Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Martin Hubbes, CFA commented about whether L.TO, AAH.TO, LLL.TO, TLM.TO, CWB.TO, POT.TO, AGU.TO, OPC.TO, MFC.TO, STN.TO, CCT.TO, X.TO, RCI.B.TO, BB.TO, IMG.TO, TIH.TO are stocks to buy or sell.

N/A
He uses a GARP style. Opportunities are a bit everywhere. Resource sector will continue to do well as long as growth in Asia continues, especially in the midcap area. In the financial services as people near the retirement age. In tech you have to may attention to RIM- the smart phone market is growing so fast that everyone can be successful.
TOP PICK
Loves the management team, has held it for a number of years. There is lots of growth in this market given the infrastructure required in oil and gas. As you build out infrastructure to transport natural gas, you need compression units and that’s where the growth is. Risk is the price of Nat Gas and economic activity – if stimulus’s don’t continue
TOP PICK
Good Production growth. Starting to diversify away from Africa. As they do that the valuation should come up due to safer geography and increased production. Risks are political and there are always operations risks.
TOP PICK
People worried that growth is coming to an end. Opportunity to buy the company at a substantial discount. Has held 3 or 4 years and recently added to position. As for competition the smart phone market is growing so fast that everyone can be successful.
BUY
Looks very reasonable in terms of valuation and best growth rate of any of the Telco’s.
PAST TOP PICK
(Top Pick Mar 23/09 Up .03%) Still likes and holds it.
PAST TOP PICK
(Top Pick Mar 23/09 Up 100.8%) Took some profits. Likes it long term, but it’s getting a little pricey
PAST TOP PICK
(Top Pick Mar 23/09 Up 21.57%) Still likes and holds it.
BUY
Building up their reserves. They got hit over the last market cycle. We’re through the worst of it. As people retire they will want more of their guaranteed products. They are growing internationally. He would buy after their next quarter because they are redoing some of their assumptions, then he would be a buyer long term.
BUY
It’s a long-term project and there is a lot to be learned. He went for Nexen, the other side of the partnership, because there’s more cash flow support. OPC is an excellent long-term opportunity. Technology they bring to the table is great and maybe they would be a take-out target.
BUY
You should hope the bid for CF fails. The risk is that the company overpays. You are bottoming out in the fertilizer cycle. It is a good story and demand around the world will expand. It’s a 3-5 year play. He owns POT. He’s gone for the thing that it is harder to produce more of.
BUY
He’s gone for the thing that it is harder to produce more of.
BUY
A very well run company. Sold it from HIS fund last year because of worry about interest margin compression, but that’s come and gone. They have a terrific management team. Grows conservatively and responsively and can expand across the country if they choose to. Hold it 2-5 years.
BUY
Thinks it is a cheap stock. Change of management and new one is putting ‘stamp’ on the company. They are defining their areas of growth and putting together their North America and Global strategy. Have some wonderful assets in the far east. It’s been undervalued since he has owned.
BUY
Seem to have products that people want. Would have guessed that sales would have been down but he was wrong. Sales will probably be very good this holiday. Risk is brand exhaustion but they are nowhere near that. It’s not a cheap stock.