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 7 registered members and 52 guests viewing the site. | Follow us on Twitter | Rss Top Picks Feed | Rss Daily Feed |
| Don Reed of Franklin Templeton Investments |
|---|
| WEAK BUY | Alcoa | AA-N | 16.040 | Great company. Aluminum. Totally integrated – Iron, Smelting – everything. Likes the fact they are integrated. | 2011-03-15 | ||
| BUY | BP PLC | BP-N | 43.770 | Still a great organization and now they are getting their act together on the environmental side. Well positioned. Still 4% yield. | 2011-03-15 | ||
| TOP PICK | China Mobile Hong Kong | CHL-N | 46.950 | 589 Million subscribers. Great growth. Growing a subscriber base at 5 Million a month. Signed contract with Blackberry and once they get that out in their system (modify system), it is another wave for them. Good growth. | 2011-03-15 | ||
| HOLD | Cisco | CSCO-Q | 17.390 | Since 1993 did 120 acquisitions. They know how to do it. He is happy to hold it. | 2011-03-15 | ||
| DON'T BUY | Halliburton Co | HAL-N | 44.010 | No big yield – it is getting expensive. A well positioned company bit getting a but expensive. | 2011-03-15 | ||
| Comment | Pfizer Inc | PFE-N | 19.760 | Are breaking themselves up after a string of acquisitions. He sees this happening. Want to get rid of their generics. | 2011-03-15 | ||
| BUY | Vale S.A. | VALE-N | 31.910 | They purchased INCO not so long ago. One of the largest producers of Iron Ore. Nickel and Iron Ore produce stainless steel. Likes it at this level and it is a keeper. | 2011-03-15 | ||
| WEAK BUY | ICICI Bank Ltd. | IBN-N | 44.610 | Big Indian bank. Tying to expand and grow business in Canada. A well-run bank but not really cheap. More than 2 times book value. | 2011-03-15 | ||
| N/A | A Comment -- General Comments From an Expert | A Commentary | 0.020 | There is not enough information on the stocks that they own to make a decision on how to react to the situation in Japan. He thought the commodities prices were getting a little high anyway. Oil was due for a correction and it only corrected a little bit. He owns several big holdings in China as his biggest holdings in emerging markets. | 2011-03-15 | ||
| DON'T BUY | Atrium Innovations. | ATB-T | 15.330 | If he bought it a month ago he would expect to sell it 5 years from now. Not really cheap. Would not buy it today and sell in 30 days. Would look at averaging the price. | 2011-03-15 | ||
| HOLD | Royal Dutch Shell PLC (A) | RDS.A-N | 68.130 | It’s a good stock that he likes and it is a keeper. There was a problem with reserves and accounting differences and that was all straightened away years ago. | 2011-03-15 | ||
| WEAK BUY | France Telecom | FTE-N | 20.880 | It’s in the emerging markets in Telecom. French government owns 27% and he wonders when they will get rid of it. Nice yield. It will not do a major sprint. | 2011-03-15 | ||
| TOP PICK | Compass Group | CPG-LSE | 0.010 | Biggest food services firm in the world. They always have the ability to use their scale to drive down their cost. It gives you a base when things are in rough shape. | 2011-03-15 | ||
| PAST TOP PICK | Gazprom | GAZP-RUS | 0.010 | (Top Pick Nov 23/10, Up 41.82%) Largest gas producer in the world. Extensive pipeline system. They are good oil producers as well. Pretty good-sized oil producers. | 2011-03-15 | ||
| PAST TOP PICK | Vestas Wind Systems | VWS-DC | 0.010 | (Top Pick Nov 23/10, Up 13.85%) Alternative energy stocks getting a lift with Japan crisis. Cheap producers of power. Wind Power. | 2011-03-15 | ||
| PAST TOP PICK | Merck KGAA | MKGAY-GR | 0.010 | (Top Pick Nov 23/10, Up 13.49%) They produce cancer drugs. They produce LCD crystals. Interesting company. Descent pipeline on the pharma side. | 2011-03-15 | ||
