Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Michael Decter commented about whether MFC-T, NAE-T, CFX-T, BPO-T, NKO-T, BBD.B-T, BMO-T, BNS-T, CPG-T, RUS-T, CLM-T, HBM-T, JE-T, XBB-T, IPL-T are stocks to buy or sell.

TOP PICK
Defensive play. New big pipeline coming into their rate base for the next couple of quarters. Oil sands are firing back up giving them a lot of upside. Possible acquisition target. Doesn't have to convert because they are a partnership. 7.35% yield.
TOP PICK
Cdn bond market ETF. Barclays run this and they have $1.4 billion with 236 individual government bonds. For retail investors, individual bonds are hard to buy in small quantities without getting killed on the spread. 4.3% yield. If interest rates go up, this won't perform that well but if there is deflation, this is a holding action.
TOP PICK
Acquired Hudson Energy. This puts them into some new markets in the US, including small business, not just the residential market. Excellent management. Also doing very well on the green energy and getting a premium for selling it.
PAST TOP PICK
(A Top Pick July 20/09. Up 46.64%.) Still huge value here. They are sitting on $900 million in cash and have a great new mine, Laura copper/gold mine. If it got up to $16-$17 he might sell.
PAST TOP PICK
(A Top Pick July 20/09. Up 87.83%.) Took some of his money off the table but is happy with them.
PAST TOP PICK
(A Top Pick July 20/09. Up 29.57%.)
COMMENT
Terrific management team that are doing everything right. Kept their dividend when they converted so you get paid while you hold. 6%-7% yield. Long-term hold.
COMMENT
Likes Canadian banks and feels the dividends are safe. May take a bit of time before they increase dividends again. The premium banks are Toronto Dominion (TD-T) and Royal (RY-T), which carry a premium multiple, so this will give you a bit better dividend. Doesn't see another leg up in the short-term but in the medium-longer term it is fine.
COMMENT
Likes Canadian banks and feels the dividends are safe. May take a bit of time before they increase dividends again. The premium banks are Toronto Dominion (TD-T) and Royal (RY-T), which carry a premium multiple, so this will give you a bit better dividend. Doesn't see another leg up in the short-term but in the medium-longer term it is fine.
COMMENT
Have a delivery date for their C series airplanes and he expects a lot of sales for them over the next 10 years. Trains are doing well but he'd like to see them both hitting on all burners.
BUY ON WEAKNESS
Right at the top of his Watch list as there are a lot of good catalysts for it. Would like to get it a little lower. Great exposure to some elephant plays in Asia.
BUY
Very big cash balance sheet and are expected to go on a shopping spree for some really good properties. Own some very high-quality premium properties in the US. Good management.
COMMENT
Pulp prices doubled and there is a question whether pulp prices can be sustained. Recently increased distributions from $.12 a month to $.20 a month. Distributions should be sustainable as long as pulp prices did not come off another 20% but doesn't think they would have raised distributions if they were going to have to cut distributions. Yield of about 16%. Not for the faint of heart.
COMMENT
Well managed. If you are patient with this, it should be solid and it should do quite well over 6-9 months.
HOLD
There is concern that Q2 could be quite negative but they are trading at less than 50% of their market cap. If you have a longer-term time span, this is a company that will work its way through its difficulties, but may take 1 or 2 years.