Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Colin Stewart and John Burke commented about whether NWL-N, LEG-N, CSCO-Q, MU-Q, MCK-N, WMT-N, VZ-N, GE-N, CCL-N, MG-T, RTX-N, TSLA-Q, NVS-N, BSX-N, PFG-Q, KEY-N, AMP-N, MCD-N, C-N, IP-N, AAPL-Q, AMGN-Q, DWDP-N, APHA-T, TCN-T, JTR-X, PIF-T, IBG-T, AC-T, MFI-T, WTE-T, PFE-N, SHOP-T, CGX-T, T-N, CNR-T, BRB-T, SVI-T, TECK.B-T, MG-T, STZ-N, MFC-T, PBL-T, JPM-N, HBC-T are stocks to buy or sell.
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(A Past Top Pick Oct 25/16, Up 11.45%) He still really likes it. They have a technology software business that is 16% of revenue. They monitor transit systems and a number of other software applications. If they ever spun that off they would get a high price for it. Management owns a lot of stock themselves.
It is a great business and one of the only publicly traded organic food companies. They have great distribution through L-T and EMP-T etc. Organic brands are gaining more market share. He thinks eventually they will be bought. It has come off recently but not for any particular reason. He is adding at these levels. (Analysts’ target: $2.10).
One of the larger players – very large greenhouse operations. One of the early movers in the space that has scale. He prefers another (Med Relief – LEAF-T). He was skeptical of the space but now he feels it will be a big industry. APH-T will have reasonably low costs. There is no question there will be large volumes but regulatory pressures are an uncertainty.
Market.The market cares about earnings, not government policy. The numbers have been consistently good, whether they are earnings or economic numbers. Factory orders were incredibly good. Also, the housing market is starting to pick up. Earnings are good because the world economy is in unison. All the major economies are presently charging forward. There are still cheap stocks out there to buy.
This is now run by the same guy that was a CEO in the breakup of Tyco. He did a great job, so expectations are high. Studies show that companies that are spun off, typically do well. He would wait, because these companies are going to spend money, so the upfront pain is going to be in the first half of the year, and numbers are not going to look that good. Sometime, during that first year, he is going to look to Buy some of this.
Sell?This company has a very high free cash flow yield and is very profitable. Have some drugs coming off patent, but biotech drugs generally survive the loss of patents because the drugs are hard to copy. Thinks you will be fine with this in the long run. 2.6% dividend yield.
Up a little less than 40% for the year. Has done fabulously well because they’ve convinced consumers their product is the product to have. The concern is that there is nothing they make, that somebody else can’t make at half the price. The history of consumer electronic companies is not very good.
You have the declining paper sales. People are using iPads, and don’t need paper. On the other hand, they make packaging, and sales are going up because of Amazon (AMZN-Q) and e-commerce. Looking at earnings and free cash flow, it looks like their growth from packaging is beating out the loss of revenues from paper. You also get a nice dividend of 3.3%.
Hold a stock until the X dividend date, Sell and move into another stock, and do the same thing again?This has been done by some institutional investors, but it is tough to make it work. Once a stock goes X-dividend, it knocks the stock price down by the amount of the dividend, so you really didn’t get anywhere. Not a strategy he would pursue.
Banks are levered by about 10 to 1. In the heydays of 2007, they were levered over 30 to 1, which is why many of them collapsed. A 10 to 1 leverage is a lot of leverage. They are good as long as the depositors don’t pull out the deposits. This bank is not back to where it was. They did a huge reverse split. He would suggest risk-adverse clients stay away from banks.
They have a great asset. They have coal storage and a shipping terminal that is irreplaceable. They take volume rather than pricing risk. The balance sheet is clean and it pays a decent dividend.