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Stock Opinions by Brett Girard, CPA, CA, CFA

COMMENT
Fixed income is now more credible, not only stocks. Now, both offer growth. The old-school 60/40 portfolio has done well historically, but has value going forward. Interest rates will continue to be high for quite a while, because of this strong job market. We've likely seen the lion's share of hikes, though. Real estate is unwinding as a result.
Unknown
DON'T BUY
Kinaxis Inc
Too far too fast. Their rise was sharp, but is now coming down to Earth. The tech space still has a ways to go. There are serious job cuts in tech that will persist.
0
DON'T BUY
Like Ryanair, a cut-price airline from Mexico. Airliners are always challenging. IN good economies there's flying demand, but oil prices are high. In tough times, there's less demand as well as lower oil. He avoids airlines. He prefers HEI makes generic, cheaper airplane parts and has a long track record. Thus, they enjoy wide margins.
Transportation
BUY
A.O. Smith
They make water boilers for homes and businesses. Has owned this since 2014. Buy now on weakness. They US their biggest market, but they're also growing in China and India. He's not worried about a recession, because homeowners are chained to their homes and won't move, so they will have to replace their water heaters/boilers eventually.
misc industrial products
BUY
Telus Corp
Canadian telcos face some pressure in capex for 5G. But Telus is branching into various businesses like health and agriculture very well. It's a safe place to invest in and pays over a 4% dividend yield. A good place to invest money to withstand a downturn.
telephone utilities
DON'T BUY
Bought shares twice as high as current prices Sell half, take profits. An early casualty of rising interest rates with less free cash. The yield has jumped to 9.7%, so keep an eye on that, because if the dividend is cut, the share price will fall even more--though the price could rise too.
electrical utilities
BUY
HEICO CORP
HEI makes generic, cheaper airplane parts and has a long track record. Thus, they enjoy wide margins.
transportation equip & components
BUY
Balchem Corp
One of the best stocks on the S&P for over 40 years, but it flies under the radar. They supply low-cost ingredients into foods and drinks that can strongly effect the taste.
INDUSTRIAL PRODUCTS
PAST TOP PICK
Unilever PLC
(A Top Pick Nov 08/21, Down 4%) A defensive name. Has owned this since 2015 and will hold on. Pays around a 5% dividend.
food processing
PAST TOP PICK
Danaher Corp.
(A Top Pick Nov 08/21, Down 13%) Are masters of buying businesses, extracting value from all kinds of them. Owned this since 2016, but shares are down this year, making it a buy on weakness.
machinery
PAST TOP PICK
Globus Medical
(A Top Pick Nov 08/21, Down 11%) They make surgical robots. Got hit during Covid with a lack of surgeries. Cash rich with $1 billion. Well-positioned now. Down the road, there are a take-out candidate.
Healthcare
COMMENT
A Comment -- General Comments From an Expert
shorting He invests only in longs. Shorting is very risky and only for sophisticated investors. Losses can be big, especially in a small-cap stock. You could get squeezed.
Unknown
DON'T BUY
Blackstone Group LP
Blackstone vs. Blackrock, BX vs. BLK Blackrock is more volatile because they are far more exposed to the public market whereas Blackstone is more of a private equity player and real estate. This year, the public side is more volatile. Blackstone is more stable long term.
investment companies / funds
COMMENT
Blackrock Inc.
Blackstone vs. Blackrock, BX vs. BLK Blackrock is more volatile because they are far more exposed to the public market whereas Blackstone is more of a private equity player and real estate. This year, the public side is more volatile. Blackstone is more stable long term.
Financial Services
BUY
He's owned CN for years. They've struggled recently and have a new CEO. CN's network has the continent covered, so he prefers CN over CP.
Transportation
Showing 1 to 15 of 259 entries