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Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Don Lato and James Hodgins commented about whether AOBC, MB.TO, SII.TO, MAA.TO, JET.V, GSY.TO, CSF.TO, GRO-T(dead), STP.TO, S.TO, OPC.TO, BWR.TO, LQW.TO, HAST, NAL.TO, IDG.TO, AVL.TO, MCP, EEN.V, CNE.TO, TIM.TO, LIM.TO, IAE.TO, GTH.TO, ARE.TO, NEM.TO, BXI.TO, GOOG, JPM, BKNG, Y.TO, MFC.TO, BAC, BRK.B, CGX.TO, GE, NCIT, PEP, BB.TO, CSCO, AIRM are stocks to buy or sell.
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TOP PICK
Emergency hospital transport. Primarily in the western half of the US. Consistent 15%-20% earnings growth over the last several years. Just reported a great quarter. Beat estimates, but stock sold off.
Don LatoOwned
Transportation
TOP PICK
Reported disappointing earnings last week. Miss didn’t come from enterprise ventures, but from government spending and on the consumer cable TV side. Risk/reward at this price is very good.
Don LatoOwned
electricalelectronic
TOP PICK
(A Top Pick Dec 9/09. Down 12.41%.)At 8X or 9X next year’s earnings is priced as though it’s going out of business. Playbook will be for sale in the 1st quarter of next year.
Don LatoOwned
electricalelectronic
PAST TOP PICK
PAST TOP PICK
BUY
Good quality blue chip company with a decent yield of 3%. Earnings growth has slowed, but is trading at a low valuation of 12.5X next year’s earnings. If you get 13% or 14% earnings growth over the next couple of years, the stock could easily reach 14X or 15X earnings and generate a decent rate of return.
Don LatoOwned
electricalelectronic
BUY
Will be converting to a Corp in January so current income, which is fully taxable will be taxed as dividends in future.
Don LatoOwned
other services
COMMENT
BUY
Potentially has earnings power of $1.50 a share 2–3 years out, With a 13X or 14X multiple, it should be a pretty good rate of return.
Don LatoOwned
banks
BUY
Like a warrant on the market. Recovered nicely Sept –Oct and then really got a boost when it announced its 3rd quarter earnings, Still somewhat speculative as they still have a large portion of their book unhedged.
Don LatoOwned
insurance
HOLD
Owns a little in income accounts but wouldn’t buy its growth profile. 7%-8% dividend will be safe. Have some new ventures going including building web sites for companies and expanding their on-line presence.
Don LatoOwned
communicationsmedia
DON'T BUY
Trading at about 32X this year’s earnings and 27X next year’s, which is too rich for him.
Don LatoNo
department stores
BUY
Doesn’t own tis one because he owns Goldman Sachs (GS-N). Sees more and more M&A activity coming and they make a lot of money on those transactions. One of the concerns is on the mortgage side and some of the private equity deals they may be restricted from doing. Can see it being higher.
Don LatoNo
Financial Services
BUY
Still a reasonable price at around 15X next year’s earnings when you back out the $70 a share in cash. Decent quarter. Dominates the search business and is starting to generate revenues out of the other side of their business.
Don LatoOwned
Technology
BUY
Patented process to isolate protein isolates using canola as the feedstock. Have gone through most of the trial phases. Product will be in very high demand and expects to have significant orders by year-end.
James HodginsOwned
Other Agricultural Products
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