Latest Stock Buy or Sell? Make More Informed Decisions!

Today, John O'Connell, CFA commented about whether BCF-T, CTC.A-T, NVDA-Q, CSCO-Q, XGD-T, CM-T, BMO-T, SBUX-Q, CCO-T, RY-T, PCA-T are stocks to buy or sell.

TOP PICK
(Note: - Royal employs him.) Very aggressive in making acquisitions outside Canada. 4th largest banker in the Caribbean. Increased its dividend 25% in the last year. Good value.
TOP PICK
Uranium is trading around $80 and he thinks $75 is sustainable. Big users of uranium did a lot of their buying earlier in the year. Trading at around 1.2 NAV compared to its peers of 2. Just announced a very aggressive share buyback program. Own a big chunk of a gold company and wouldn't be surprised if they sold that.
DON'T BUY
Have been struggling. Going through a transition from just selling coffee to having a lot more products in their stores. Still trading at a pretty lofty multiple of a round 30X present earnings.
BUY
Generally speaking, Canadian banks are pretty well run. They struggled a lot recently but they'll get their act together. Has a decent yield. Decent value at this price.
BUY
Went through a tough time recently and recovered from that very nicely. This bank is going through a transition and is trying to get a hold on their costs. A good buy for the longer haul.
BUY
If you want to have exposure to the gold market, which is probably not a bad idea, this is a nice diversified way to have some exposure. He cautions that gold has moved a long way in a short period of time and is susceptible to a pullback.
BUY
If you had to own 1 technology company, this would be one. It's so insidious the way it is installed on our day-to-day business in terms of the growth of traffic on the Internet. Reasonable multiple at around 22X earnings. Strong balance sheet.
COMMENT
You have to be aware that they are serving a very small segment of the chip market. A very competitive business. These companies are going through big product cycles and you have to be careful. If they miss, they can lose in a big way.
BUY
They are trying to institute some new strategies and are being fairly aggressive on their growth strategies. Trading at around 19X earnings. Doesn't expect they will be able to grow their banking business.
STRONG BUY
Have a very large resource in the oil sands area in Alberta. Have drilled about 40 wells and expecting to have 50 by the end of the year. Looking for 10,000 barrels a day. Completely immune from the Alberta royalty review process, because it is on Indian land. They will be coming out with some reserve numbers in the next 2 weeks.