Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Don Lato commented about whether BB-T, NDN-N, PCAR-Q, AAPL-Q, TOU-T, V-N, SIRI-Q, CSCO-Q, SU-T, QSR-T, SC-T, TD-T, PFE-N, NFI-T, IPL-T are stocks to buy or sell.

N/A
Markets: Helicopter Ben is up to his tricks; saying inflation is not a threat. All this money going into the system is bound to come out into the economy. Need more confidence in the global expansion. For now we can look for low rates through the end of ’13. If US doesn’t fix debt, investors will lose confidence. You are looking to the end of the election year and if there is a change they will give him at least a year more. Market will be okay for the next few months. He thinks any surprise will be on the upside. A pullback here would not be a surprise, though.
BUY
A solid holding. He has held it for years. Distribution has grown steadily but price has kept up so yield is down to about 5%. Wouldn’t expect a lot of appreciation but you will see dividend increases as the pipeline comes on stream. Always a hope of merger or acquisition. It is widely held.
BUY
Actually a better performer on the TSX this year. Distribution is very secure. There is going to be a change to the dividend but will go down in August when they convert to a corporate structure (dividend and div tax credit). Strong backlog, although shrinking a little bit. Steady production until the end of the year.
DON'T BUY
Dividend is safe, growth prospects of many of the large Parma are very muted.
BUY
Canadian Banks: Outlook is mildly positive. Scotia did an equity issue slightly below the market. All about 10x earnings yields between 3.75 and 5%. He always comes back to TD. They don’t get themselves involved in any issues.
BUY
Ended year well, one of the better performing stocks on the TSX. Pulled back on news of target’s announcement of expanding into Canada with pharmacies in their stores. Looking at 13-14% earnings growth. Take advantage of dip.
BUY
Little bit of pullback off highs. Good solid company. Not a table-pounding buy. Growth should continue over next couple of years. He would be interested at these levels or lower.
BUY
Trades with price of oil but is off high’s. Still well off its highs of a couple of years ago. Owns for some of the portfolios.
WEAK BUY
Short term still going to be plagued with fact that lots of customers are government. Europe earnings slowdown expected. Doesn’t know if there is that much growth to justify a big commitment. Multiple is very attractive here. Would prefer other stocks with a higher multiple but lots more growth ahead of them.
DON'T BUY
Not going to be a barn burner. People have their play lists on their iPod and so on.
BUY
Owned Mastercard and then sold a year and a half ago to buy Visa but would buy both that these levels. Still looking at 20%+ growth.
TOP PICK
(Top pick Feb 22/11, Up 1.17%) Went public in 2009 and did everything right. Costs of production are about $0.50. Tremendous ability to stay in the game and weather the storm. We are going to see gas prices rebound somewhere down the road. Doubled production over last year and looks to be doubling over next 3 to 4 years and yet price is up only 15-20% from IPO. Someone might take a run at them and take advantage of the low prices.
TOP PICK
Blockbuster earnings. Appreciated after earnings but not to the extent that the earnings were a surprise. Their domination is not being threatened and they have lots of room for growth.
TOP PICK
Largest manufacturer of transport trucks – the Peterbuilt name. 197,000 trucks last year and 225,000 this year. 12-13sx earnings. $7 of cash.
PAST TOP PICK
(Top Pick Feb 22/11, Up 30.78%) Got taken out by a private equity firm.