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Made a European acquisition last year at a pretty good price. Have met their original operating targets at the 9% level. Feels they can still improve European margins beyond the 9% target they originally set. Had a very good track record in buying assets to either increase geographic exposure or increasing their vertical market. Has a target price of closer to $40.
Made a European acquisition last year at a pretty good price. Have met their original operating targets at the 9% level. Feels they can still improve European margins beyond the 9% target they originally set. Had a very good track record in buying assets to either increase geographic exposure or increasing their vertical market. Has a target price of closer to $40.
Likes that they are diversified. They have pharma, consumer discretionary and medical devices. There are catalysts in each of those divisions to keep earnings growing. Pharma division went through the expiration of all their patent drugs and have new products now that are doing well. In medical devices, they made an acquisition last year, which will expand their product portfolio, giving more leverage when dealing with hospitals. 2.9% dividend yield. Target of $95 over the next 12 months.
Likes that they are diversified. They have pharma, consumer discretionary and medical devices. There are catalysts in each of those divisions to keep earnings growing. Pharma division went through the expiration of all their patent drugs and have new products now that are doing well. In medical devices, they made an acquisition last year, which will expand their product portfolio, giving more leverage when dealing with hospitals. 2.9% dividend yield. Target of $95 over the next 12 months.
55% of revenues are from emerging markets. A large global player in food and personal care. Management is very good at improving operating efficiencies and getting products to market quicker. Yield of 3.63%.
55% of revenues are from emerging markets. A large global player in food and personal care. Management is very good at improving operating efficiencies and getting products to market quicker. Yield of 3.63%.
Cutting back on some jobs in their mortgage area. Mortgage interest rates have increased over the past year, which has resulted in higher mortgage rates. This has resulted in a decline in mortgage activity. She is cautiously optimistic that as the economy slowly improves, return is not going to shoot up sharply in the next year, but will rise slowly.
Cutting back on some jobs in their mortgage area. Mortgage interest rates have increased over the past year, which has resulted in higher mortgage rates. This has resulted in a decline in mortgage activity. She is cautiously optimistic that as the economy slowly improves, return is not going to shoot up sharply in the next year, but will rise slowly.
On her watch list. Hasn’t bought it yet because of valuation. Trades at a pretty high multiple. In an attractive position in the global economy. Target price of about $200.
On her watch list. Hasn’t bought it yet because of valuation. Trades at a pretty high multiple. In an attractive position in the global economy. Target price of about $200.
Still likes this. Just became a Corp so will be paying dividends. Thinks they are very well placed. They are providing transportation to a lot of the oil sands projects. Have projects in place where she can see decent cash flow growth in the next few years. She has a $27 price target. This, along with the yield provides a very attractive return for income oriented investors.
Still likes this. Just became a Corp so will be paying dividends. Thinks they are very well placed. They are providing transportation to a lot of the oil sands projects. Have projects in place where she can see decent cash flow growth in the next few years. She has a $27 price target. This, along with the yield provides a very attractive return for income oriented investors.
Has pulled back from prior highs this year because interest rates have trended up and there is a kind of slow down in housing activity.
Has pulled back from prior highs this year because interest rates have trended up and there is a kind of slow down in housing activity.
