Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
May 4, 2015

Recently switched his holdings into Sun Life (SLF-T). Feels both of these companies are very well positioned and will be benefiting from higher interest rates.

Recently switched his holdings into Sun Life (SLF-T). Feels both of these companies are very well positioned and will be benefiting from higher interest rates.

Don Lato
President, Padlock Investment Management
Price
$22.390
Owned
No
COMMENT
COMMENT
May 4, 2015

(Caller is short this stock.) Good Short. Great company, but he is still a little curious as to how they are actually going to translate their business model into a big stream of recurring revenues. He would look at 35X area as a covering point for the Short.

(Caller is short this stock.) Good Short. Great company, but he is still a little curious as to how they are actually going to translate their business model into a big stream of recurring revenues. He would look at 35X area as a covering point for the Short.

Don Lato
President, Padlock Investment Management
Price
$37.880
Owned
No
BUY
BUY
May 4, 2015

Still very, very reasonably priced at about 10X next year’s earnings. You could step in here and feel comfortable. Pays a decent yield. He prefers buying Canadian banks because of the bigger protection and the bigger oligopoly. Also, you get the advantage of the dividend tax credit here.

Still very, very reasonably priced at about 10X next year’s earnings. You could step in here and feel comfortable. Pays a decent yield. He prefers buying Canadian banks because of the bigger protection and the bigger oligopoly. Also, you get the advantage of the dividend tax credit here.

Don Lato
President, Padlock Investment Management
Price
$16.440
Owned
No
COMMENT
COMMENT
May 4, 2015

Very well-managed company. Likes their exposure to the US$. Very well-managed. Diversified with their Avery Dennison purchase. Their competitor Ball Corp (BLL-N) recently made a major acquisition of a UK company, and there is some thought that they may have to divest some of those properties, perhaps at distressed prices. Conservatively financed, so they have lots of capacity to make an acquisition.

Very well-managed company. Likes their exposure to the US$. Very well-managed. Diversified with their Avery Dennison purchase. Their competitor Ball Corp (BLL-N) recently made a major acquisition of a UK company, and there is some thought that they may have to divest some of those properties, perhaps at distressed prices. Conservatively financed, so they have lots of capacity to make an acquisition.

Don Lato
President, Padlock Investment Management
Price
$140.500
Owned
Yes
TOP PICK
TOP PICK
May 4, 2015

One of the major attractions of the seniors housing REIT is the demographics tailwind. This happens to be the biggest in Canada. Recently sold its US properties, which could be very, very timely because of the currency. This will allow them to pay down some debt. Dividend yield of 4.56%.

One of the major attractions of the seniors housing REIT is the demographics tailwind. This happens to be the biggest in Canada. Recently sold its US properties, which could be very, very timely because of the currency. This will allow them to pay down some debt. Dividend yield of 4.56%.

Don Lato
President, Padlock Investment Management
Price
$12.080
Owned
Yes
TOP PICK
TOP PICK
May 4, 2015

This had a huge beat on its earnings and you don’t often see them that big. Based on their 2 hepatitis C drugs there have been lots of press. Trading at only 10X earnings. Still have a strong pipeline in HIV. Yield of 1.63%.

This had a huge beat on its earnings and you don’t often see them that big. Based on their 2 hepatitis C drugs there have been lots of press. Trading at only 10X earnings. Still have a strong pipeline in HIV. Yield of 1.63%.

Don Lato
President, Padlock Investment Management
Price
$105.660
Owned
Yes
TOP PICK
TOP PICK
May 4, 2015

As we get through the summer and into next winter, you are going to see a little bit more of a drawdown next winter on gas supplies, because of the lack of exploration. This company has always met its expectations. Looking at 165,000 barrels a day this year. Very, very well-managed.

As we get through the summer and into next winter, you are going to see a little bit more of a drawdown next winter on gas supplies, because of the lack of exploration. This company has always met its expectations. Looking at 165,000 barrels a day this year. Very, very well-managed.

Don Lato
President, Padlock Investment Management
Price
$42.360
Owned
Yes