Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Mohsin Bashir commented about whether V, NAL.TO, TRI.TO, JNJ, TD.TO, BDX, IPSU, HSE.TO, IMO.TO, EK, DRYS, AFN.TO, UTX, MFC.TO are stocks to buy or sell.

COMMENT
Markets. There is a big spread between bond yields and equity (earnings) yields so he is currently investing in equities.
DON'T BUY
Good numbers in Q2, which they badly needed. Normally they do a readjustment to their actuarial assumptions in Q3 and that could be a one-time charge that will be material for them. He would watch for what that is before he would be comfortable with this as a long-term hold.
COMMENT
One of the best elevators and escalators manufacturers. Recently won a contract making Pratt & Whitney engine for the A3 narrow body commercial jet. This makes them a candidate for long-term growth. Very cheap.
COMMENT
Manufacture farm equipment. Q2 results beat expectations. A lot of this was a result of sequential improvements in margins. Also have some new exposure to emerging markets. Trades at a discount to its peers.
COMMENT
Has a 50-50 split between the dry bulk industry and oil transportation. Have a younger drilling fleet for ultra deep water drilling. Company is very highly levered. Have $2 billion worth of vessels that they need to pay for.
DON'T BUY
To continue to survive, they would have to sell their intellectual property assets. Would prefer Eastman Chemical (EMN-N), the spin-off.
BUY
Imperial Oil (IMO-T) or Husky (HSE-T)? The size, breadth and its ability of Imperial Oil to maintain and grow its market share would be a positive for him. Husky will have more volatility. This would be a good entry level.
DON'T BUY
Imperial Oil (IMO-T) or Husky (HSE-T)? The size, breadth and its ability of Imperial Oil to maintain and grow its market share would be a positive for him. Husky will have more volatility.
DON'T BUY
The correction in the price is a result of bad earnings at a bad time. Taste the number of challenges. Recently one of its facilities had an explosion and resulted in supply inefficiencies. Also has a lot of competition. Big debt level and they are burning cash quarter over quarter.
TOP PICK
Medical technology. 38 years of consecutive dividend increases. Conservative payout ratio of 28%. 3 segments, medical, diagnostics and biosciences. All 3 have been growing at about 4%-5%. Met or exceeded earnings expectations for the last 5 years, usually 5%.
TOP PICK
One of the best in class. Revenues stream is split about 88% personal/commercial and 12% wholesale. Likes their US operations. Very safe.
TOP PICK
Capable of withstanding a number of different issues, which it has. 8.5% earnings yield and 3.6% dividend yield.
PAST TOP PICK
(A Top Pick June 16/11. Down 13.68%.)
PAST TOP PICK
(A Top Pick June 16/11. Down 6.88%.)
PAST TOP PICK
(A Top Pick June 16/11. Up 13.47%.)