalbandianOwned
biotechnologypharmaceutical
TOP PICK
Health supplements. Has been growing through both organic and acquisitions. Has about 13% US market share and are quite strong in Europe. Their intention is to grow to about 20% market share. Attractively priced at about 8X forward earnings.
Ara NalbandianOwned
Consumer Products
PAST TOP PICK
(A Top Pick July 3/09. Up 7.31%.) Likes the diverse products in their pharmaceutical and medical devices as well as their consumer products area. Still a Buy.
Ara NalbandianOwned
biotechnologypharmaceutical
PAST TOP PICK
(A Top Pick July 3/09. Down 6.45%.) Making a number of positive adjustments in their operations and marketing.
Ara NalbandianOwned
food stores
PAST TOP PICK
(A Top Pick July 3/09. Up 7.81%.) Strong and safe distribution. Attractive assets. Unique asset class and well managed.
Ara NalbandianOwned
investment companiesfunds
BUY
SELL
A lot of the auto parts company have had significant runs because they have kept their balance sheets low in debt. Also the stimulus in the auto sector has been of benefit to them. At this point they have run a little bit too far and he would suggest taking profits. Would prefer Linamar (LNR-T) on a pullback.
Automotive
BUY ON WEAKNESS
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