COMMENT
Currently suffering because oil has come down. Expect they will be back in the market raising money to cover their enormous potential CapX needs. This could be a damper on the stock. If oil goes back about $80, the stock will take off for sure.
COMMENT
Generic drugs are going to thrive. Cost of drugs is killing global governments that pay for them. The solution is generics that typically cost a fraction. He is wary of the entire pharmaceutical industry.
DON'T BUY
Just reported earnings, which didn't look good. Uranium is a long story, not a short story. There will be a lot of nuclear reactors built but slowly. Takes a long time to design, build and commission a reactor. Prefers Cameco (CCO-T), which is a hold for 5-10 years.
BUY
One of the world's largest producers of molybdenum. For stainless steel and an alloy for specialty steels. Really a question of the world economy. Earnings were a little weak last quarter. He would buy up to $18.
BUY
Money management sector has been lacklustre because people were not buying mutual funds after the market crash in 2008. An enormous amount of money is in money market funds and bond funds earning little because people are still nervous. Eventually that money is going to move back into stocks. Companies like this will resume their growth pattern.
BUY
FedEx (FEX-N) and United Parcel Service (UPS-N) are both viewed as barometers for the general economy. He prefers FedEx of the two. Gross margins and expense ratios indicate they are better run company.
WEAK BUY
FedEx (FEX-N) and United Parcel Service (UPS-N) are both viewed as barometers for the general economy. He prefers FedEx of the two. Gross margins and expense ratios indicate they are better run company.
DON'T BUY
Stock has been a huge disappointment to investors. It's always a company that is going to make a bunch of money tomorrow but never seems to. Tremendous resources. 3% dividend.
DON'T BUY
(Market Called Minute.) IPO that was more sold them bought. Would prefer one of the established players instead.
BUY
(Market Called Minute.) Of all the car companies globally, this one is looking more and more like the smart one.
STRONG BUY
(Market Called Minute.) Thinks it has been oversold. A next year’s story on the price of fertilizers.
DON'T BUY
(Market Called Minute.) Strictly a no-growth legacy story. There is also no potential for increasing of income.