Rss Top Picks FeedRss Daily Feed| Click Here to receive daily reports of the TOP PICKS OR your personal stock choices | STOCKCHASEWhat the experts are saying! |
| There are 1 registered members and 59 guests viewing the site. | Follow us on Twitter | Rss Top Picks Feed | Rss Daily Feed |
|
| DON'T BUY | 11.130 | Gavin Graham | Cheap at 7.5-8 times earnings with a 5.6% yield. Probably one of the best run banks globally. Expense ratio is only about 42%. Half of its earnings come from emerging markets. The difficulty, it’s a Spanish bank and even though it’s well run, there is a big exposure to Spain and Portugal (25% of their earnings). (See Top Picks.) | 2011-05-20 | |
| WAIT | 10.770 | David Driscoll | 50% of revenues are coming from outside of Spain. Although stock price is down 40% (the same as Spanish index) you have to understand it is not where they are domiciled but where they are doing business. Doing very well in Mexico and South America. Wait to see what credit quality will look like among all the banks over the next couple of quarters. | 2010-06-24 | |
| HOLD | 9.290 | David Driscoll | Actually made money in the last quarter. They were up $500 million US although they did take a hit on the Madoff situation, which caused a charge off of $300 million. Half their business is in Spain and the rest in Latin America. Although Latin America grew .5% last year is starting to slow. Dividends were reduced. | 2009-01-30 | |
| BUY | 18.150 | David Driscoll | Good Buy right now. Compared to Canadian banks it is trading at about half the multiples and access to Mexico. | 2008-08-11 | |
| BUY | 21.110 | David Driscoll | Earnings came or today and the profits were up 50% but mostly because of asset sales. Mexico and US are doing extremely well which should continue. | 2006-07-26 | |
| BUY | 21.090 | David Driscoll | Most of their earnings are coming from Mexico which is doing very well right now. Getting near its all-time high, but can go higher. | 2006-04-06 | |
| BUY | 17.840 | David Driscoll | Very bullish on this stock. A spanish bank. Investing in Mexico where there is growth. Still more upside with a good dividend. | 2005-11-03 | |
| PAST TOP PICK | 15.120 | David Driscoll | (A Top Pick Dec 8/04. Down 8.7%.) In the midst of an acquisition in Italy which is why the stock has been going sideways for the last little while. Offers almost a 4% dividend yield. You get diversification into Spain, Mexico and South America. | 2005-06-28 | |
| TOP PICK | 16.700 | David Driscoll | 25% of their profit growth is coming from Mexico which is taking advantage of the cross border movement of funds between the US and Mexico. Outlook for Mexico is terrific as the GDP growth is greater than both the US and Canada. Good long term potential. | 2004-12-08 | |
| TOP PICK | 13.860 | Mary Farrell | Likes defensive names that produce good earnings growth. Showing extraordinary growth. 4% yield. | 2004-09-10 | |
| BUY | 12.440 | David Driscoll | Increased the dividend by 20%. | 2002-05-15 | |
| BUY | 12.070 | David Driscoll | 2.5/3% dividends. What they lost in Argentina, they'll make up in Mexico. | 2002-04-03 | |
| BUY | 11.560 | David Driscoll | Should continue to have a good growth rate. A 2.5% yield. | 2002-01-09 | |
| BUY | 12.410 | David Driscoll | Double AA credit and more growth potential than Cdn. Banks. | 2001-12-14 | |
| BUY | 12.400 | Arthur Heinmaa | AA credit rating. Good diversification in South America. | 2001-11-23 | |
| BUY | 11.050 | Neil Murdock | Great business and strong management. Down because of Argentinean holdings. At a very good price. | 2001-10-30 | |
| PAST TOP PICK | 11.390 | David Driscoll | (Was a top pick on Apr 30 down 20%) Got hurt in Argentina. Still growing. | 2001-10-12 | |
| PAST TOP PICK | 12.370 | David Driscoll | (Was a top pick on Apr 30/01 down 13%) Still likes. Weak Euro has dropped share price. Earnings growing at 20%. | 2001-08-10 | |
| STRONG BUY | 12.600 | Arthur Heinmaa | Outlook is good. AA credit rating. | 2001-08-07 | |
|
| |||||
| BUY | 12.130 | David Driscoll | Down because of drop in Euro and Argentina problems. Good price. | 2001-07-20 | |
| PAST TOP PICK | 13.700 | David Driscoll | (Was a top pick on Jun 27/00 down 4%) Still likes. Earnings continue to grow by 25%. | 2001-06-04 | |
| TOP PICK | 14.110 | David Driscoll | Made good acquisitions. Will now start to consolidate and cut costs. | 2001-04-30 | |
| BUY | 13.630 | David Driscoll | Trading at 21 X which is equal to its growth. Making good cheap acquisitions. | 2001-04-11 | |
| BUY | 13.810 | David Driscoll | Bullet proof portfolio-large caps (40%) | 2001-03-27 | |
| BUY | 15.660 | David Driscoll | Can own insurance, unlike Canadian banks. Growing at 25%. Investing in Latin America, but only has 10% at risk. | 2001-02-05 | |
| TOP PICK | 15.750 | David Driscoll | 2nd largest bank in Spain. 5000 branches globally. A low AA rating | 2001-01-17 | |
| BUY | 14.000 | David Driscoll | 25% growth/AA credit rating. Secure investments | 2000-11-06 |
