Latest Expert Opinions

Signal
Opinion
Expert
HOLD
HOLD
August 6, 2014

He is continuing to Hold, and if it came off a little bit more, he might add to his positions. A terrific story with good growth prospects ahead of it.

He is continuing to Hold, and if it came off a little bit more, he might add to his positions. A terrific story with good growth prospects ahead of it.

Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$120.160
Owned
Yes
COMMENT
COMMENT
August 6, 2014

As a value investor, he always thought this was a little pricey. However on the latest stock split, dividend increase and general performance, he is taking a serious look at this.

Saputo Inc. (SAP-T)
August 6, 2014

As a value investor, he always thought this was a little pricey. However on the latest stock split, dividend increase and general performance, he is taking a serious look at this.

Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$68.290
Owned
No
COMMENT
COMMENT
August 6, 2014

Prefers Ford (F-N) because of the better dividend. There was a time when there was a lot of room for the suppliers to gain ground because they were very, very efficient. However, a company like Ford has had to become very efficient on its own. Feels there is good value in Magna. 1.4% dividend yield.

Magna Int'l. (A) (MG-T)
August 6, 2014

Prefers Ford (F-N) because of the better dividend. There was a time when there was a lot of room for the suppliers to gain ground because they were very, very efficient. However, a company like Ford has had to become very efficient on its own. Feels there is good value in Magna. 1.4% dividend yield.

Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$117.000
Owned
No
COMMENT
COMMENT
August 6, 2014

Has been a good performer. Well managed company and has been going for a long time. Had a huge run in the last 2 years and he doesn’t think you could expect more than maybe 10% to the upside. Good solid value and it might be an opportunity if we get a further correction.

Has been a good performer. Well managed company and has been going for a long time. Had a huge run in the last 2 years and he doesn’t think you could expect more than maybe 10% to the upside. Good solid value and it might be an opportunity if we get a further correction.

Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$63.990
Owned
Yes
COMMENT
COMMENT
August 6, 2014

Has owned from time to time. It seems to get away on him to the upside. Has come off a bit. He fundamentally really likes it. In the utility pole business. They do a lot of acquisitions, but they do the outsourcing from the utilities of managing inventories. At these prices, he is going to have another look at this. Dividend yield of 1%.

Has owned from time to time. It seems to get away on him to the upside. Has come off a bit. He fundamentally really likes it. In the utility pole business. They do a lot of acquisitions, but they do the outsourcing from the utilities of managing inventories. At these prices, he is going to have another look at this. Dividend yield of 1%.

Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$27.400
Owned
No
DON'T BUY
DON'T BUY
August 6, 2014

Have been building new plants in Australia. He has been leery about this one because their main business is still Alberta, and Alberta power prices have not been as strong as they were hoping. Prefers other utilities, which have had stronger growth. 5.9% dividend.

Transalta Corp (TA-T)
August 6, 2014

Have been building new plants in Australia. He has been leery about this one because their main business is still Alberta, and Alberta power prices have not been as strong as they were hoping. Prefers other utilities, which have had stronger growth. 5.9% dividend.

Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$12.380
Owned
No
PAST TOP PICK
PAST TOP PICK
August 6, 2014

(A Top Pick Dec 20/13. Up 15.11%.) He got out of this recently, when things got ugly in the Ukraine. He needs to see a quarter to see how affected they were.

(A Top Pick Dec 20/13. Up 15.11%.) He got out of this recently, when things got ugly in the Ukraine. He needs to see a quarter to see how affected they were.

Michael Decter
President & CEO, Lawrence Decter Investment Counsel
Price
$47.610
Owned
No