Latest Stock Buy or Sell?
Today, John O'Connell, CFA commented about whether BTU-N, OSB-N, WCP-T, TECK.B-T, QCOM-Q, WTE-T, CDI-T, PD-T, VIX-I, CMI-N, BGG-N, AGU-T, BCE-T, RRX-T, ACM.A-T, NXY-T, MFC-T, BMO-T, CM-T, INTC-Q, SCL-T, CNR-T, KEL-T, SYK-N, SWK-N are stocks to buy or sell.
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Of all of the fertilizers, this is the right one to be in. Just be mindful of the natural gas component. It could have a spike and that could put a negative bent on this in the short term. There is pricing pressure on the whole fertilizer business. He just wouldn’t play agriculture.
$96.940
No
The drawback with this company is that there is a real push to improve the emissions of pollutants from these engines, and that is going to be a bit of a dilemma. The name he would encourage you to buy instead would be Cummins (CMI-N). Feels the US government will be creating some kind of a program to encourage trucks from diesel to natural gas and Cummins will be a massive winner on this.
Feels the US government will be creating some kind of a program to encourage trucks from diesel to natural gas and Cummins will be a massive winner on this. Global footprint. Have reputation of boosting their dividend every year. Dividend of about 1.9%.
This is an ETF based on the volatility of the S&P 500. This is not a long-term investment. He uses this when he thinks things are getting overheated or under heated and doesn’t want to necessarily be making a directional call. Volatility has been trading at low levels for quite some time but has a nasty habit of popping up and you never really know when it happens.
Aimco just sold their holdings of about 56 million shares and the stock dropped about 9.5%. He participated in buying part of this. This is a go to name for US investors when they start looking at buying drilling companies out in Canada. Well diversified and has a lot of torque in it. With natural gas over $4 and crude up around $90 or so, there will be more drilling. He would buy CanElson Drilling (CDI-T) as a holding, but would buy this one as a trading position.
With natural gas over $4 and crude up around $90 or so, there will be more drilling so he would buy this one as a holding, but would buy Precision Drilling (PD-T) as a trading position.
(Market Call Minute.) Sell half of your holdings as it is a little bit rich. Feels there is a chance they will buy a competitor and there may be some stress.