| TOP PICK | Compal Electronics Inc | 2324-Taiwan | 0.010 | Laptops. Produce 90% of all notebooks on a global basis. Will be getting into the tablet producers. There were 80 different tablets in Las Vegas at the show. Low multiple. | 2011-03-15 | ||
| BUY | Abbott Labs | ABT-N | 46.950 | Recently checked back. Well managed and in good financial shape. | 2010-11-23 | ||
| PAST TOP PICK | China Mobile Hong Kong | CHL-N | 49.940 | (A Top Pick Aug 24/10. Down 0.16%.) | 2010-11-23 | ||
|
| |||||||
| Comment | Teva Pharmaceutical | TEVA-Q | 49.940 | Could be some major strengths in generic drugs going forward. | 2010-11-23 | ||
| BUY | Vodafone Group PLC | VOD-Q | 25.980 | World’s 2nd largest cellular provider with about 250 million subscribers globally. About 25% of business is in emerging markets. Have a relationship with Verizon (VZ-N) and the big question is if Verizon will pay a good size dividend to them. | 2010-11-23 | ||
| PAST TOP PICK | Vale S.A. | VALE-N | 31.700 | (A Top Pick Aug 24/10. Up 23.77%.) | 2010-11-23 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Korea. If the current situation continues and escalates, this will create volatility so you have to pick your spots and look for individual securities. Doesn’t expect oil prices will fluctuate very much. | 2010-11-23 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Oil sands. Likes this area going forward. The oil is economic at between $70 and $80 a barrel. He owns Cenovus (CVE-T). | 2010-11-23 | ||
| BUY | Telefonica S.A. | TEF-N | 69.300 | Main telephone service provider for Spain, but growth is going to come from emerging markets. Big player in Latin America with 135 million subscribers. Growth will be in cellular. 7.7% yield. | 2010-11-23 | ||
| Comment | Petroleo Bras Sa Petro | PBR-N | 32.030 | Brazilian energy. Big reserves at over 14 billion barrels of oil. Recently ad a major capital raising which will continue as they develop out their resources. Could do well on a long-term basis. | 2010-11-23 | ||
| TOP PICK | Gazprom | GAZP-RUS | 0.010 | (Russian Exchange) World’s largest natural gas producer. Produce about 25% of the gas consumed in Europe and is moving up. 50 years of reserves. | 2010-11-23 | ||
| TOP PICK | Vestas Wind Systems | VWS-DC | 0.010 | (Denmark Exchange) Wind power is a growing market. They have a 15% market share | 2010-11-23 | ||
| PAST TOP PICK | United Overseas Bank | UOVEY-Pink | 0.010 | (Singapore Stock Exchange)(A Top Pick Aug 24/10. Up 4.5%.) Still Likes. | 2010-11-23 | ||
| TOP PICK | Merck KGAA | MKGAY-GR | 0.010 | (German Exchange. Sister company to US Merck.) 75% Pharmaceuticals plus a lab sector and an LCD (liquid crystals) sector. | 2010-11-23 | ||
| PARTIAL BUY | Bank of America | BAC-N | 12.640 | Biggest domestic bank in US. Acquired the very strong franchise of Merrill Lynch during the downturn. Also acquired the mortgager Countrywide and had some difficulty with the mortgages. About 40% of revenue is from consumer lending. Trading at the price of BV. Consider averaging in. | 2010-08-24 | ||
| TOP PICK | China Mobile Hong Kong | CHL-N | 51.620 | Growing subscriber base at about 5 million a month. Recently got the franchise to sell Blackberry in China. Well managed company. | 2010-08-24 | ||
| BUY | Cisco | CSCO-Q | 21.130 | Data networking. Half their business comes of switching and routing. Reasonable multiple. Could be a little bit of short-term pain but not a whole lot. | 2010-08-24 | ||
| TOP PICK | Vale S.A. | VALE-N | 26.670 | Showing strong growth in iron ore. Totally integrated with their own railroad and ships. Well managed. | 2010-08-24 | ||
| BUY | Unilever PLC | UL-N | 26.210 | Great and one of the larger food processing global companies. Good defensive characteristics. 4.2% dividend. | 2010-08-24 | ||
