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

2013-01-23

Opinion for Davis and Henderson (DH-T)

Signal Price Bias Subject Owned
$21.800 OPTIMISTIC CANADIAN LARGE Yes

Have been turning themselves around for a number of years. Made a lot of acquisitions in the US and are more of a financial IT company now. A little bit of an unknown story creating an opportunity. Balance sheet has been improving so they can make some acquisitions. Only trading at 11X next year’s earnings. 5.9% dividend is very safe and increasing.

James Telfser
Portfolio Manager, Caldwell Investment Manager

1 Comment

Sue

January 24th 2013 at 11:14pm

Prefer to wait for pull back to $20-21 range.


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