Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Alex Ruus commented about whether AD-T, MG-T, LYB-N, BBD.B-T, GE-N, ALA-T, E-T, NKO-T, ZCL-T, SYK-N, COS-T, META-Q, EFN-T, TECK.B-T, LPX-N, V-N, KBH-N, PRE-T, PM-N, WU-N, ANTM-N, HNL-T, POT-T, NEPT-T, MRE-T, BTE-T, NVO-N, TCN-T, CSX-Q are stocks to buy or sell.
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Just came into existence about 10 years ago and today it is a very big oil/gas producer. Primarily in Colombia but has operations in other parts of South America also. Got a great deal to operate the Rubiales field, but only until 2016 so the expiry date is only 2 years away. In the last year or 2, they have been making a lot of acquisitions to try and diversify away from that. In negotiations to try to extend their contract, but if they get it, it probably won’t be as good in terms as what they had. A lot of uncertainty so people on margin have been selling.
A great, great company, but feels it is really expensive here. As long as they continue to grow earnings, it is a classic US large-cap momentum stock and will do well. The threat is that at some point, more regulations will come in which will compress the margins. However, it is hard to see what is going to break it in the short term. He would only be a buyer on weakness.
Positively predisposed towards this sector for the next year or 2. There is a bit of a North American super cycle going on in terms of the right segments of forest products. The stock has had a huge, huge run, especially last year. This has been subject to profit taking and has gone sideways for the last year. Would probably be a buyer at the bottom of its trading range.
Canada’s biggest mining company. If you want to play mining in a safer way, this would probably be the best. In his view, mining is not a safe business. Materials in general are very, very volatile. Any time you buy one of these, you have to think where commodity prices are going. Currently he has a pretty cautious view overall on-base materials. This one is trading at the bottom of its range and thinks the dividend should be pretty safe.
Very, very solid non-bank financial. Doesn’t own any of the banks, but owns this and Alaris Royalty (AD-T) in a big way. They are unique companies, really well managed that have leading market positions in their niches. This company is making tuck in acquisitions that they are able to enhance value on. (See Top Picks.)
Fascinating company. Doesn’t own, but if he did he would probably Sell. They’ve had a bit of a miraculous recovery last year and their financials have come in better than what he had expected. One of the giants of social networking but he worries about this franchise longer-term and about the sustainability of what they are doing. Very, very expensive. There are safer places to play.
Good, solid investment in oil. From his perspective, it is a bit of a capped investment. Growth in oil production is relatively muted here. Doing expansions at Syncrude but it is basically buying a piece of it. Syncrude has been kind of stagnant in terms of where it’s at for the last 5 years. Maintenance capital expenditure for the last 10 years has been much higher than had been expected. Has no problem with the company, but just don’t look for a lot of growth out of it.
Likes this over the long-term. Had a bit of a pull back over the last year, primarily because of foreign exchange, but looking back over the last 10 years, it is one of those great consumer product companies that just generates gobs of free cash flow. At these levels, it is becoming it pretty compelling investment.