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Don Lato , President

Padlock Investment Management


Date Signal Chart Symbol Company Opinion Price
2014-04-10 N/A Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Markets.  We are set up for a balanced budget in 2015, which is ahead of most of the other countries in the G7.  2013 was wonderful with US up 30%.  2014 is still positive.  Valuations are reasonable in the broad market with a few places where they are too high.  There is volatility right now.  The sell off today is a buying opportunity.  He was carrying a little more cash coming out of 2013 than he usually would.  He is considering Valiant as an addition. 


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
_N/A
2014-04-10 TOP PICK Must be logged in to use chart AAPL-Q Apple

Valuation is still compelling.  The big knock lately was no new products.  But with an increased R&D budget for the last several years and the greatest engineering team in the world, he believes we will see something before the end of the year.


Price:
$523.480
Subject:
NORTH AMERICAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2014-04-10 WAIT Must be logged in to use chart AET.UN-T Argent Energy Trust

He looked at it in the past.  Management is being very cautious with this cut in the dividend.  The fall in share price still makes it an attractive dividend.  Wait a few days at least.


Price:
$3.520
Subject:
NORTH AMERICAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
No
2014-04-10 BUY Must be logged in to use chart AFN-T Ag Growth International Inc

Have not increased their dividend for quite some time.  Current payout ratio is good and dividend is safe.  They did increase business in Ukraine and it is something to be weary of.


Price:
$46.280
Subject:
NORTH AMERICAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Unknown
2014-04-10 BUY on WEAKNESS Must be logged in to use chart AGU-T Agrium

You could start nibbling here.  $95/$96 area would be support.  Start to buy it here in case it does not get down to $95.  Prefers over POT-T.  Nat Gas prices continuing to be high could be a negative.


Price:
$101.250
Subject:
NORTH AMERICAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Unknown
2014-04-10 TOP PICK Must be logged in to use chart BAU-T Bauer Performance Sports Ltd.

18% increase in bookings for next quarter.  12 times earnings and could easily be at 14-15 times.


Price:
$14.790
Subject:
NORTH AMERICAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2014-04-10 SPECULATIVE BUY Must be logged in to use chart BB-T BlackBerry

Done a very good job in trying to right the ship.  Down at $8.50, it is probably not in a bad position for a trade.  He does not know if it will exist in a couple of years.  For a trade you can probably make some money on the way to $10.  Trading to him is a 3-4 week period.


Price:
$8.380
Subject:
NORTH AMERICAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Unknown
2014-04-10 PAST TOP PICK Must be logged in to use chart CRUS-Q Cirrus Logic

(Top Pick Mar 27/13, Down 13.30%) Did lose some of the business in the iPad Air.


Price:
$19.890
Subject:
NORTH AMERICAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2014-04-10 PAST TOP PICK Must be logged in to use chart DKS-N Dick's Sporting Goods

(Top Pick Mar 27/13, Up 11.84%) Still growing.


Price:
$52.180
Subject:
NORTH AMERICAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2014-04-10 DON'T BUY Must be logged in to use chart ECA-T Encana Corp

Prefers TOU for Nat Gas because of better growth potential.


Price:
$24.490
Subject:
NORTH AMERICAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
No
2014-04-10 DON'T BUY Must be logged in to use chart L-T Loblaw Companies Ltd

Shoppers was a big deal for them and even though they may have overpaid a little, they are buying a great company.  Their loyalty structure, promotional acumen, are this Loblaw’s can learn from.  He stays out of the space because of squeezed margins.


Price:
$46.000
Subject:
NORTH AMERICAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
No
2014-04-10 DON'T BUY Must be logged in to use chart MSFT-Q Microsoft

Reasonably priced. Not his favourite, but they are doing a lot of good things.  PE is lower than GE. A dominant player in their space.  It is going to be around for a long time to come.


Price:
$39.360
Subject:
NORTH AMERICAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
No
2014-04-10 TOP PICK Must be logged in to use chart NCR-N NCR Corp.

Does not understand why this stock has lagged so much.  They took on additional debt.  More and more the business is moving to software and the recurring revenue model.


Price:
$33.940
Subject:
NORTH AMERICAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2014-04-10 PAST TOP PICK Must be logged in to use chart NFI-T New Flyer Industries Inc.

(Top Pick Mar 27/13, Up 26.95%) Has been cautious about building out their production lines.  Thinks you will see an increase in the dividend.


Price:
$11.300
Subject:
NORTH AMERICAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
2014-04-10 BUY Must be logged in to use chart PD-T Precision Drilling

Difficult times for the drilling service area are quickly coming to an end.  Drillers are set up for a very good year this year.  Ground is starting to get mushy this year.  They diversified into the US and that division is quickly catching up.  Prefers Canyon.


Price:
$13.060
Subject:
NORTH AMERICAN
Bias:
BULLISH on CANADIAN MARKET
Owned:
Yes
Showing 1 to 15 of 924 entries
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