Toys will always sell, 8 Toy Stocks to Buy in 2019 - Toys will always sell, but the toy industry faces serious headwinds. Toys are a highly cyclical business an...
Acasti Pharma, BlackBerry and More Earnings Reports this Week (Jun 24-28) - Before investors break next week on both sides of the border, they’ll see a round of fresh earnings headed ...
Stella-Jones Inc., Apple and 27 Stock Top Picks (Jun 14-20) - This week there were 27 Top Picks in a wide range of industries: Basic Materials, Energy, Technology, Finan...
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Latest Stock Opinions and Top Picks from Market Call Guests
NORTH AMERICAN - LARGE
Top Picks
Toys will always sell, but the toy industry faces serious headwinds. Toys are a highly cyclical business an...
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TOP PICKS
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BIG WIN
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HORIZON
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ETF's
I hold HHL in US and Canadian 50/50. Should I cash out the American to buy only Canadian? And what if the Democrats win in 2020? Currency is complex in general. Better to hold half-hedged, half-non. Yes, there's some strenght in the CAD. But in a slowdown, the USD is the world currency and will respond well. Also, these companies are well-capitalized and a great place to hide in a slowdown. Owning is USD is better in a slowdown. If the Democrats win in 2020: It's a tough call who will win and what the winner will do to US healthcare.read more
Growth potential? It's good for growth, especially with a long-term horizon. An even better way to harness market beta is XMW, which a minimum-volatility index ETF and reduces the risk of high-risk stocks by excluding them. You'll get the same long-term returns, maybe higher, but at lower risk. A smoother ride.read more
(A Top Pick Jun 04/18, Down 7%) It's a long-term play. He's never owned this. He recommended it because China is the second-biggest economy and share market cap, but represents only 0.73% in the world MSCI emerging market indexes. This is changing to 16% of EM. This is expanding as we speak.read more
Top Picks
Before investors break next week on both sides of the border, they’ll see a round of fresh earnings headed ...
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TOP PICKS
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BIG WIN
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HORIZON
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NORTH AMERICAN - LARGE & ETFs
High yield bonds are an equity part of your portfolio even though they pay a dividend. It is a basket of the worst quality balance sheets in corporate North America. It is very high risk from a price perspective. The realized default rate even in the great recession was about 10% or so. So when the bonds do go bad, it is about 10% of the companies that are affected. So long as you think about it as an equity-like risk, then he has no issue with it. He has no issue with holding it indefinitely. This one is hedged to the Canadian dollar.read more
Top Picks
This week there were 27 Top Picks in a wide range of industries: Basic Materials, Energy, Technology, Finan...
read more
Today's Market Outlook
Chris Stuchberry
Market Outlook The S&P500 run up does not worry him. The bull market was in place all last year until the latter half. The market is really going sideways in his mind. He tends to look at US stocks more frequently as Canada lacks the fundamental liquidity. Strength in the US dollar may hurt Canadian holdings, because of the currency, it does help to add to the profitability of US holdings in general.
More market comments
Market Comments
Signal
Opinion
Expert
DON'T BUY
DON'T BUY
June 25, 2019
He used to own a lot of Ford and GM. Auto sales have not really increased since the 1990s. Now with the disruptive forces of Uber and Lyft, the space is that much more challenging. Transport is changing. Owning a car is not always part of the assets one owns anymore.
He used to own a lot of Ford and GM. Auto sales have not really increased since the 1990s. Now with the disruptive forces of Uber and Lyft, the space is that much more challenging. Transport is changing. Owning a car is not always part of the assets one owns anymore.
BUY
BUY
June 25, 2019
The Canadian banks are a buy as long as you don't get too over weighted. If interest rates are cut in the US, it will be tough for financials as whole. The 10 year bond yield has dropped a third this year, taking away a lot of profitability for the banks.
The Canadian banks are a buy as long as you don't get too over weighted. If interest rates are cut in the US, it will be tough for financials as whole. The 10 year bond yield has dropped a third this year, taking away a lot of profitability for the banks.
BUY WEAKNESS
BUY WEAKNESS
June 25, 2019
One of the largest companies in the world, but there is a political head wind they are facing. Longer term, he believes the ad revenues will grow and this is a world leader in the space. He would look for a pull back to enter into a new holding.
One of the largest companies in the world, but there is a political head wind they are facing. Longer term, he believes the ad revenues will grow and this is a world leader in the space. He would look for a pull back to enter into a new holding.
COMMENT
COMMENT
June 25, 2019
He does not own SU-T and remains underweight in energy. If the US dollar weakens, this could result in a higher oil price and good value for SU-T. There are just too many secular issues that are beyond the company's control. He owns VET-T because of its international assets.
He does not own SU-T and remains underweight in energy. If the US dollar weakens, this could result in a higher oil price and good value for SU-T. There are just too many secular issues that are beyond the company's control. He owns VET-T because of its international assets.
COMMENT
COMMENT
June 25, 2019
He does not own SU-T and remains underweight in energy. If the US dollar weakens, this could result in a higher oil price and good value for SU-T. There are just too many secular issues that are beyond the company's control. He owns VET-T because of its international assets.
He does not own SU-T and remains underweight in energy. If the US dollar weakens, this could result in a higher oil price and good value for SU-T. There are just too many secular issues that are beyond the company's control. He owns VET-T because of its international assets.
DON'T BUY
DON'T BUY
June 25, 2019
There are so many issues facing this company presently. If you want to be in the engineering space, this could be a good value entry. He does not see, however, a clear path to growth. He would look elsewhere.
There are so many issues facing this company presently. If you want to be in the engineering space, this could be a good value entry. He does not see, however, a clear path to growth. He would look elsewhere.
WAIT
WAIT
June 25, 2019
He does own some right now, but he is challenged as to whether to add more. He is concerned about European Central Bank policy that is not creating a profitable long term yield curve. There is no rush to be buying these financials at the moment.
He does own some right now, but he is challenged as to whether to add more. He is concerned about European Central Bank policy that is not creating a profitable long term yield curve. There is no rush to be buying these financials at the moment.
COMMENT
COMMENT
June 25, 2019
He has been avoiding the utilities as they get compared to the yield curve. However as the yield curve has narrowed, profitability has increased and the share price this year reflects that. Looking out 5 years, if rates go up it may hurt them.
He has been avoiding the utilities as they get compared to the yield curve. However as the yield curve has narrowed, profitability has increased and the share price this year reflects that. Looking out 5 years, if rates go up it may hurt them.
HOLD
HOLD
June 25, 2019
A lower risk exposure to the tech space. It has become mostly an iPhone play. He thinks 2018 was the first decline in iPhone sales. They should continue to have dividend growth and good a continuation of recurring revenues. He just doesn't see the same level of growth in the past. They have been impacted by the China-US trade war as well. Yield 1.6%
A lower risk exposure to the tech space. It has become mostly an iPhone play. He thinks 2018 was the first decline in iPhone sales. They should continue to have dividend growth and good a continuation of recurring revenues. He just doesn't see the same level of growth in the past. They have been impacted by the China-US trade war as well. Yield 1.6%
PAST TOP PICK
PAST TOP PICK
June 25, 2019
(A Top Pick Jun 29/18, Down 32%) The flat yield curve, along with a riskier play resulted in this holding being stopped out. A collapse of a proposed merger also hurt them.
(A Top Pick Jun 29/18, Down 32%) The flat yield curve, along with a riskier play resulted in this holding being stopped out. A collapse of a proposed merger also hurt them.