| DON'T BUY | Standard Chartered Bank | STAN-LSE | 0.001 | UK banks have been a difficult place to put money in the last couple of years and he hasn't been in them. | 2010-08-24 | ||
| BUY | Nestles | NESN-SIX | 0.001 | World's largest food company and do about 1/3 of their business in North America and 1/3 in Europe. | 2010-08-24 | ||
| BUY | Banco Santander SA | STD-N | 11.630 | Good, solid Spanish bank and is looking at this one very closely. | 2010-08-24 | ||
| TOP PICK | United Overseas Bank | UOVEY-Pink | 0.010 | (Singapore stock market) Prudent lender. Well managed. 70% of their business is in Singapore. Good balance sheet. | 2010-08-24 | ||
|
| |||||||
| BUY | Valeant Pharmaceuticals | VRX-T | 11.470 | Has gone through some difficulties in the last little while because of potential change of control. This is now behind them and the company is in good shape to move up. Have a good stable of products. 16.8% yield should be safe but if it gets cut, it wouldn't bother him. | 2008-12-10 | ||
| PAST TOP PICK | China Mobile Hong Kong | CHL-N | 51.980 | (A Top Pick Feb 22/08. Down 31%.) Largest cellular provider in the world. Growing at 5 to 6 million a month. Stock weekend as China went through a restructuring of the telecom industry. Still have a lot of room for growth. | 2008-12-10 | ||
| BUY | Novartis AG | NVS-N | 45.690 | Has been quite a good performer on a relative basis as the market has turned down. Very big in the generic area. More and more generics are going to be coming forward as the medical plans improve in the US. | 2008-12-10 | ||
| BUY | Rio Tinto | RIO-N | 94.500 | (Market Call Minute.) Looking at little bit better after it has backed off as they will not beginning together with BHP. | 2008-12-10 | ||
| BUY | Vodafone Group PLC | VOD-Q | 19.390 | 2nd largest wireless globally. They keep adding to their stable of subscribers. Breaking ground in some emerging countries. | 2008-12-10 | ||
| DON'T BUY | Barclays Bank PLC | BCS-N | 9.190 | (Market Call Minute.) Little perilous right now. Will probably not use the Bank of England's facilities but will come out with an equity issue instead. | 2008-12-10 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | US$: Oil price is going to be a factor in moving the dollar and he expects oil will be moving up. When this happens, the US$ will start to decouple from oil and will start trading with the US economy. If so, he expects more money will flow in to buy the dollar. | 2008-12-10 | ||
| BUY | Intact Financial | IFC-T | 30.900 | Has been a little bit stronger over the last little while. He has just added to his position. | 2008-12-10 | ||
| PARTIAL BUY | ABB Ltd. | ABB-N | 13.670 | Power Plant Equipment. Infrastructure play. A holding he would be inclined to for a 3 to 5 year hold. They are in the right business and have been receiving some contracts. He would take a position and then dollar cost average. | 2008-12-10 | ||
| Comment | Royal Bank of Scotland PLC | RBS-N | 20.260 | Will be getting capital from Bank of England. This has been a disappointing situation. The UK banking sector in general has suffered because of the poor mortgage situation. The silver lining is that it is trading at a very low multiple. Very diverse mix of business. | 2008-12-10 | ||
| Comment | Thompson Creek Metals | TCM-T | 4.170 | Molybdenum. There is a lot of infrastructure build in China that is using steel. However, the commodities are ratcheting down. Hasn't looked at this company closely but suggests you check out their financials before buying. | 2008-12-10 | ||
| PAST TOP PICK | Gazprom | GAZP-RUS | 0.010 | (A Top Pick Feb 22/08. Down 69%.) World's largest producer of natural gas and are all the way through Europe. The attacks in Georgia made investors nervous. Once this is cleared up, the stock should go higher. Would add to positions at this price. | 2008-12-10 | ||
