Latest Stock Buy or Sell? Make More Informed Decisions!
Today, John Zechner and Christine Poole commented about whether MON, HSE.TO, SU.TO, FTS.TO, CL, PG, RON.TO, POT.TO, CM.TO, NKE, Y.TO, UL, CGX.TO, ABT, RCI.B.TO, CPG.TO, BNS.TO, BCE.TO, TEVA, BB.TO, AAPL, SCL.TO, HPQ, ATRL.TO, ABX.TO, CLM.TO, K.TO, MFC.TO, PTI.TO, PRE.TO, TRZ.TO, S.TO, INTC are stocks to buy or sell.
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BUY
Value in tech is always a little scary because sometimes the product cycle is over and they’re kicking out cash and they have a low multiple because they are not growing any more. This is a little bit in that space but they still have enough critical mass in their core markets that they continue to grow. At a discount to the market multiple, has cash and is generating cash.
electricalelectronic
BUY
Doing better than he would have guessed. Gaining market share again in the chip space. Thought they would have been marginalized with the movement into the tablet market because they weren’t well positioned there but they are so well plugged in to the emerging markets. The Intel logo works and they are picking up market share. Trading at 10X earnings and throwing off substantial amounts of cash. The new Adam processors for the mobile market is a positive.
computer parts mnfctr
COMMENT
Dividends. If you are going for dividend yield, he would probably look to the banks. Their dividend yield compared to the bond yield is so high now and they are growing their earnings and they have good valuations. Also some of the old Income Trusts on the energy side are still paying out some pretty substantial yield.
DON'T BUY
Doesn’t expect a lot of US$ to be rushing back in to this stock, even if anything changes because of the political change. You have to look at their core businesses, thermal coal, nickel and gas. Not the best positioned company out there. Doesn’t have as much growth as some of their competitors. Lagged this year and recent earnings were disappointing. Also prefer metallurgical coal as opposed to thermal coal.
integrated mines
DON'T BUY
Had great growth over the last number of years. The big news was their outbidding Valeant (VRX-T) for Cephalon (CEPH-Q). Didn’t have to pay up much for this. This should keep growth going for them. He is not big on pharmaceuticals and sees no need to chase it at this price.
biotechnologypharmaceutical
BUY
Has been a disappointment in the past year. Have had an earnings warning and there is a lot more competition in the sector. Also rumours of Air Canada coming with discount fare airlines. However they have substantial cash generation. Trading around $12 and have $6-$7 in net cash. Likes it.
John ZechnerOwned
Transportation
TOP PICK
(A Top Pick June 1/10. Down 25.9%.) Likes it and is worth a shot over the next couple of quarters. Good product line up. Smart phone market is big enough to support the players going forward. The carriers will need the Blackberry product solutions. Operating software is improving. Only trading at 7X forward earnings.
John ZechnerOwned
electricalelectronic
BUY
Thinks it’s time to get back in. They’re getting their act together again. Looking attractive. Great international exposure. Thinks it could be earning $2.50-$3 a share in 2 to 3 years without a lot of problem. With a 12 multiple, you are looking at a $30 plus stock along with a dividend.
John ZechnerOwned
insurance
TOP PICK
Oil stocks have not followed the move in oil. Petrocan acquisition is going to prove to be a smarter acquisition than anyone realized. Well off from its highs and generating cash flow.
John ZechnerOwned
integrated oils
TOP PICK
Resource sector is funny. Metal prices are higher but stocks have not followed. When the bought Red Back mining last year, they got one of the largest growing global gold deposits, 20 million ounces plus. Thinks the golds can play catch up to the commodity like the oils did.
John ZechnerOwned
precious metals
PAST TOP PICK
(A Top Pick June 1/10. Up 116.98%.) In the process of being acquired by Cliffs Natural Resources (CLF-N).
John ZechnerOwned
metal mines
PAST TOP PICK
TOP PICK
Global engineering construction company. 50% of revenues are from outside Canada. 7% of revenues are from Libya so the stock pulled back to a very attractive entry level. When they reported their backlog, they took Libya out which accounted for about $1 billion. Recently increased their dividend.
Christine PooleOwned
contractors
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