Latest Stock Buy or Sell?
Today, John O'Connell, CFA and Darren Sissons commented about whether APD-N, ELY-N, MITL-Q, AAPL-Q, HSBC-N, V-N, KSU-N, GWO-T, ABX-T, IBN-N, BP-N, PLL-N, BHP-N, CSCO-Q, MSFT-Q, FXI-N, PBR-N, CSX-Q, TSM-N, AIG-N, MSI-T, BTU-N, OSB-N, WCP-T, TECK.B-T, QCOM-Q, WTE-T, CDI-T, PD-T, VIX-I, CMI-N, BGG-N, AGU-T, BCE-T, RRX-T, ACM.A-T, NXY-T, MFC-T, BMO-T, CM-T, INTC-Q, SCL-T, CNR-T, KEL-T, SYK-N, SWK-N are stocks to buy or sell.
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$73.230
No
(Market Call Minute.) Probably a Buy, but if it sees the low $30s, it’s a Sell.
(Market Call Minute.) Have done a good job and paying a good dividend. Getting big and will start becoming more of a problem.
(Market Call Minute.) This housing market recovery is just beginning, but it’s a very competitive industry.
(Market Call Minute.) They are swimming upstream here because long-term coal is going to be a problem, and there’s a big push to replace with natural gas.
Markets. Longer-term, you are going to continue to see a gradual appreciation of wealth in China but there are regional disparities. Anything to do with staples is going to run. Recently announced policy changes are going to be supportive. Going through Hong Kong or some of the US ADRs will give some opportunities to look at. He is seeing big gains in his European portfolios as capital flows to Europe on the back of an expected recovery. The recovery is still very slow. Staying away from South America. Latin America has some big challenges. After a decade of big commodity growth, apart from a couple of isolated markets, you have some government interference and big inflation problems, and once those issues are fully dealt with, there will be some big opportunities, but right now he is definitely staying away.
A pension consulting business. Tends to look after benefits packages. An outsource relationship. Relatively slow growing company, but has a decent dividend. Very defensive. A little expensive here.
(Market Call Minute.) Likes the business.