| PAST TOP PICK | Cheung Kong Holdings | 1-HK | 0.010 | (A Top Pick Feb 22/08. Down 32%.) Real estate. Managed by Li Ka Shing who owned roughly 10% of CIBC (CM-T) at one time. Good leadership. | 2008-12-10 | ||
| TOP PICK | Vestas Wind Systems | VWS-DC | 0.010 | (Denmark exchange) Manufacture wind turbines. They keep getting more and more contracts. They would have 35% of the market for wind turbines. | 2008-12-10 | ||
| BUY | China Telecom | CHA-N | 39.770 | Telecommunications. Has done well on the back of some restructuring that was put in place by the Chinese government. They are allowing them to get a little more involved in the mobile and wireless. | 2008-12-10 | ||
| TOP PICK | Michelin Tires | ML-FR | 0.010 | (French Exchange) Michelin Tires. Although the automotive industry is not selling as many cars, Michelin makes more money on replacement equipment than on original. Great brand name. Very competitive. | 2008-12-10 | ||
| TOP PICK | Olympus | 7733-JP | 0.010 | (Tokyo Exchange) Olympus cameras and endoscopes for surgeons. They are the biggest in the business for endoscopes. | 2008-12-10 | ||
| BUY | AXA SA | AXA-N (Dead) | 21.840 | (Market Call Minute.) Loves this one. | 2008-12-10 | ||
| BUY | Tesco PLC | TEO-LSE | 0.010 | (London Stock Exchange) Grocery chain in the UK. Have upgraded some of their stores in the last little while. Has some defensive characteristics. | 2008-12-10 | ||
| DON'T BUY | American International Group | AIG-N | 3.510 | Trading below book value but there are a lot more cheap things to buy. Prefers Canadian Banks. | 2008-10-07 | ||
|
| |||||||
| BUY | Berkshire Hathaway Inc. (B) | BRK.B-N | 4.000 | B shares are a new issue from 8 or 9 years ago and just a cheaper way to participate. | 2008-10-07 | ||
| PAST TOP PICK | Flextronic International | FLEX-Q | 5.270 | (Top Pick July 12/07 Down 49%), happy to hold current investment thesis still works and is a buying opportunity. They will receive outsourcing contracts from Dells, etc. as recession takes hold. | 2008-10-07 | ||
| WAIT | Fannie Mae | FNMA-Q2 | 1.200 | We need to see the system a little more liquid before buying. | 2008-10-07 | ||
| BUY | Vale S.A. | VALE-N | 12.480 | Have iron and nickel, which goes into stainless steel. Very good situation. No concerns on demand in the case of China where they are still building up their infrastructure. Look out for major slow down in China. | 2008-10-07 | ||
| BUY | Oilexco Inc | OIL-X | 4.670 | Price of oil is a big factor. Thinks we will see $75 before $150 again for oil. Thinks it is a good thing to own. In a declining crude oil market you are better off to be into the integrateds. | 2008-10-07 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | On Harper’s Speech: When we responded to the credit crisis, we weren’t dealing with the same crisis in Canada. Consumer debt started going out of control in 2002, not Aug 2007. Likes what Harper had to say. Wants him to keep his promise to reduce capital gains tax. Not sure about Dion’s idea of assembling a panel to discuss the economy. That had to happen a while ago and Harper has been consulting experts all along. | 2008-10-07 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Following Bernanke speech: Thinks we are getting an interest rate cut and it should work. He likes what they are doing. Have drops in global PE ratios dropped to historical averages? Yes, we are at 15-year lows. So right now we have some very good buying opportunities. Europe is cheaper than North America. | 2008-10-07 | ||
| PAST TOP PICK | BAE Systems | BA-LSE | 0.010 | (Top Pick Jul 12/07, Flat)(London Stock Exchange.)They are a cost plus contractor. In defence and aerospace system. | 2008-10-07 | ||
