BUY
It was a good time to buy it before today’s 9% increase. The play is the growth in the Chinese fertilizer market. It’s an interesting company. Still a good entry point. Agrium owns 50-60% so could buy it to get into China.
BUY
Converted to a corp. They have been really coming out of the gate. 3 Business: Sodium Chloride; Construction Chemicals; and Propane. The first two are where the growth is. The payout ratio and yield is ok. It’s a prudent name to own I you think the construction business in the US will turn around. 11.6% sustainable.
SELL
Took profits. Was a great name last year. Had such a big run that a lot of growth is priced in. Not geared to growing dividends.
HOLD
Had a number of accounting issues. It has been a turn-around story since then. Wait and see what happens in the next quarter report.
BUY
(Market Call Minute) Great name. Bought two companies and did well. Good payout ratio and sustainable yield.
BUY
(Market Call Minute)
BUY
(Market Call Minute)
HOLD
(Market Call Minute) Worried about insurance companies being soft.
BUY ON WEAKNESS
(Market Call Minute) Likes the name. Disappointed in the last quarter.
BUY
(Market Call Minute) Very interesting name, sustainable yield. Great play on infrastructure space.
TOP PICK
From a credit perspective, the high yield bonds are now 3.5-4% so there is significant improvement in the credit risk. The expectation is that the US banks will improve their book values. They should re-instate the dividend by year-end.
TOP PICK
Had a good run and in the process of re-calibrating as a company with the new management team. With new team, the stock is in the process of re-calibrating. Safe dividend payout. Cut down debt. Payout ratio looks sustainable.
TOP PICK
Seen coal prices go up in China so expects them to start importing methanol and as they drive more cars, the fuel will require more methanol. It’s a play on oil and more so on terminal coal prices. Are increasing their production capacity in a rising price environment.
PAST TOP PICK
(Top Pick Sep 29/09, Up 7.2%) (Preferred A.)It’s in the conversion range right now. Likes the company. Margins of Corn Ethanol have been strong. Lot of cash in their balance sheet. 6.5% dividend. Safe as it come close to its conversion price.
PAST TOP PICK
(Top Pick Sep 29/09, Up 0.6%) Fairfax 2018 7.35% bonds.. Insurance business has been doing very well. Bonds are a good buy.