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Compiling comments that experts make about stocks while on public TV.

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Don Lato , President

Padlock Investment Management


Date Signal Chart Symbol Company Opinion Price
2014-10-29 COMMENT Must be logged in to use chart A Commentary A Comment -- General Comments From an Expert

Precious metals? He doesn't own anything in the area. Has never really participated.


Price:
$0.020
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2014-10-29 COMMENT Must be logged in to use chart AGF.B-T AGF Management (B)

Would be a little bit concerned about this one. The mutual fund industry is going to be affected by changes in disclosure laws, starting next year. One of the things that has to be disclosed are the fee schedules. A lot of clients are going to be in for a bit of a surprise when they see the fees that are going to be charged.


Price:
$10.160
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2014-10-29 COMMENT Must be logged in to use chart BNS-T Bank of Nova Scotia

A good time to be looking at Canadian banks. They have all sold off from their peaks. All took a nosedive from the mini meltdown a couple of weeks ago. Not his favourite. (See Top Picks.)


Price:
$68.090
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-10-29 BUY on WEAKNESS Must be logged in to use chart CGX-T Cineplex Inc

Not cheap at 20X earnings. Stock has been relatively flat in the last year, in the range of $38-$44. Struggled last winter with the brutal weather. Also, a so-so movie schedule for the 1st part of the year. This is supposed to be improving in the 4th quarter and into next year with some great sequels coming out. A very, very well-managed company. They continue to increase their concession revenues, their on-screen advertising and their online business. 3.5% dividend yield is well covered.


Price:
$41.960
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-10-29 BUY Must be logged in to use chart CPG-T Crescent Point Energy Corp

A great oil/gas company. This would be in the basket of high quality companies that you would want to gravitate back to. Have had tremendous success. Sort of stalled in the last year or so. Pays a nice dividend. Has some great exploration projects. A little more highly skewed to oil than what he would like.


Price:
$37.010
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
No
2014-10-29 COMMENT Must be logged in to use chart DOL-T Dollarama Inc.

This has been a great company. It always seems to be a little bit expensive, so finally on the last selloff he pulled the trigger at about 16.5X earnings and felt comfortable with that as an entry point.


Price:
$99.530
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-10-29 BUY Must be logged in to use chart GILD-Q Gilead Sciences Inc.

Switching over from their main hepatitis C drug to another one. Sales of the older drug were a little bit disappointing. Earnings were down about $.08 a share, versus consensus, but still up tremendously over last year. Stock is very, very cheap on an earnings basis, trading at just under 11X earnings. The new drug is priced a little more attractively. Drug revenues were up 8% year-over-year, not including the old Hep C drug.


Price:
$110.720
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-10-29 COMMENT Must be logged in to use chart GILD-Q Gilead Sciences Inc.

(Switch from Apple (AAPL-Q)?) He would buy them both. Apple is his biggest position, but Gilead is his 2nd biggest. It would be like trading one child for another. Apple still has lots of room to go, but there are rumblings about how Apple Pay is working, and that is the next huge business for them.


Price:
$110.720
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-10-29 COMMENT Must be logged in to use chart GLW-N Corning Inc

Reacted reasonably well to its earnings announcements. Stock had been weaker for the last 3-4 months on talk of Apple (AAPL-Q) gravitating more and more to Sapphire, but that didn't happen. That should be a boost for the company who makes the Gorilla glass that goes in the iPhone and iPad. Still relatively cheap at about 13X next year's earnings. Still ample growth here. Yield of 2%.


Price:
$19.890
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-10-29 BUY Must be logged in to use chart HCLP-N Hi-Crush Partners LP

Manufactures fracing sand. Looked like it started to base a couple of weeks ago, but has been weak again in the last few days. If you are happy with a 5% plus yield, you can step in and comfortably buy it here. Because it is a limited US partnership, there is a very hefty 40% withholding tax. They have the ability in the partnership to drop down other assets into the partnership from the parent company. He is looking at possible dividend increases again next year. Yield of 5.4%.


Price:
$46.390
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-10-29 TOP PICK Must be logged in to use chart JAH-N Jarden Corp.

Owns brands like Coleman, Sunbeam, Rawlings Sporting Goods, and even Bicycle playing cards. Great company. Had a good run, but still only trading at about 14.5X next year's earnings. He considers it as almost a hedge on his overweight in the energy area. As you see oil and gasoline prices come down, it puts a lot of money in consumers’ pockets. 16% of their sales for various products goes through Wal-Mart.


Price:
$64.450
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-10-29 STRONG BUY Must be logged in to use chart KKR-N KKR & Co. LP

It is hard to ignore the 9% yield, and he thinks it is pretty safe for the next couple of years. Have a number of new assets under management. Have some deals that will come to fruition that they will pay out to the unit holders. This is a great opportunity.


Price:
$22.250
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-10-29 PAST TOP PICK Must be logged in to use chart NCR-N NCR Corp.

(A Top Pick Nov 27/13. Down 20.78%.) Problems are twofold. Had some execution problems in the last quarter in getting some product out and have made some management changes to address that. A soft retail environment that persists in the US as well as some mergers among some of the major customers. At this price, he is looking at 8.5-9 X next year's earnings. Still great value here.


Price:
$27.560
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-10-29 HOLD Must be logged in to use chart NFI-T New Flyer Industries Inc.

Good, solid, long-term hold. Sold off a little bit from the highs, but still yielding 4.5%. You should see little better numbers coming out next year. Recently increased their weekly production and are up to 51 units per week. Contracts keep rolling in. Building transit buses is a pretty safe business. Have started getting some very nice business out of their after parts business as well.


Price:
$12.990
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2014-10-29 COMMENT Must be logged in to use chart PEY-T Peyto Exploration & Develop.

Has done fairly well over the last couple of years. Traded along with the rest of the group. When you enter the group on this downturn, you look to the quality names and this would be one. Great production, growth last year, and forecasted into next year as well. Have utilized horizontal drilling explicitly well. They shouldn't be hurt as much by the falling oil prices.


Price:
$32.040
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
Showing 1 to 15 of 995 entries
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