Latest Stock Buy or Sell? Make More Informed Decisions!

Markets. Belgium, Germany, the budget. How will the news affect markets? Tragedies are unfortunate, but he is such a long term investor that it does not affect him. We have lived with terrorism all our lives. HBC has stores in Belgium and Germany. Companies with assets negatively affected in the long run, you have to take action. Real estate will be affected in Europe in specific areas from these events. Since 1987, he has been saying the volatility comes and goes. The federal budget: Effect on renewables: He has been a long term investor in this sector and not because of a particular platform being elected. The liberals want to spend a lot of money.

He got out. He had enough after a few months. There is a lack of faith in management. The report about seeking alpha was nonsense. The company has to grow up in terms of investor relations. The stock will stay low, but it doesn’t mean it can’t recover once this has passed.

POT-T is very much a commodity business and can’t control prices any more. He prefers the equipment side like this one. They have smaller, less costly items that have to be replaced more often. Sales are booming in South America. This is a great buying opportunity where it has just bottomed out.

He is not so specifically focused on their EPS, but their business is booming. He expects their next results to be robust. There is great organic growth to come.

One of the darlings of the TSX via growth by acquisition. It is always difficult to reconcile a high multiple stock with low organic growth. It should be able to maintain this multiple if they continue to acquire successfully. It gets harder and harder to move the needle, however. The fundamental business is what you have when the music stops. He is looking at it because it has come down a bit.

A top pick last year. A core position. They have an end to end solution from sports events to any screen available. The NHL was one deal they lost last year to major league baseball. NLN-T has proved they have the best platform out there. They have good margins. They had good results recently. A lot of institutions can’t buy it because it is under a dollar.

(Top Pick Apr 27/15, Up 32.26%) A Play on technology. The seats that move in theatres. They have really blasted off. They announced record results since he talked about it. There were huge announcements including initial rollout with Cinemark, 80 screens. All the US chains will follow suit. It is the beginning of a huge growth phase. CGX-T announced a continued huge rollout. There is a huge market in the industrial sector in training. With virtual reality there is talk of combining VR with motion in the seat. They are making money and have a record backlog. These are early days.

(Top Pick Apr 27/15, Down 14.54%) A classic value play. Affected by a slowdown in the gas and oil industry. They are diversified. They are closing plants to reduce costs. There are few profitable companies trading at this much of a discount.

(Top Pick Apr 27/15, Down 30.83%) He thinks the market will be surprised by the success of the acquisition. There will be the cost and revenue synergies exceeding guidance. The dividend is 10% and totally safe.

New CRTC rules should not impact Asian television, but may benefit it due to skinny basic packages. Their advertising revenues have held in quite well. Asian television has produced a lot of shows. They are sitting on some valuable content. Growth will resume sometime this year. It is thinly traded and has no analyst coverage. This kind has been some of his best investments. 5% dividend which he expects to be increased. He is one of the biggest shareholders.

Limited growth opportunities except for acquisition. Well managed and the dividend is safe. It could be privatized eventually. Keep collecting the dividend.

Mostly institutional money they manage. Mostly BMO shares. You get the money management business almost for free. They keep selling BMO shares and investing in businesses. They are increasing the dividend and buying back shares. There is some illiquidity, however.

It was overvalued in the 80s and 90s. The challenge is that most of their purchases are in US dollars and their hedges are coming off. If the stock broke $70 he would look at it seriously because it is well managed and they will continue to maintain healthy margins. You have to be careful when you are paying a high multiple.

Good management. Management will grow the company. A lot of selling held it down and now it has lifted. They will report clean, transparent results. They are the only ones with a national software platform. Margins are starting to expand. This is one of his top 5 holdings. They are very focused now. A wonderful business and a good growth opportunity in Canada.

Dutch Auction: He really likes this company although owns a smaller, faster growing one. Hopefully HCG-T’s problems are behind them. The deal will get done unless investors won’t tender their shares. They are buying back stock while it is cheap.