Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Jason Donville commented about whether CSU-T, PSD-T, DEE-T, MCR-X, WEQ-T, GSY-T, X-T, HCG-T, FN-T, QSR-T, DHX.B-T, MAXR-T, HWO-T, FFH-T, MFC-T, GIB.A-T, DCI-T, Y-T, BYD-T, CFN-T, RFC-X, SUM-T, CPHR-Q, OTEX-T, CHW-T, RX-X are stocks to buy or sell.
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Doesn’t know this one really well but thinks the issue is the amount of money they make and their dividend (8.357%) are getting fairly closely matched. This always makes people nervous. Most people don’t want more than a 70% payout ratio, they want a cushion. If the dividend gets cut, the stock will go down 20%-30%.
Has a high ROE, but it is a little more complex when you are looking at energy companies. Has a great profile in north-western Alberta and the market is starting to recognize that. Production is ramping up and it is all fully funded so there is not a lot of dilution going forward. Primarily a gas story. Well-positioned if gas stays at $4.50, but he could see a nice move upwards in gas in the coming 2-3 years based on lower-than-expected yields on some of the big plays in the US.
Great company. A long-term play. If you look at the last 6 months, the share price has done terrible, but it also creates an opportunity. Last year they generated $37 million of cash flow, so there is a lot of cash flow coming from the company. This correction is one that he feels people have been waiting for. Doesn’t know what kind of a year 2014-2015 will be, but last year was an incredibly quiet year and it is hard to imagine it will stay that quiet. Trading at around 5X earnings right now. You’ll have to be patient with it.
(A Top Pick April 3/13. Up 113.04%.) Continues to rock. One of the best capital allocators in the market. A superb franchise. Fantastic management team. A stock that you could sleep at nights with. It should certainly be able to continue to outperform the market for the foreseeable future. Generates a lot of cash flow. Can see $350 in a year.
