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Stock Opinions by Andrew Pyle

COMMENT
Market. We are starting to see the inflationary pressures across commodities and across the labour front. It is going to be a concern for the federal reserve. The inflation we have seen could definitely persist into 2022. The problem the market will have with this will be patience. He is starting to become more defensive. He thinks we are looking at an overdue pullback in the markets. It will not be significant, though.
Unknown
BUY on WEAKNESS
We saw a nice little move on it. It should be able to get back to a 50% retracement in the drop early in 2020. It is good value long term. It had a good run short term so wait for a pull back before getting in.
integrated oils
BUY on WEAKNESS
CVE-T vs. CNQ-T. CNQ-T has not outperformed over ten years but he would be weighted more towards it for the short term at this point, buying on weakness. The dividend return is important to a lot of investors.
oil / gas
BUY on WEAKNESS
CVE-T vs. CNQ-T. CNQ-T has not outperformed over ten years but he would be weighted more towards it for the short term at this point, buying on weakness. The dividend return is important to a lot of investors.
oil / gas
BUY on WEAKNESS
Is the family feud a buying opportunity? He looks beyond this. It is an opportunity to add to your position. It is becoming problematic, but the company will get beyond this over time. Don't get out of it here.
Cable
BUY
The fundamentals speak for themselves. He likes trading the stock on both sides of the border. Steel should have continued strong demand going forward.
steel
BUY
The company is doing very well. It has come off recently and is testing trend line support levels. This would not be a bad time to add some to the portfolio. It can probably ride out a correction in the general markets better than others.
Transportation & Environmental Services
WAIT
Wait for a pull back. It is one of those names he has shied away from. It will introduce more vulnerability to the portfolio. Wait for it to come off.
non-base metal mining
WAIT
He would not be a buyer right now. They had a strong run-up on demand but now there are constraints on inputs into the manufacturing process. They also had a fire recently.
Consumer Products
BUY
Tech Stock recommendation. He likes INTC-Q because it is trading at much less multiples than in the past. It has good long term performance potential. It came off the last few weeks.
electrical / electronic
N/A
He is unable to talk about it today, but owns it.
electrical utilities
PAST TOP PICK
(A Top Pick Jul 09/21, Up 7%) He still likes this stock. It is well positioned. The hydrogen fuel market is only going to get stronger. You have to be patient with it.
misc industrial products
PAST TOP PICK
(A Top Pick Jul 09/21, Up 18%) He still thinks there is a little more room to run. One of the challenges is whether the rally in commodity prices can continue to outpace the costs.
Mining
PAST TOP PICK
(A Top Pick Jul 09/21, Down 13%) He would buy it again. We are seeing decent support. Gold is the play if you think inflation will not be as transitory as previously thought. Gold should perform well. He may be adding to it. This one can maintain margin with increasing energy costs.
precious metals
BUY
We had quite the drop. It probably is a better opportunity now as we head into the holiday season.
Transportation
Showing 1 to 15 of 305 entries