Latest Stock Buy or Sell? Make More Informed Decisions!

It is at a price where it makes sense to re-purchase. Should the met coal market recover then this one will do well. There is a major shortage of zinc, which is one of the three main areas Teck is in. Good balance sheet. He is watching for an obvious catalyst. The base metals market is basing.

Probably not a buy here. Signed a deal with China for a couple of reactors. Uranium is still in the doldrums. A dismal record in terms of operations. Hold it, but don’t buy it.

Hold based on the turn on base metals.

Potash inventories in North America are well below normal. Hold it if you own it. He has AGU-T

Likes the energy field. Most modern and largest fleet in Western Canada. Signed a deal with Schlumberger Ltd. (SLB-N) to round out the product offering.

The oil and gas companies will be facing the tax man as tax pools run out. But CPG-T is nowhere near that point. They are aggressive in acquiring company’s land. They are perfecting water flood secondary recovery.

Markets. As a value investor, it is hard to find value in this market, and it is getting harder. We’ve had a fairly good equity market for the last few years. This year in particular, Canada is already up on a total return basis of 15% or so, and the US is up over 8%, and it is getting a bit stretched. At this point in time, it is sort of prudent to have a little bit of cash on the side, which you can treat as an option or a little bit of protection. If there should be a setback, which would give a good opportunity to step in. Wouldn’t be surprised if we had a correction somewhere along here. It never hurts to take profits when you got them, so when balancing your asset mix, you can hold the cash on the sidelines so that you can step in again if an opportunity arises.

Had a fairly good run, but would still buy it. As they get more and more into ingredients, rather than just the pulses, it is certainly broadening their markets. Have a new line in North Dakota, and are talking about adding a 2^nd line to that production facility. Situated pretty well on a global basis between operations in North America and Turkey, etc. Trading at about 12.5X earnings, which is not terribly rich.

Very well-run utility and is well-positioned. Their earnings are growing, and they seem to be on the right track. Has a nice yield. Their recent deal in the US is very much a transformational deal for them. It almost doubles their size, and opens up a whole new market to them.

He doesn’t have too much of a position in telecommunications. Going from the 3-year to the 2-year contracts has made it more expensive, and he thinks people are holding on to their phones a little longer. Also, when they do issue new phones, they now have to amortize them over a shorter period of time to recoup their costs. Revenues per person are being squeezed a little. Very competitive market. With the government wanting a 4^th national competitor, that could really affect the market to some extent too. Too many uncertainties.

Moved from Brookfield Office to this. Probably a reasonable thing to do. Property is certainly a good area to be exposed to at this time. The REIT side of the market is mainly going to be supported by yield from here on in, but yields are not too bad. This one has always been a very, very well-managed company. This is something you could invest in for the long term.

Feels the market has been improving for them a little bit lately, with the increasing activity in oil/gas and some of the mining sectors. A cyclical company. Right now it is probably a good company to own. Management would be pretty determined to retain their dividend. Yield of 6.8%.

Made a good profit on the rails, but bailed out long before their latest profits. If he were comparing this with Canadian Pacific (CP-T) today on a valuation perspective, he would certainly own this one. It is a more profitable company with a lower operating ratio. A much bigger company in terms of revenues. Rails are currently trading at 20X earnings, and he would have to see a fairly significant correction of 25% or more, before he was interested.

Even though it is selling at a low price, he has no plans on owning this. The disappointment in the C series makes you question whether there have been too many delays, is it too late and are other competitors producing now so that the C series is not going to achieve the level of success that they had hoped for. On the mass transit side, margins are going to be under pressure. Feels this could stay at low levels for some period of time.

Has been in transition over the last couple of years. Feels all of the scandals they had, a couple of years ago are pretty much behind them. New CEO has done a very good job of weeding out that element of the company. Have been making great gains in getting contracts, particularly domestically. It is now priced at a point where it is probably close to 20X earnings and is selling at over 4X Book Value. On ROE, they are going to earn about $3 on a BV of $14, and this is a little bit rich.