Latest Stock Buy or Sell? Make More Informed Decisions!

There have been concerns over the last little while about regulatory environment for telecommunication companies. This company, very effectively, has been diversifying away from some of the purely regulated telephone and delivery of media into the content sector. For an investor who wants a stable growing dividend, this is going to be a very good investment.

Rumours of their demise have clearly been exaggerated. New management has caused a bit of resurgence in the stock. Technically it has broken through a level that it had been bumping its head against.

Silver? This is different than gold, because silver has industrial uses. The US$ is getting stronger and will likely continue to strengthen against the rest of the world. Gold and silver are both valued in US dollars. The weakness we have seen in both precious metals, is partly because the US$ is outperforming everybody else. It may be a little while before you see a turn in either precious metal.

This is a very good value stock. Was in a trading range for several months, but is now breaking out to newer highs. He expects the stock will outperform the sector.

This company provides vegetable-based proteins, a lot of pulses and a lot of beans, into food products. This has tremendous exposure to the US with distribution to Kraft (KRFT-Q) and a lot of the other US food companies. With the interest in growth of gluten-free foods, their business has taken off. Dividend yield of 2.25%.

Cheques are now just a small component of their business. They provide electronic processing for so much financial services, including mortgages, payables, accounting, etc. Just made a US acquisition so that now 50% of their revenue will be coming out of the US. Dividend yield of 3.57%.

Bombardier (BBD.B-T) has had its struggles. Has to both develop a product and sell it. This company has some very high quality products and can play both sides off against the middle. They supply everybody. Demand for new aircraft has been significant. The concern is that with energy prices coming lower, a lot of what has driven the demand for new aircraft is the new fuel efficient designs that a lot of manufacturers have incorporated. Dividend yield of 1.62%.

Markets. Thinks markets will grind higher. Earnings have been better than expected. Analysts often get too pessimistic. They were making predictions in the midst of a correction. There is global and US growth. The market is trading at 14 times earnings – not cheap, but not expensive. Yields are still pretty juicy on dividend payers. Lower energy prices mean consumers fill up for less and spend more at the department store. If you look at oil prices in Edmonton (not WTI), they have not changed much. Being a Canadian producer is not so bad right now. Would not be surprised if we rally 4-5% going into the new year.

It has US assets so you benefit from the Canadian dollar. They just made an acquisition that has added to their assets. They buy individual, distressed homes in the Southern US. This is incredibly cheap, a 15% discount to its NAV. Their management fees keep going up. It is the US housing market, but a Canadian name.

2.17% dividend. He sold BCE-T to buy this position. This is a great opportunity to own some really cheap assets. Oil prices are stable out West relative to WTI.

It went up so far so fast so if you are over exposed it is a good time to take a little profits. However, it should remain a core position. They are good financial engineers. They find acquisitions that really drop to the bottom line. It is a proxy for the global economy and it is not a bad time to sell some into the coming Christmas rally.

They have done a great job of restructuring their business. They had tremendous growth out of the cloud as they are one of the biggest providers of cloud services. There is an upgrade cycle that is happening and will continue to happen. 90% of all companies use Microsoft. Business runs on the Windows platform and will do so for the next 10-20 years. They cut costs and it dropped to the bottom line. It is trading at 15 times earnings so it is not as cheap as it used to be. There should be earnings expansion to keep this company going.

It has just sat there and it generally is a terrible business with high capital costs, unions and it is always dealing with free cash flow. Last quarter they used up about 370 million. They may have to go to the capital markets. The ‘C’ series keeps getting delayed.

Real estate is based on leverage. They live off the funding (3% right now). Their leverage is 50-60% of their assets. As their costs go up you get some back in rent increases, but really it is all about the balance sheet, so your dividend would not reflect higher rents exactly. He doesn’t like this one. Industrial is a tough asset class. He thinks there are better management teams also.

If we see gold go through $1000 then they will all have to cut their dividends. Their operating costs are still high. You can buy ETFs that are a pure play on gold and there is no operating risk. Gold has to go back up to $1400 for this one to do well.