Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Christine Poole commented about whether WMT, ATRL.TO, TA.TO, PD.TO, BCE.TO, MBT.TO, POT.TO, AGU.TO, BB.TO, ENB.TO, GE, SU.TO, GWO.TO, MFC.TO, BPO.TO, PPL.TO, XGD.TO, ABX.TO, TECK.B.TO, TRP.TO, T, CBY, RCI.B.TO, HPQ, UTX, ECA.TO, GIB.A.TO are stocks to buy or sell.
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TOP PICK
Outsourcing services and consulting assistance integration. Latter business has suffered in the recession but they have been getting new contract wins in the US. Have grown their backlog so there is good earnings visibility.
Christine PooleOwned
consulting
TOP PICK
Hedged 2/3rds of their 2009 natural gas production at about $9 and about 45% of 2010 at over $6 so that is protecting their cash flow and capital spending program. Gas at $3 is way out of whack with the price of crude. With a significant decline in drilling and a pickup in industrial activity, gas prices should start to move higher next year.
Christine PooleOwned
oilgas
TOP PICK
Diversified Aerospace and industrial products. Have leading divisions such as Carrier, Otis Elevators and Pratt & Whitney. Good management team. Uniquely positioned because of their aftermarket sales, which should cushion their earnings with any decline in original equipment demand. Will also benefit from infrastructure spending and emerging economies. 2.7% dividend.
Christine PooleOwned
mngmntdiversified
PAST TOP PICK
(A Top Pick July 21/09. Up 9.22%.) Just reported good results. Acquired EDS last year and integration is ahead of schedule. Still sees a lot of upside margin improvement. Demand in the US and China has stabilized although some concerns in Europe.
Christine PooleOwned
electricalelectronic
PAST TOP PICK
(A Top Pick July 21/09. Down 5.08%.) Still likes this one long-term. Largest wireless player and still have the highest R2 (?) and the lowest churn. Their exclusive rights to the iPhone will benefit them long-term.
Christine PooleOwned
Cable
PAST TOP PICK
(A Top Pick July 21/09. Up 4.38%.) Still likes. Have a very good position in emerging markets.
Christine PooleOwned
food processing
COMMENT
Manulife (MFC-T) versus Great West (GWO-T)? Manulife is much more equity market sensitive as it has a higher portfolio of guaranteed variable annuities. Great West has much less exposure and their guarantee is not as aggressive. Manulife’s new management team has decided to de-risk the business and build up capital, which is one of the reasons they cut the dividend. Good exposure geographically.
Christine PooleOwned
insurance
COMMENT
Manulife (MFC-T) versus Great West (GWO-T)? Manulife is much more equity market sensitive as it has a higher portfolio of guaranteed variable annuities. Great West has much less exposure and their guarantee is not as aggressive. Manulife’s new management team has decided to de-risk the business and build up capital, which is one of the reasons they cut the dividend.
Christine PooleOwned
insurance
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