| PAST TOP PICK | Compass Group | CPG-LSE | 0.010 | (Top Pick July 12/07 Down 6%)(London Stock Exchange) Economies of scale on purchasing side keep their costs down. Defensive stock. Still more room for cost controls. Still continue to win contracts with institutions. Still a good food service | 2008-10-07 | ||
| TOP PICK | CHINA COAL | 1898-HK | 0.010 | Second largest coal producer. It’s here to stay and suffered a lot. China has to import all their coal. China is growing so quickly that they need every source of energy they can get. | 2008-10-07 | ||
| TOP PICK | Telenor | TEL- OSLO | 0.010 | (Oslo Exchange) Growth in an emerging market. Build-out is getting cheaper. Big in cellular services. Seeing good growth and good management. | 2008-10-07 | ||
| PAST TOP PICK | Flextronic International | FLEX-Q | 9.180 | (A Top Pick Jul 12/07. Down 19%.) Still likes. Singapore listing. Do a lot of their electronics in the US in the electronics area. | 2008-08-28 | ||
| BUY | Glaxosmithkline PLC | GSK-N | 47.090 | Likes the pharmaceuticals. This is one that he would favour investing in. They have defensive characteristics. This would be a 5 year or so hold. | 2008-08-28 | ||
| TOP PICK | Novartis AG | NVS-N | 56.020 | Have defensive characteristics. Largest producer of generic drugs in the world. Good management and balance sheet. | 2008-08-28 | ||
| BUY on WEAKNESS | Potash Corp of Saskatchewan | POT-T | 186.410 | Fertilizer is a good place to be and always will be. There are food shortages in many places around the world. Food inflation is one of the biggest problems there is. Doesn't feel the valuation of this company is cheap. | 2008-08-28 | ||
| Comment | HSBC Holdings P L C | HBC-N | 78.680 | Well run bank and well diversified. Having some problems right now like many of the banks. | 2008-08-28 | ||
| TOP PICK | Sasol Ltd.-ADR | SSL-N | 54.090 | Integrated energy company in South Africa. Converts coal to liquids. Diesel and the by-products. Have pilot projects in several areas around the world, namely China and the US. | 2008-08-28 | ||
| Comment | ICICI Bank Ltd. | IBN-N | 30.800 | Doesn't own this one, as it is primarily a valuation issue. They are having some difficulties but no more than many of the other banks. | 2008-08-28 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | India and China: India's economy has been growing and is based on technology and service. Stocks have been expensive so he does not own any in India. China's economy has been down this year so he is holding his current stocks. | 2008-08-28 | ||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | Decoupling of the Global Market: Thinks the markets are somewhat decoupled. There is quite a difference in performance between the various global markets. Asia right now is highly dependent on what happens in China and their growth is going to be around 9%. If it really slows down it will go down to around 7%. | 2008-08-28 | ||
|
| |||||||
| Comment | A Comment -- General Comments From an Expert | A Commentary | 0.020 | China: After a 55% decline in China markets, valuations are much better. Chinese economy over the last 15 years has grown between 7% and 15% per year. Doesn't see a major decline and thinks this growth is sustainable. You have to be very selective in the companies you own. | 2008-08-28 | ||
| BUY | Telefonica S.A. | TEF-N | 74.780 | Interesting company because most of their business is done outside of Spain. Dominant in fixed line and wireless in Spain but have 115 million subscribers on the wireless side outside of Spain and 25 million inside of Spain. | 2008-08-28 | ||
| PAST TOP PICK | BAE Systems | BA-LSE | 0.010 | (A Top Pick Jul 12/07. Up 21%.)(London Stock Exchange) Have some great Saudi contracts. #1 in Europe and #5 in the US in terms of the aerospace industry. | 2008-08-28 | ||
| TOP PICK | Compass Group | CPG-LSE | 0.010 | (A Top Pick Jul 12/07. Up to 7%.)(London Stock Exchange)The #1 food service company in the world. Achieving a lot of economies through the purchase of food. | 2008-08-28 | ||
