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
US EQUITIES
It has had a number of different chapters. The company has been recovering with same store sales increasing and with a positive outlook for its Chinese operations. The problem is the PE ratio trading in the high 20s, means the stock is always priced to perfection with little room for stumbles. He would look elsewhere.read more
He does not generally buy ETFs. Gold producers have a long history of messing up their own good fortune. There are often operational disconnects between the share price and bullion prices. He would prefer to play gold with GLD-N. He feels doing so creates a good hedge against other asset classes. If we head into recessionary pressures, holding GLD-N could play well. Don't hold more than 5-6% of your portfolio in gold.read more
He does not generally buy ETFs. Gold producers have a long history of messing up their own good fortune. There are often operational disconnects between the share price and bullion prices. He would prefer to play gold with GLD-N. He feels doing so creates a good hedge against other asset classes. If we head into recessionary pressures, holding GLD-N could play well. Don't hold more than 5-6% of your portfolio in gold.read more
Buying when a stock has gone up. Be careful about buying more when a stock has gone up -- that means buying higher, when the value is dropping. How you invest should be like a producer of widgets. Create a business plan and rules based on circumstances and follow them. Specifically, TPC-N has seen its infrastructure projects be negatively impacted by weather delays. Their book to bill is about 3 times -- showing there are a lot projects in the hopper. He expects their earnings to improve over time. He still likes the company.read more
He owns this in their small cap portfolio and it has a good long term future. They roll out the engineering wire, cable and fiber to handle 5G projects. Their revenues are lumpy, because there are a limited number of customers right now. They are a fixed cost business, so at times the earnings will vary greatly.read more
Write downs caused by Amazon? He holds this in the large cap portfolio. The macro issues surrounding trade issues with China has impacted them. They will no longer be shipping for Amazon, but it was only a couple of percentages points of their business. He is excited about their involvement in e-commerce. Their cost model is highly adjustable to new technology -- like autonomous vehicles. It is trading at the lowest valuation metrics in the past two decades. He thinks this is transitory for the most part.read more
Top Picks
Toys will always sell, but the toy industry faces serious headwinds. Toys are a highly cyclical business an...
read more
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TOP PICKS
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BIG WIN
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HORIZON
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NORTH AMERICAN - LARGE
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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BIG WIN
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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
This week there were 27 Top Picks in a wide range of industries: Basic Materials, Energy, Technology, Finan...
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Today's Market Outlook
Gordon Reid
Market Outlook The Fed Chairman is moving the thought process away from a 50 point cut. The market reacted negatively as the Fed may now be trying to pour cold water on the market. You should always structure your financial allocation when emotions are not charged to be able to look at thing objectively. Your strategies should not be driven by short term headlines. He thinks the market sentiment is still fearful and thinks investors have actually taken money off the table. Overall, he doesn't view the market as being frothy.
More market comments
Market Comments
Signal
Opinion
Expert
DON'T BUY
DON'T BUY
June 26, 2019
It has had a number of different chapters. The company has been recovering with same store sales increasing and with a positive outlook for its Chinese operations. The problem is the PE ratio trading in the high 20s, means the stock is always priced to perfection with little room for stumbles. He would look elsewhere.
It has had a number of different chapters. The company has been recovering with same store sales increasing and with a positive outlook for its Chinese operations. The problem is the PE ratio trading in the high 20s, means the stock is always priced to perfection with little room for stumbles. He would look elsewhere.
COMMENT
COMMENT
June 26, 2019
He does not generally buy ETFs. Gold producers have a long history of messing up their own good fortune. There are often operational disconnects between the share price and bullion prices. He would prefer to play gold with GLD-N. He feels doing so creates a good hedge against other asset classes. If we head into recessionary pressures, holding GLD-N could play well. Don't hold more than 5-6% of your portfolio in gold.
He does not generally buy ETFs. Gold producers have a long history of messing up their own good fortune. There are often operational disconnects between the share price and bullion prices. He would prefer to play gold with GLD-N. He feels doing so creates a good hedge against other asset classes. If we head into recessionary pressures, holding GLD-N could play well. Don't hold more than 5-6% of your portfolio in gold.
COMMENT
COMMENT
June 26, 2019
He does not generally buy ETFs. Gold producers have a long history of messing up their own good fortune. There are often operational disconnects between the share price and bullion prices. He would prefer to play gold with GLD-N. He feels doing so creates a good hedge against other asset classes. If we head into recessionary pressures, holding GLD-N could play well. Don't hold more than 5-6% of your portfolio in gold.
He does not generally buy ETFs. Gold producers have a long history of messing up their own good fortune. There are often operational disconnects between the share price and bullion prices. He would prefer to play gold with GLD-N. He feels doing so creates a good hedge against other asset classes. If we head into recessionary pressures, holding GLD-N could play well. Don't hold more than 5-6% of your portfolio in gold.
