Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Colin Stewart and Andrew Cook commented about whether PMD.V, U.TO, TDG.TO, ECA.TO, CLM.TO, ML.TO, STP.TO, UUU.TO, GO.TO, ELR.TO, VEN.TO, EQN.TO, HAT.TO, PDN-T Unlisted, CLC.TO, AKG.TO, CML.V, MGA.TO, AZC.TO, QUX.TO, SGR.H.V, MAA.TO, QEC.TO, WPX.TO, CNE.TO, BC, WCN.TO, NDN.TO, BP, MDY, POT.TO, BRK.TO, VOD, MFC.TO, BPO, WPT.TO, SJR.B.TO are stocks to buy or sell.
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BUY
Likes cable sector as a defensive area. Healthy free cash flow and strong dividend yield. This one trades at a bit of a premium valuation compared to others. Concerned they are moving into wireless space, where they have not been, and will require a lot of CapX. Also just made a big investment in buying some of CanWest assets. Well run business.
Cable
TOP PICK
One of the largest mobile companies. Very strong wireless business globally. Own 45% of Verizon (VZ-N), which at Some point there will be a catalyst for them to either sell their stake or for a dividend to be paid to them. Would result in significant cash flow. 7.4% yield.
Colin StewartOwned
Telecommunications
TOP PICK
One of the larger appliance/furniture retailers in Canada with a 7% market share. Restructured balance sheet and got very long-term supportive investors in place. Last few quarters have been records. Generating a 20% plus free cash flow yield.
Colin StewartOwned
merchandisinglodging
BUY
Long-term outlook is very good for the agricultural space. There is need for more food on a global basis with less arable land.
Colin StewartOwned
integrated mines
TOP PICK
Top Short S&P Midcap 400 ETF. Sees very good relative value in the equity markets in large caps and less attractive value in smaller and mid caps. This is an index/market hedge for him.
Colin StewartOwned
E.T.F.'s
PAST TOP PICK
PAST TOP PICK
PAST TOP PICK
(Top Short Aug 20/09. Down 83.90%.) Still sticking with it. Has a very small position. If the market weakens, this is one that will come off.
Colin StewartOwned
household goods
N/A
You have a strong, steep yield curve, which is strongly simulative, Federal banks are fairly accommodative and earnings are growing. But we have had this big move off the bottom and then we have this pause, which is the market adjusting to lower rate of growth. Markets will not necessarily go sideways for an extended period. Emerging economies will lead us up. Is thinking of putting money back to work.
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