Latest Stock Buy or Sell? Make More Informed Decisions!

Markets. The markets are melting up. Oct 9^th was the low. Shrugged off any bad news. Earnings are positive but companies are not beating to the upside. Cash on the sidelines that was waiting for a pullback is now coming into the market. Equities are outperforming fixed income. The whole rise in markets has been driven by multiples expansion rather than in earnings. Profit growth in companies is important and is the long term driver.

Global footprint. Seeing big growth in other countries, high margin. Pipelines are aging and these guys coat them. A good entry point for a longer term investment. Infrastructure build globally is here. They have a large presence overseas.

Both rails had a great run, even the US rails. Prefers it over CP, which was the wrong choice over the last year. Crude is helping volumes and they are operating very efficiently. At $115 she would wait for a pullback to get into it. Buy at $105.

Excess of 5% dividend. Very blue chip client list of people in their buildings. Strong cash flow. Interest rates came back down. Other sectors like telecoms and banks have done quite well because people are again seeking yield. We should see some catch up in the REITs. Could increase dividend within a year.

Leasing company, rail cars, equipment. Growth by acquisition story. Trades at high multiples. She has been watching it but has not bought yet. Her decision is based on how the management team can find new acquisitions that will be accretive.

Oil and Gas trying to sell off assets. To do this you have to have a good asset base to start with. There are other energy companies with a better asset base. Not much more upside.

Have done well. High multiple. It’s retail. She would buy on a 10% pull back.

(Top Pick Oct 12/12, Up 30.31%) Melted up. Have agreed to take on more debt and buy back more stock. They are reassessing their expansion in the US. Don’t buy now but wait until they report and take a look at traffic growth. Look also at new product offerings that will move the ticket price up.

(Top Pick Oct 12/12, Up 22.83%) Kept the other half when they split. Kept it for a while and sold in May at $57. Not an entry point now.

(Top Pick Oct 12/12, Up 26.38%) Kept this and sold KRFT-O when they split as this one had better growth potential.

If they warehouse aluminum that would be positive for demand/supply implying that aluminum prices should stabilize. She does not buy into the aluminum sector because there is excess supply.

5.7% yield. She owns the parent. It is a yield play and she prefers the parent because of growth prospects.

Did well with Obama Care. Has pulled back with Obama Care publicity. Perhaps there should have been more time for testing. They are a mature business and have been good at identifying companies or assets to expand their global business. They have a good track record.

Historically higher yield, but her preference was to play RY-T. Capital markets are more volatile.

They are playing catch-up in terms of valuation. Her preference was not to go to the US banks. Lawsuits are an overhang. It will be higher a year from now if we see improvements in economy and US housing. You aren’t getting the dividends and dividend increases in the US like you are in Canada.