Latest Stock Buy or Sell?
Today, Steve Carlin commented about whether MFC-T, WJA-T, RCI.B-T, SRU.UN-T, IMG-T, TECK.B-T, LTS-T, WTE-T, YRI-T, BNK-T, ARE-T, TD-T, MG-T, T-T are stocks to buy or sell.
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TOP PICK
3rd quarter was in line. Have gone through the big CapX of their HSP overlay. Good free cash flow and attractive yield of about 4.6%.
telephone utilities
$45.470
Owned
TOP PICK
Knocked the ball out of the park for 3 consecutive quarters in earnings growth. Increased content per vehicle. Will try to improve margins in Europe.
Automotive
TOP PICK
Strong leader in domestic franchise. Better earnings growth than most of the other banks. Comfortable with their US exposure.
banks
WAIT
Operates in 4 divisions. Challenges in their building division hurt them. This quarter had some problems in their Industrial area. Very large backlog but there is some margin pressure. Needs to see a couple of more quarters.
contractors
DON'T BUY
Just sold his holdings. Had lots of potential but had a significant production slip up last quarter. Not comfortable with guidance they will give for next year. Too pricey right now.
oil / gas
DON'T BUY
Lagged the golds. Now have a dividend, which will be of interest to some investors.
precious metals
BUY on WEAKNESS
Stock price reflects a lot of good news but in order for it to go higher, they would have to expand their capacity, which will take a number of years. Would consider in the $20 range.
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