Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Peter Imhof and Matt Kacur commented about whether HDI-T, BUFF-Q, MTZ-N, TOY-T, MAT-Q, QCOM-Q, CSU-T, CPG-T, CJ-T, LIF-T, CHR-T, DIS-N, LNR-T, ESI-T, CVX-N, TECK.B-T, COST-Q, GOOG-Q, ABX-T, IPL-T, QSR-T, RHT-X, PHO-T, YGR-T, PONY-T, SVI-T, SIS-T, BDT-T, MAL-T, DIV-T, DHX.B-T, TWM-T, GUD-T, ESP-T, TOS-T, FTG-T, VLE-T, HIVE-X, ACB-T, PAT-X, PKI-T, YGR-T, BUS-X are stocks to buy or sell.
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(A Top Pick Feb 28/17. Up 17.83%.) A very low multiple stock. Trades at around 11.5-12×2018 earnings. Part of the reason is that there is not much liquidity with the company. All the other companies in this space trade at around 18X earnings. There is a good chance this company may eventually get taken out. He is going to continue to hold.
Owns a big portion of this, and really likes management. The CEO owns 30%-40% of the company. They continue to grow earnings fairly well. Have made some strategic acquisitions where there was quite a bit of synergy. It’s currently trading at an all-time high. Demographics are playing into what they do. Continues growing earnings and their top line.
He really likes this. This is storage, and they are great, because you don't need a lot of operations and are able to raise their prices. This is the "go to" name in Canada. They've done a number of acquisitions as the business is still highly fragmented, and it gives opportunities for a lot of people to bend their assets into storage faults in a tax efficient way.
Gas prices in Canada has been decimated. This one has really done nothing for the last few years. Feels that a lot of the bad news is already in the stock. If you own, he wouldn't rush out to sell it, but wouldn't be buying any more at this time. They’re fairly good operators and there should be some growth, it's just that the underlying commodity is so weak that it is difficult for them. Also, there has been more pressure on because of tax loss reasons.
This company cleans wafers for semiconductor companies. Has a great balance sheet. If you X out the cash on the balance sheet, it trades at around 14X next year's earnings. Recently reported a very strong quarter and have a record backlog. Could be a takeover candidate as they trade at a low valuation. (Analysts' price target is $2.25.)
A software company that does virtual wards for patients, where they have sensors around the house reminding patients of things they’re supposed to do. Signed 2 large contracts in the US recently and just signed another one yesterday, and have about 48,000 patients in their pipeline. This saves insurers a lot of money, because instead of having to call somebody up, the sensors do it for them.
He is “reluctantly bullish” on the market. He’s been saying for a long time that the market is overvalued, there’s a lot of good companies doing well, but the valuations have to come back at some point. They just passed the tax bill in the US which is a reason to be bullish. The tax thing sounds great in the short run. But when you get ballooning deficit and interest rates looking like they are going to go higher, that's not great for the market in the long run. He thinks a pull back of at least 20% has to happen sometime within 1 to 2 years.
Energy and Oil Generally bullish for the next year. When looking at it, stock by stock, they do look pretty good generally speaking. Exploration companies are good, full integrators are good, and the last ones are kind of the services. Looking at his past top picks, one was a fully integrated and the other was a services company. It doesn’t surprise him that the services didn’t performed well. On two picks if you’re going to get one wrong it’s probably going to be the services. They are more volatile.
He likes it, has been one of his top picks in the past and he stills like it. Tim Hortons has always been great on its own, then came Burger King which is pretty strong too. Together there was a little bit of synergies. And then they bought Popeyes Louisiana Chicken which he was pleasantly surprised with the performance. They are still on the hunt for more acquisition and are really good operators. There are speculations that the new McDonald's Value Menu could be a treat and that a price war could be going on. He is not too concerned about the competition. He would recommend McDonald’s (MCD-N) as well.
Looks better to him than it has in the past. He has always wanted to like this company because it’s a good solid pipeline, but has found it to be quite overpriced in the past. In the last 2 years it hasn’t done that well on the market, it’s still a strong company but now it looks like it's priced better. Regarding the new petrochemical business they are getting into, there are some uncertainty, but there are some companies in this sector that are actually doing quite well. He doesn’t know the details of what they are getting into but he wouldn’t despair because it’s not a bad business in general.
A big fan of this company, especially at this time. Certainly had some tough time time in the last 2-3 years with a lot of debt, and it still does. But one of his key metric is return on invested capital and it seems it has finally bottomed and it’s starting to recover. It’s not carried away but it’s in the right direction and doesn’t need to do much to justify the price. He likes it quite a lot.
He likes it. Quite a good company. Has shown a long history of return on capital that’s really quite impressive. But getting slightly worse, return on capital has gone down but stock price has gone up. That would generally be counterintuitive normally. The stock would go down. But they have so much cash on their balance sheet that the returns do get dragged down. If you take out the cash all of a sudden you realize that the return on capital is outstanding. It’s a stock you have to own. It’s so good, they are changing the world, they make a ton of money.It’s an amazing company.
