Today, Christine Poole commented about whether MON-N, EXE-T, TECK.B-T, CSH.UN-T, MRU-T, CSCO-Q, T-N, INTC-Q, FTS-T, K-T, F-N, TA-T, GWO-T, AAPL-Q, TD-T, HR.UN-T, SCL-T, REI.UN-T, CNQ-T, PPL-T, CPG-T, WY-N, IPL-T, V-N, BAC-N, UL-N, JNJ-N, GIB.A-T are stocks to buy or sell.
Pays a good dividend, which is sustainable because of the amount of cash that they hold. Product announcements are coming out currently and if you own, you could hold for a while. She has stepped out of the whole hardware device space because there is a lot of change going on and it is getting very competitive.
Good high quality name. Interest sensitive so the recent decline has been because of higher rates. Also, going through some regulatory hearings so there is a perception that the large ROE may come down, which would decrease the cash flow somewhat. Doesn’t see a lot of growth in this one right now. Dividend is safe.