HOLD
HOLD
June 26, 2019
Buying when a stock has gone up. Be careful about buying more when a stock has gone up -- that means buying higher, when the value is dropping. How you invest should be like a producer of widgets. Create a business plan and rules based on circumstances and follow them. Specifically, TPC-N has seen its infrastructure projects be negatively impacted by weather delays. Their book to bill is about 3 times -- showing there are a lot projects in the hopper. He expects their earnings to improve over time. He still likes the company.
Buying when a stock has gone up. Be careful about buying more when a stock has gone up -- that means buying higher, when the value is dropping. How you invest should be like a producer of widgets. Create a business plan and rules based on circumstances and follow them. Specifically, TPC-N has seen its infrastructure projects be negatively impacted by weather delays. Their book to bill is about 3 times -- showing there are a lot projects in the hopper. He expects their earnings to improve over time. He still likes the company.
HOLD
HOLD
June 26, 2019
A very steady operator and does not take on a lot of credit risk. The more transactions they put through the more money they make. Last year they accounted for $1.3 trillion in transactions. It is not inexpensive, but you have to pay up for quality.
A very steady operator and does not take on a lot of credit risk. The more transactions they put through the more money they make. Last year they accounted for $1.3 trillion in transactions. It is not inexpensive, but you have to pay up for quality.
HOLD
HOLD
June 26, 2019
He owns this in their small cap portfolio and it has a good long term future. They roll out the engineering wire, cable and fiber to handle 5G projects. Their revenues are lumpy, because there are a limited number of customers right now. They are a fixed cost business, so at times the earnings will vary greatly.
He owns this in their small cap portfolio and it has a good long term future. They roll out the engineering wire, cable and fiber to handle 5G projects. Their revenues are lumpy, because there are a limited number of customers right now. They are a fixed cost business, so at times the earnings will vary greatly.
HOLD
HOLD
June 26, 2019
Write downs caused by Amazon? He holds this in the large cap portfolio. The macro issues surrounding trade issues with China has impacted them. They will no longer be shipping for Amazon, but it was only a couple of percentages points of their business. He is excited about their involvement in e-commerce. Their cost model is highly adjustable to new technology -- like autonomous vehicles. It is trading at the lowest valuation metrics in the past two decades. He thinks this is transitory for the most part.
Write downs caused by Amazon? He holds this in the large cap portfolio. The macro issues surrounding trade issues with China has impacted them. They will no longer be shipping for Amazon, but it was only a couple of percentages points of their business. He is excited about their involvement in e-commerce. Their cost model is highly adjustable to new technology -- like autonomous vehicles. It is trading at the lowest valuation metrics in the past two decades. He thinks this is transitory for the most part.
HOLD
HOLD
June 26, 2019
The company has done well growing revenues, cash flow and earnings. They have also reinvigorated their investor base -- meaning a higher PE ratio is the new norm. They have reinvented themselves and are very active in subscription revenues, the cloud and gaming. He does not own it at this time.
The company has done well growing revenues, cash flow and earnings. They have also reinvigorated their investor base -- meaning a higher PE ratio is the new norm. They have reinvented themselves and are very active in subscription revenues, the cloud and gaming. He does not own it at this time.
PAST TOP PICK
PAST TOP PICK
June 26, 2019
(A Top Pick Jun 07/18, Up 23%) It has been an interesting road due to the noise in health insurance and drug pricing. Over 176 million Americans use private healthcare providers, so he thinks it will continue to be successful. It is safe and trades at a reasonable 13-14 times PE ratio.
(A Top Pick Jun 07/18, Up 23%) It has been an interesting road due to the noise in health insurance and drug pricing. Over 176 million Americans use private healthcare providers, so he thinks it will continue to be successful. It is safe and trades at a reasonable 13-14 times PE ratio.
PAST TOP PICK
PAST TOP PICK
June 26, 2019
(A Top Pick Jun 07/18, Down 13%) The former PriceLine company. He still likes this holding. It has been one of the most successful NYSE listing in the past two decades. He originally bought it for under $20 over 15 years ago. The company will make $100 per share this year. It trades at about 18 times earnings, in line with how fast revenues are growing. It continues to expand and has thousands of property listings, including Europe. He would continue to hold it.
(A Top Pick Jun 07/18, Down 13%) The former PriceLine company. He still likes this holding. It has been one of the most successful NYSE listing in the past two decades. He originally bought it for under $20 over 15 years ago. The company will make $100 per share this year. It trades at about 18 times earnings, in line with how fast revenues are growing. It continues to expand and has thousands of property listings, including Europe. He would continue to hold it.
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