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Signal
Opinion
Expert
COMMENT
COMMENT
December 19, 2018
Safe-ish. He models 5% EPS growth. 75% payout ratio. Fairly attractively valued. Defensive story. Other names are more attractive with better valuations (some even half like Power Financial) with similar growth rates.
Show full opinionHide full opinion
Safe-ish. He models 5% EPS growth. 75% payout ratio. Fairly attractively valued. Defensive story. Other names are more attractive with better valuations (some even half like Power Financial) with similar growth rates.
SPECULATIVE BUY
SPECULATIVE BUY
December 19, 2018
It depends on the price of crude. Good balance sheet. Decent growth profile. With oil at $53 this is a good pick. 2/3 of their exposure is international. All in a good bet if you are constructive on oil.
Show full opinionHide full opinionIt depends on the price of crude. Good balance sheet. Decent growth profile. With oil at $53 this is a good pick. 2/3 of their exposure is international. All in a good bet if you are constructive on oil.
BUY
BUY
December 19, 2018
Had a very good quarter. They are uniquely positioned. He models 13% growth. Not the cheapest name. For fresh capital he would consider this stock.
Show full opinionHide full opinionHad a very good quarter. They are uniquely positioned. He models 13% growth. Not the cheapest name. For fresh capital he would consider this stock.
BUY
BUY
December 19, 2018
Exceptionally cheap name. With a yield at 6.3% and a payout ratio of 45%. It has been a miserable performer. He doesn't see earnings falling unless there is a recession and he doesn't see that coming.
Exceptionally cheap name. With a yield at 6.3% and a payout ratio of 45%. It has been a miserable performer. He doesn't see earnings falling unless there is a recession and he doesn't see that coming.
BUY
BUY
December 19, 2018
In a market like this you wait until people come out of their foxholes. Super cheap at 5 1/2 PE. Nice dividend of 4% plus. Fair name. You can worry about peak sales but it is priced for that.
Show full opinionHide full opinionIn a market like this you wait until people come out of their foxholes. Super cheap at 5 1/2 PE. Nice dividend of 4% plus. Fair name. You can worry about peak sales but it is priced for that.
DON'T BUY
DON'T BUY
December 19, 2018
They have done a Herculean job to try to turn things around. Still very indebted.
They have done a Herculean job to try to turn things around. Still very indebted.
PAST TOP PICK
PAST TOP PICK
December 19, 2018
(A Top Pick Jan 25/18, Down 9%) Banks in general had a rough year. Q4 was very strong for them. Trades at a discount compared to the group. He thinks it is going to grow at 8% annually. Still like it.
Show full opinionHide full opinion(A Top Pick Jan 25/18, Down 9%) Banks in general had a rough year. Q4 was very strong for them. Trades at a discount compared to the group. He thinks it is going to grow at 8% annually. Still like it.
