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Today, Ara Nalbandian commented about whether HPQ, IBM, MFC.TO, JNJ, DEO, SJR.B.TO, DOW, BP, BCE.TO, MA, TEVA, CGX.TO, BA, ARE.TO, POT.TO, BB.TO, WN.TO, MRK, MSFT, BBD.B.TO, ATB.TO are stocks to buy or sell.

Monday, September 20, 2010 Friday, September 17, 2010 Thursday, September 16, 2010 Wednesday, September 15, 2010 Tuesday, September 14, 2010 Monday, September 13, 2010 Friday, September 10, 2010 More...
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PAST TOP PICK

(A Top Pick Aug 19/09. Up 41.4%.) His way of being invested in Loblaws (L-T). Discount to NAV is now gone so he sold at about $72-$73 (25%) and moved into the preferred shares.

COMMENT

2 key factors. On the enterprise side Google Android (GOOG-Q) and iPhone (AAPL-Q) devices threaten them. On the flip side, they are gaining a lot of market share from Nokia and the international market. At current valuation a very negative scenario has been priced in. You could play this through LEAPS or call options.

HOLD

BHP Billiton (BHP-N) has an offer on the table at $130 and there is speculation that another bid could be coming in. Long life asset and wouldn't be concerned about continuing to hold. He expects a deal will go through.

HOLD

Very well run company in 2 distinct divisions. Infrastructure side is doing quite well with stimulus money but buildings division is weak with low margins. Company is building backlog ($2.7 billion) with some strong orders and have been making acquisitions in the West. Next growth driver is going to be building infrastructure in the oil sands.

HOLD

Big story is the production of the 787 program. Had their ups and downs during the development phase. Most of that is behind them and you are going to start to see the cash flow come in. Significant backlog of orders for many years to come. Doesn't see compelling valuation but a strong holding at the current level. (See Top Picks.)

BUY ON WEAKNESS

Virtual monopoly in Canada with 70%-80% of the revenues. 6% yield, paying out 60% of distributable cash flow. Doesn't see a dividend cut since they have about $600 million of tax pools. About 9X enterprise value EBITDA so is reasonably valued. Would like it in the $19-$20 range.

BUY

One of the world's largest generic drug manufacturers. 25% global market share. Expect they can consistently grow earnings in the 10%-12% range. His target would be $55.

BUY

Credit card companies have been extremely weak recently primarily due to US regulatory changes regarding fees. This one gives you more emerging market non-US growth profile. Will be buying back shares.

BUY

Taking over CTV media and looking to create income right away. Make sense for them right now. Targeting 65%-75% towards dividends.

DON'T BUY

Since the spill, stock has recovered significantly partially because of oil prices. Situation will continue to have an overhang. Company is selling off about $30 billion in assets to pay for their liability but that could go up to 45 billion in the case of gross negligence.

COMMENT

Well managed company. Valuation is a little high for him.

COMMENT

Well run and strong free cash flow producer. Been introducing content into their model. This and Rogers (RCI.B-T) and BCE (BCE-T) are in a comparable space. This one intends to launch its own wireless content late next year. Having a bundled product has a positive impact. Too rich for him.

HOLD

A classic, defensive, recession resistant play. Earnings tend to be quite stable. Slow growth profile. Volumes are growing in the emerging market side. Pays over 4% dividend and consistently raised the dividends. Trading around 13X earnings, which is reasonable.

BUY

3 distinct divisions. Pharmaceuticals, consumer products and medical devices. This translates them from the fluctuations from patent risks. Be cautious when looking at the Pharma sector that you don't look at trailing earnings and yield because forward earnings can look quite different when drugs come off patent.

DON'T BUY

Gives you a leveraged play on equity markets and on movement in long dated treasury yields. Prefers companies that are not correlated to broad equity markets. If you have a bullish outlook on equities and feel that long dated treasuries are going to start to back up significantly, this would work positively for them.

Monday, September 20, 2010 Friday, September 17, 2010 Thursday, September 16, 2010 Wednesday, September 15, 2010 Tuesday, September 14, 2010 Monday, September 13, 2010 Friday, September 10, 2010 More...

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