Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Paul Harris, CFA and Benj Gallander commented about whether ATS.TO, BBD.B.TO, BAC, ITP.TO, TST.TO, BB.TO, VAR, RSI.TO, MG.TO, TSGI.TO, AJX.TO, ITI, BOCH, DSWL, FLEX, CWB.TO, IMO.TO, UUU.TO, GIC.V, ECI.TO, CSCO, TEF, LNF.TO, GS, MSFT, DELL, HPQ, MA, V, GE, JPM are stocks to buy or sell.
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N/A
The newspapers are saying that in the last two years the first quarter was good and the second was not. There is cash on the sidelines ready to catch the rally on the second time round. Stocks aren’t expensive. He has about 10% in cash and 10% in corporate debt to be deployed if he would like to. He wants to accumulate more the names he is already in.
BUY
Don’t take any credit risk. You could buy Visa or MasterCard. They equally as good. Very well run companies. Their volumes have increased over the last little while. They are very good stories because of the secular tailwinds. More and more people are using debit and credit card. Visa has less of a global franchise than MasterCard.
other services
BUY
Don’t take any credit risk. You could buy Visa or MasterCard. They equally as good. Very well run companies. Their volumes have increased over the last little while. They are very good stories because of the secular tailwinds. More and more people are using debit and credit card. Visa has less of a global franchise than MasterCard.
other services
BUY
A restructuring story; a good value story and a nice dividend, which they can pay easily. Printer business is a very good business. You get the rest of HP for free of you put a good multiple on the printer business. Will not go up a lot here but as the restructuring tapes place it will increase in price.
electricalelectronic
TOP PICK
Cheap. Likes the story. Great balance sheet. 11x earnings, 2.6% yield. April 19 numbers come out. You will get better PC demand, which will help them. Windows 8 coming out late summer or call but is a 2013 story. A lot of good products coming out and every one is concentrating on Apple. Made an effective job of changing their business.
Paul Harris, CFAOwned
computer softwareprocessing
TOP PICK
Great global investment banking franchise. Good global economic growth will allow them to do well. Great story you are getting cheap. Capital ratio is fantastic. 1.5% dividend.
Paul Harris, CFAOwned
investment companiesfunds
TOP PICK
Great Canadian brand. No debt. 3.3% yield. Own a lot of the real estate their stores are on and this is almost the value of their market cap. Makes sense to buy it here. Their family has done a great job of running it and may pay a special dividend soon. Thinly traded.
Paul Harris, CFAOwned
specialty stores
PAST TOP PICK
(Top Pick Mar 24/11, Down 34.07%) A difficult story but maybe you should be buying it here. Only a third of revenue is from Spain. Latin America is growing for them quite rapidly. Management did a good job of cutting cost and growing franchise. They can easily pay their 11% dividend.
Paul Harris, CFAOwned
telephone utilities
PAST TOP PICK
COMMENT
Octavian Advisors, out of the US, own a good chunk of this company now and they continue to buy. At last year's AGM meeting they were a little more aggressive than he would've liked. They want a director on the board and the company is saying no. Expect there will be a lot of fireworks at this year's AGM. If they were to offer $15-$18 a share for the whole company, he would be willing to listen to this.
Benj GallanderOwned
Consumer Products
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