Latest Stock Buy or Sell? Make More Informed Decisions!

(A Top Pick Dec 14/12. Up 105.93%.) This is furniture leasing. If you can’t afford to buy a couch or computer, etc. they’ll lease one to you. Growth for them though is by lending money. They charge high interest rates because the people they lend are very high credit risks. This segment of the market is growing very, very rapidly. $20 is easily achievable in a year’s time.

Should an octogenarian sell his big 5 banks? Canadian banks are amongst the most profitable, stable banks in the world. If you are in your 80s and getting your dividends, you should be fine. Stock price may not do much, because there is weakness with consumers, but the dividends are solid and go up.

This is one of those stocks that nobody wanted to hear about. It has now bounced back because they do have pretty prodigious cash flows. The problem is, can they take that dwindling stream of cash and reinvest in something that is more sustainable. The directory business is not sustainable. If you own and have done well, ask yourself if you think they can turn things around by taking the cash, invested in new businesses and new lines of digital income and keep the value.

An energy services play based in Alberta with operations in the Caribbean. Pays a nice dividend. You are looking at a backdrop of increasing activity in North America and you should be fine. Caribbean assets have some upside that is maybe a little bit better than Western Canada. Stock has done well and it’s probably going to continue to do well. Nice dividend too.

Stock has had tremendous success. This is in technology. As you know, you start out with a product and other people come along and imitate. Your margins get eroded. If you own and have made profits, as a general rule, he would take some profits.

A very small stock and illiquid so don’t go chasing it. In the business of buying and selling long-distance minutes. Make a small margin on huge volume. Have good growth prospects. All the need to do is raise some capital. Attractive.

Always put in opportunistic bids. Look at the stock chart and if you can see a pattern where it routinely goes up and then drops 2%-3%, put in some layered bids in such as $9.15-$9.20-$9.40 if you really want to buy it. This name really has some upside. Not just an oilsands provider. Have the opportunity to build camps in northern BC. If this LNG boom proves true, as he expects it will, they will have a lot of work to do ahead.

Basically they acquire underground infrastructure subsidiaries, companies that do hydrovacing. Their specialty is heating up pipelines before installation. Well-positioned to benefit from what is happening out West, not just in terms of big megaprojects, but also new housing developments. Just closed a very big financing and are going to make a very big acquisition that looks very interesting to him.

Mortgages. They don’t underwrite them themselves but are basically an agent. Do okay when they originate a mortgage, but do even better when they refinance it. Typically they refinance after 5 years. Have eaten up a lot of market share in 5 years. Refinancing is just starting now, that is, the business they wrote in 2008 is now starting to be rewritten and every year it gets bigger and bigger. What you want to be cautious about is how long can the housing market continue. If interest rates stay low, they should be okay. Have some hidden assets that are worth anywhere from $.30-$.80 a share and they are going to dispose of them and will probably pay a special dividend or redeploy the capital elsewhere.

He no longer covers this. Something like a Mosaic Capital (M-X) in that they buy businesses and leave management in place and just get the dividend and do capital allocation. Started off in the airline space doing ambulatory airlines, basically up north doing evacuations. A good business because government pays you, pays well and pays on time. They took the cash and made other acquisitions and some of them have not worked out that well. That’s the risk with these things. This one is a “wait and see” for him.

(Market Call Minute.) Feels that the replacement cycle in cars is continuing. Making some internal changes which should improve profits.

(Market Call Minute.) Doesn’t like the model of incubating a bunch of tech companies. It has just never worked.

(Market Call Minute.) This one will come back, but it is too early.

(Market Call Minute.) Basically they are winding down, so why own it.

(Market Call Minute.) Accusations of misdeeds flying back and forth through the boardroom. You don’t want to be there.