| TOP PICK | China Mobile Hong Kong | CHL-N | 51.980 | Telecommunications. 371 million cell phone subscribers. Chinese government just approved the sale of blackberries about six months ago, which they sell. 6 to 7 million new subscribers per month. Has come off its high so there is good room to move. | 2008-02-22 | ||
| Comment | Ericsson LM Telephone | ERIC-Q | 21.640 | Consumer electronics and cell phone providers. Great company. Has suffered dramatically in the last little while. Missed on a couple of their earnings and guidance hasn't been that great. Still likes and he is looking at it for his portfolios. | 2008-02-22 | ||
| PAST TOP PICK | Flextronic International | FLEX-Q | 10.560 | (A Top Pick July 12/07. Down 6%.) Likes this one going forward. Still a Buy. | 2008-02-22 | ||
| Comment | Halliburton Co | HAL-N | 36.160 | Oil services is a good place to be, primarily because there are shortages of oil. | 2008-02-22 | ||
| Comment | Schlumberger Ltd. | SLB-N | 85.450 | Oil services is a good place to be, primarily because there are shortages of oil. | 2008-02-22 | ||
| BUY | Toyota | TM-N | 110.730 | Likes this one a lot. From a revenue and production point of view is very large. Have command of about 35% of the US market. Has dropped because of softness in the US market, which would be a caution when buying. | 2008-02-22 | ||
| BUY | Unilever NV | UN-N | 30.880 | Global food service company. Food companies are good to own from a defensive standpoint. Tend to be less volatile. Earnings are looking good. 4.78% dividend should be safe. | 2008-02-22 | ||
| BUY | HSBC Holdings P L C | HBC-N | 75.230 | Great bank. Have over 10,000 offices globally. Integrated asset management. Own 10% of a Chinese bank, which he thinks will be a winner for them. Very strong position in Asia. 4.6% dividend should be safe. | 2008-02-22 | ||
| BUY on WEAKNESS | ICICI Bank Ltd. | IBN-N | 53.870 | This is a great Indian bank. Were not as involved in a lot of the subprime issues as others. | 2008-02-22 | ||
| Comment | Royal Dutch Shell PLC (A) | RDS.A-N | 72.470 | Good reserve positions. Totally integrated in all sectors. Good solid dividends. | 2008-02-22 | ||
| BUY | Royal Bank of Scotland PLC | RBS-N | 7.640 | Full-service bank. Very content with the company. Price has been beaten up quite badly. As far as he can make out, they were not major participants in the sub prime loans. | 2008-02-22 | ||
| BUY | Macquarie Group | MQG-AU | 0.001 | (Australian exchange.) They have been great in making acquisitions. Investment banking, hydro projects, infrastructure, et cetera. A good bank to own. Buy for the long-term. | 2008-02-22 | ||
| PAST TOP PICK | BAE Systems | BA-LSE | 0.010 | (A Top Pick July 12/07. Up 18%.) (London exchange.) #1 defence contractor in the UK and #5 globally. Have a contract with the Saudis for some planes. | 2008-02-22 | ||
| PAST TOP PICK | Compass Group | CPG-LSE | 0.010 | (A Top Pick July 12/07. Down 4%.) (London exchange.) Food services. Do about $1 billion of sales in Canada. 3.3% yield. | 2008-02-22 | ||
| TOP PICK | Gazprom | GAZP-RUS | 0.010 | (Russian exchange.) Largest natural gas company in the world. Russian government owns about 50%. Sells their gas through Europe. | 2008-02-22 | ||
| TOP PICK | Cheung Kong Holdings | 1-HK | 0.010 | Has a tremendous land bank in Hong Kong but are also going into mainland China. Has come off its high so there is good room to move. | 2008-02-22 | ||
|
| |||||||
| BUY | China Mobile Hong Kong | CHL-N | 57.780 | Have 300 million subscribers. Subscription base is growing 5 to 6 million per month. Starting to look outside of China. Still lots of growth to go. Might be starting to get a little expensive. | 2007-07-12 |
