SELL
(Market Call Minute) Prefer MON
DON'T BUY
(Market Call Minute) Too highly valued
DON'T BUY
(Market Call Minute) Too highly valued
DON'T BUY
(Market Call Minute) Speculative
TOP PICK
In the mist of benefiting from a structural reset in margins through cost cutting. Thinks it has plenty of room to run. Shares are worth high $30s. It doubled earnings over the last 5 years. Risk/reward tradeoff is compelling.
TOP PICK
Indicative of why investors need to invest outside of Canada. Has a multi-decade record of dividend increases. Regulatory issues are behind it. Low double-digit earnings growth over the next couple of months. Well run. Business: 2/5ths from pharma 2/5ths medical devices and 1/5th consumer health care.
PAST TOP PICK
(Top Pick Feb 17/09, 24% Capital Gain) Still own. In Hong Kong, containing shopping malls and parking lots. Small investments gave dramatic increases in revenue. Distributions increasing.
TOP PICK
FFH.PR.C-T: Attractive alternative because of 5.5% yield and protection against inflation over the next 5 years. The pick of the litter. It’s a ‘reset’ preferred share.