Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Michael Simpson, CFA commented about whether HSE-T, OBE-T, BNP-T, VET-T, RSI-T, CFN-T, CJT-T, CMG-T, BDI-T, ACM.A-T, MTL-T, SCHL-Q, BDGI-T, CFX-T, CLC-T are stocks to buy or sell.

BUY
Lab and Imaging business. Made a US acquisition about 2 years ago that hasn’t worked out. Q1 had poor results due to economy and a harsh winter. 2nd quarter was a turnaround with margins up to 11%. Will convert to a corp and have set their dividend to $0.75.
DON'T BUY
Pulp prices have been coming down but this was off of record prices. Pulp inventories are gradually increasing. Coming off the best times so things might slow.
BUY
Holes and trenches for utilities and around the oil sands. Have corporate and franchisee trucks. Last quarter indicated things were turning around and was more positive. Cheap at 5X on a Price to Cash Flow basis. Conservative management.
TOP PICK
World’s oldest publishing/distribution, primarily children’s education and media. 1.17% yield but have potential to grow it 30%-50%. Will generate $100 million in free cash flow. Trades at about only 4.8X enterprise to cash flow. Strong balance sheet with virtually no debt.
TOP PICK
Trucking and logistics. Know primarily for being in the oil field services in western Canada but are doing a lot of infrastructure work. Their Canadian de-watering unit is helping in cleaning of oil sands tailing ponds. Looking for dividend increases in the near term.
TOP PICK
Have interests in specialty and pay TV, radio and out-of-home billboard ads. Paying down debt and buying back shares. Good cash flow business.
PAST TOP PICK
(A Top Pick Sept 17/09. Up 34.66%.) Took some profits but adds to it when it’s under $17. Good margins.
PAST TOP PICK
(A Top Pick Sept 17/09. Up 19.28%.) Software for heavy oil reserves. Increases their dividend. No debt.
PAST TOP PICK
(A Top Pick Sept 17/09. Up 34.77%.) Took a lot of costs out of the system. Still likes. Starting to see volume come back.
COMMENT
Consumer loans for cars. If payer is delinquent or behind, they can stop car from running or set off an alarm. Looking at this one.
COMMENT
Limits on how much beet sugar can be shipped to the US. Key input costs are Nat gas, which is working on their side. Prime market is Canadian.
HOLD
Low payout ratio. Were paying foreign taxes on their holdings in France, Netherlands and Australia. Good growth projects in the Irish North Sea.
BUY
Excellent conservative management. About 68% natural gas. Great new area, Holbie (?) where Nat gas prices are low but they get the benefit of having Nat gas as liquids, propane, butane that are priced off of oil. Will convert to a Corp with a small amount of growth and pays a dividend.
DON'T BUY
Cut distribution by about 40%. Have always had problems with their capital efficiencies compared to their peers. Started farming out some of their massive land holdings, which helps, but until he can this demonstrated he wn’t own.
COMMENT
New CEO with telecom experience. Large shareholder in Hong Kong likes the dividend but if the board wants to see growth, the dividend might be at stake.