GE (GE-N) or Intel (INTC-Q)? Both are reasonably attractive on a multiple basis but would probably choose GE, which is less of a commodity type play. GE Capital looks like it is back on its feet. Hoping for 9%-10% growth plus dividend yield.
Good solid business and good solid dividend but would rather get the yield for some of the trusts if you are just looking at income. At 16X earnings he doesn’t see a lot of earnings potential.
(A Top Pick Dec 9/09. Down 8.76%.) Has continued to meet all expectations in terms of earnings growth and market share. Extremely miss priced. Still growing at 25% a year but only trading at 9X earnings.
(A Top Pick Dec 9/09. Down 10.28%.) IT specialist servicing US government. Bogged down a little by delays in funding, particularly defense projects. Also got some new business where they had to spend money on infrastructure. Expecting 18%-19% earnings growth in 2011. Trading at only 12X earnings. Just announced a $25 million buy back.
Market had concerns about revenue per subscriber being down as an indication of price competition. Market is growing and demand for data usage is increasing and they’ll get their fair share. Trading at a lower price earnings multiple (12X estimated earnings) than BCE (BCE-T). Yield of 3.6%.
Earnings were a little disappointing and probably took a hit from their US exposure. Based on earnings estimates, it has the lowest multiple of all the big 5 banks. Expecting dividend increases from all of the banks next year.
A lot will depend on the speed of the global recovery. Has done extremely well this year. Starting to get a little rich and would wait for a pull back.
Disappointed recently and maybe a little overdone. Distribution cut was far more severe than expected. At these levels you are buying for future growth, not yield. May have a further look at this one.
Balanced production very nicely among natural gas, traditional conventional oil and heavy oil and tend to move in the appropriate direction depending on commodity prices..