yesterday from James Telfser (Caldwell Investment Management). GLTA

http://watch.bnn.ca/#clip850025

 

2013-01-23 TOP PICK DH-T Davis and Henderson

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.

 

Price:
$21.800
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Yes