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Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Douglas Kee and Peter Brieger commented about whether U.TO, DML.TO, HR.UN.TO, XGD.TO, BNP.TO, ECA.TO, VT.TO, PPL.TO, BB.TO, EMA.TO, UTS.TO, SPM.TO, BBD.B.TO, RCI.B.TO, TRP.TO, FTS.TO, OBE.TO, POT.TO, CNR.TO, CP.TO, DAY.TO, SLF.TO, MFC.TO, AGU.TO, CNQ.TO, SZ.TO, CPG.TO, IPL.TO, PWF.TO, TRI.TO, NAE.TO, TS.B.TO, SJR.B.TO, BNS.TO, BCE.TO are stocks to buy or sell.
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COMMENT
Increased dividends by 5% twice since the Teachers deal fell through. Over the last 5 years the dividend is actually down about 8%. Thinks management is doing a good job. Cutting costs, reorganizing management and getting more aggressive on the wireless side. 6.5% yield. Could be 5%-10% capital appreciation also.
Douglas KeeOwned
telephone utilities
HOLD
Not as positive on insurance companies as he is on the banking sector as they have credit problems on their bond portfolios as well as some volatility to earnings. Expects returns to be lower than what they have been.
Douglas KeeOwned
insurance
COMMENT
Not as positive on insurance companies as he is on the banking sector. Have credit problems on their bond portfolios as well as some volatility to earnings but not as severe as ManuLife (MFC-T). Expects returns to be lower than what they have been. Good company, well managed and basic good dividend. Over 4% yield.
Douglas KeeOwned
insurance
BUY
Free cash flow story. Balance sheet is in good shape and the business is running well.
Douglas KeeOwned
Cable
BUY
Payout is a little high but he thinks the earnings will come back quite nicely next year. Likes the international side, which will be a growth area longer term and a higher margin business. Loan-loss provisions on that side are kind of lagging. Domestic retail is good.
Douglas KeeOwned
banks
TOP PICK
$400-$500 million free cash flow in the next couple of years. History of increasing dividends and buying back shares. Potential for wireless but doesn't think they will invest in this right now but will piggyback on what Rogers (RCI.B-T) does for them.
Douglas KeeOwned
Cable
BUY
About 50/50 gas and oil. Payout of about 60%. Working on a light oil play that could add very nicely to production over the next couple of years.
Douglas KeeOwned
oilgas
TOP PICK
5-year dividend record is excellent and the payout is reasonably low. Going through the Reuters merger so 2010-2011 costs and synergies are going to come back as positive earnings growth. Free cash flow will probably be $1.5 billion. Good record of increasing dividends and buying back shares.
Douglas KeeOwned
publishingprinting
TOP PICK
Good free cash flow and have been buying back shares. This is a call on the North American economy where Canadian Pacific (CPR-T) is a call in the global economy. Low cost producer.
Douglas KeeOwned
Transportation
BUY
In the insurance company group but is way more diversified. Has Great West Life (GWO-T) and IGM Financial (IGM-T). A dividend grower.
Douglas KeeOwned
financeleasing
TOP PICK
(Past Top Pick Oct 16/08. Up 35%.) Will be staying in their limited partnership format and will have enough money coming in from additional pipeline business to cover taxes so the 8.9% distribution will be maintained for the foreseeable future.
Peter BriegerOwned
oil pipelines
TOP PICK
He is strong on crude. Pure player, producing highest quality crude of any producer in Canada plus a medium quality crude in southwest Saskatchewan. Amply demonstrated ability to 1) find interesting exploration areas, 2) ability to turn exploration into positive initial primary production and 3) able to double production from existing wells. Have up to 1800 drilling locations. 7.7% yield.
Peter BriegerOwned
oilgas
TOP PICK
Has a positive view on asset/investment managers. A very highly leveraged business in that most firms have enough people to allow them to significantly increase assets over the next 5 years. Looking for 10%-11% annual growth. Expecting a dividend increase next year. Look to hold for 3-5 years and take your time buying.
Peter BriegerOwned
investment companiesfunds
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