Latest Stock Buy or Sell? Make More Informed Decisions!

Today, John O'Connell, CFA commented about whether RRX.TO, ACM.A.TO, NXY.TO, ALA.TO, BNS.TO, HR.UN.TO, QSR.TO, CMI, CSCO, V, AC.TO, K.TO, TECK.B.TO, AAPL, BPO.TO, VSN.TO, KO, CCA.TO, CFW.TO are stocks to buy or sell.

N/A

Corporate profit margins are pretty high (record highs) in the US since QE 2. It is going to be difficult to maintain them in a slowing revenue environment. Companies are saying it is a very, very difficult environment out there. We are in a secular bear market. You are seeing cost pressures with energy and food pricing being high. He has a higher percentage ($35%) of investable cash on the sidelines and will allocate it to the US market. He is waiting for a correction of at least 10%.

DON'T BUY

Thinks you could see oil prices trade between $80 and $100. The services industry is likely going to be softer in the forth quarter than people may be anticipating. A lot of oil companies have drilled themselves through their budgets for the year. Also, there is a sort of moratorium on takeovers now. Good dividend yield, well run and a little more exposure to the US than, say, Canyon. But he would prefer Canyon.

DON'T BUY

It has been speculated as a potential takeover by Rogers. CCA has stretched their balance sheet now with their latest acquisition. This is a name he would be cautious about and would prefer BCE or maybe Rogers as well as one of his Top Picks.

HOLD

Great long term track record. Not cheap but good value. A good store of value over time.

DON'T BUY

They are essentially paying out all of their earnings as dividends. They aren't retaining enough capital to growth the company and/or the dividend over time.

BUY

At these levels it is a good buy. They will fill the office space that will become vacant shortly. The revenue stream will come back on line. They are about to spin off their real estate division. Thinks they will combine with Brookfield Asset Management. 3.4% yield.

HOLD

Given what they have said, there is a chance they will actually miss. A lot of people think the iPad mini will decrease iPad margins.

HOLD

If you own it hold on to it but it is the wrong part of the cycle to buy it. There is no indication that China, Brazil and India, have reached bottom and Europe is still a basket case. There is no indication of an industrial turnaround.

DON'T BUY

(Market Call Minute) Disappointed so many times.

DON'T BUY

(Market Call Minute) Don't buy airlines and only buy the bonds and when the airline is in bankruptcy.

DON'T BUY

(Market Call Minute) Wrong part of cycle.

HOLD

(Market Call Minute) Sell it at $19

WAIT

(Market Call Minute) Be ready to buy soon, likes it a lot.

HOLD

(Market Call Minute) Prefers McDonald’s and its global growth.

PAST TOP PICK

(Top Pick Dec 8/11, Up 6.33%) Performed really, really well the year before. REITs look like good value. Just over 5%, have got their act together. Still represents excellent value and is still a buy.

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