List by Company Name |
List by Symbol |
| Date | Signal | Expert | Opinion | Price |
|---|---|---|---|---|
| 2013-04-11 | BUY | Gordon Reid |
Had a little bit of difficulty. Seem to have been 1 step forward and 2 steps back over the last several years. This has happened to a lot of the industrial conglomerates because the global economy has not been steady. Over the last couple of quarters they have got it together a little bit and most of their divisions are moving in concert and doing fairly well. Doesn’t feel it is overpriced at 14X earnings. Decent dividend. Tweet finance |
Price: $108.250 Subject: US EQUITIES Bias: OPTIMISTIC Owned: No |
| 2013-04-10 | BUY | Norman Levine |
So well diversified that it is like the US GDP. His Outlook for the US economic growth is good so this would be a reasonable stock to own. Tweet finance |
Price: $107.690 Subject: NORTH AMERICAN - LARGE Bias: OPTIMISTIC Owned: No |
| 2013-03-18 | COMMENT | Peter Brieger |
J.P. Morgan did a list of 15 stocks whose free cash flow yield was fairly substantial and have had great resilience in down markets and have outperformed markets on the upside. This was one of them. This is an international conglomerate including healthcare. Thought it was a bit on the expensive side but based on the report by J.P. Morgan, he is going to have a look at this one. Tweet finance |
Price: $105.410 Subject: NORTH AMERICAN - LARGE Bias: OPTIMISTIC Owned: No |
| 2013-03-14 | COMMENT | Stan Wong |
Generally speaking, industrials will do well as the economy continues to recover in the US. Dividend looks pretty solid at 2.4%. Growing at 10% and trading around 15X earnings. Not exactly cheap but it should continue to do well. Tweet finance |
Price: $106.020 Subject: NORTH AMERICAN - LARGE & ETFs Bias: BULLISH on US MARKET Owned: No |
| 2013-02-20 | BUY on WEAKNESS | Don Vialoux |
Industrial companies usually do very well from January through until May. Stock has just hit an all-time high. Technically it looks good. If you can buy on weakness in the next 2-3 weeks there is still a period of seasonal strength through until May. Tweet finance |
Price: $103.150 Subject: TECHNICAL ANALYSIS & SEASONAL INVESTING Bias: UNKNOWN Owned: Unknown |
| 2012-09-20 | SELL | Gordon Reid |
He wouldn’t be as worried about their global growth as he would be in their operational risks. Have had a bit of an erratic ability to provide consistency of earnings. If you own, he would move to another industrial. Tweet finance |
Price: $93.580 Subject: US EQUITIES Bias: DEFENSIVE Owned: No |
| 2012-08-21 | HOLD | Karl Berger |
Feels it is cheap right now but is probably likely to stay cheap for the next little while. Global growth which is not overly robust, doesn’t favour the space that this company is in. He likes their broad geographic exposure. 40%-50% of their revenues are earned outside of the US with quite a bit in more rapidly growing emerging markets. You’ll have to be patient with it. 2.5% dividend. Tweet finance |
Price: $93.210 Subject: GLOBAL Bias: UNKNOWN Owned: Unknown |
| 2012-06-14 | HOLD | Jim Huang |
(Market Call Minute.) Pretty much a reflection of the global economic growth. Had some good quarters but the latter part of the year might not look as good. Tweet finance |
Price: $86.860 Subject: NORTH AMERICAN Bias: CAUTIOUSLY OPTIMISTIC Owned: No |
| 2012-06-11 | BUY | Gavin Graham |
This has been one of the stalwarts of people's portfolios simply because of its enormous range of products. Has had a pretty solid performance. Relatively defensive and has a decent yield. Tweet finance |
Price: $85.180 Subject: GLOBAL LARGE Bias: BULLISH on COMMODITIES Owned: Unknown |
| 2012-04-24 | BUY | Charles Lannon |
A core holding. A good example of a diversified industrial that the Canadian market does not offer. New CEO was an internal hire and strategy will not be materially changed. Wont scale back capital expending to increase productivity. Tweet finance |
Price: $88.490 Subject: CANADIAN LARGE & GLOBAL Bias: BULLISH on US ECONOMY Owned: Yes |
| 2012-04-18 | DON'T BUY | Gordon Reid |
Listening to management, you're never quite sure where the stock is going to be. May be too diversified. He would probably go to another industrial such as United Technologies (UTX-N) or Honeywell (HON-N). Tweet finance |
Price: $87.130 Subject: US EQUITIES Bias: OPTIMISTIC Owned: No |
| 2012-02-02 | PAST TOP PICK | Charles Lannon |
(A Top Pick Feb 23/11. Down 1.23%.) Still one of the preeminent American industrial companies. Still likes. Tweet finance |
Price: $87.430 Subject: GLOBAL Bias: CAUTIOUSLY OPTIMISTIC Owned: Yes |
| 2012-01-20 | PAST TOP PICK | Karl Berger |
(A Top Pick Feb 11/11. Down 4.11%.) Still solid and still likes. Tweet finance |
Price: $85.650 Subject: GLOBAL Bias: BEARISH on COMMODITIES Owned: Yes |
| 2012-01-11 | WAIT | Gordon Reid |
Another industrial choice. Last quarter they warned of global weakness. Thinks they are having some execution issues and would wait a quarter. Tweet finance |
Price: $83.770 Subject: US EQUITIES Bias: CAUTIOUS Owned: Unknown |
| 2011-10-24 | BUY | Gordon Reid |
Assumption of marketplace is too negative and he thinks it is too negative. Expects good revenue growth. Tweet finance |
Price: $82.180 Subject: US EQUITIES Bias: DEFENSIVE Owned: No |