Shopify Inc., Fortis Inc. and More at 52-week Highs and Lows (Jun 19-25) - As the S&P threatens to make new all-time highs, some stocks are scaling their own 52-week highs. Right or ...
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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
As the S&P threatens to make new all-time highs, some stocks are scaling their own 52-week highs. Right or ...
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BIG WIN
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HORIZON
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Global Value & High Yield Bonds
Allstate invests in bonds.Can Allstate make money investing in the premiums? And, is PE or PB a better metric to value insurance companies? Every insurance invests heavily in bonds. The price of bond yields is built into the price of insurance premiums; all baked in. Note that property and casualty insurance is re-priced each year, so PC can absorb losses in bonds. Secondly, Allstate is very disciplined and has enjoying 10% dividend growth in recent years. PB, Allstate isn't expensive at 14x PE and 1.5x PB, which are both key metrics. They are best in class.read more
He's owned this for a decade, not as cheap as it used to be now that it's a Wall St. darling. After years of flat revenues, revenues are accelerating. The software part generates recurring revenues, and that has zoomed. Earnings will grow 10% annually. They buy back stock and increase their dividend. But it's trading near its all-time high.read more
Upcoming share splits and will list in Hong Kong Share splits have no influence, but listing in Hong Kong will make it easier for investors to access the stock. Also, BABA faces more competition. The stock is not cheap. Further, Chinese growth continues to decelerate. And who knows about these U.S. tariffs?read more
Top Picks
He hasn't recommended a Canadian bank in a while. BNS has long been under pressure from their Latin America operations, but the growth rate of that has been a huge 14%. Now is a great entry point. Pays a 5% yield. Today, they're selling operations in the Caribbean, a weak link. They've made big purchases in wealth management which will pay off. A great defensive. (Analysts’ price target is $80.07)read more
They make musical instruments, gaining market share and coming out with a slew of new products. They have a great presence in China. Has no debt and a lot of cash. They've been buying back shares and raising their dividend agressively. Earnings and revenues are up. Price target: Yen 5957.14 (Analysts’ price target is $5957.14)read more
Toys will always sell, but the toy industry faces serious headwinds. Toys are a highly cyclical business an...
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NORTH AMERICAN - LARGE
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Before investors break next week on both sides of the border, they’ll see a round of fresh earnings headed ...
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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.
