Latest Stock Buy or Sell? Make More Informed Decisions!

Markets. Fed meets this week but it is probably a non-event. Thinks the upcoming meeting will be a status quo meeting. Slowing in January was probably weather-induced. The underlying economy is strong because money is cheap. Doesn’t think it can handle normal interest rates. We had a corporate default in China. DSUM-US is an ETF that shows this.

Never liked the airline industry. But they are good trading vehicles at times. Had a pullback after a breakout, now testing support. Looks okay for a trade but don’t look for it to do wonderful things over the next 6 months.

For the next 5 years, gas and oil prices are range-bound at best. Forward looking markets are not optimistic. He is looking to take money off the table. Buy on pullbacks at the lower end of the trading range.

Company is executing very well, however we are at the top end of the range for the industry. Oil could dip below 90 second half of this year and then you could get in.

You play Russian oil and banks when you play Russia. Very little Ukraine exposure. We need an event with conflict before it stops falling. You don’t want to be there just yet.

Quality company but the problem is the sector. We made a double bottom pattern in gold. Thinks there is one more shaking out in the gold sector to come, plus you need inflation for gold to take off. This one would be a great way to play it then.

When stock gets to 8-10% yield, you get questions about sustainability. Starting to recover a little bit. He doesn’t know it well enough to know if they are going to turn it around. Don’t make it a big part of your portfolio.

European ETFs. EUR-T and ZEA-T are examples of how to play it. Be careful about currency risks. VGK he got out of for this reason. You want a hedge with Europe.

Educational Segment. We are into the 29^th month without a 10% correction- second longest rally ever. This rally is in the category of extreme extended range. Believes possibility of a 10-20% correction could play out. Review his ‘sleep at night’ portfolio. People should consult their advisors to see what they should do. ZUE is the S&P 500, up 45% and ZWA is up 18%, both since 2011 lows. ZWA is going to go down only about 70% of a correction, but you participate in any further rally. XIU vs. bonds has done much better but would be impacted much more by a pullback.

Markets. Ukraine crisis. The markets don’t like uncertainty and now that the referendum had a 97% result, the markets have rallied. Resource, energy and materials stocks are doing better these days. Likes industrials, techs and cyclicals also. In the copper market he is not worried about China stock piling it as a collateral and upsetting supply/demand dynamics. He has been adding copper stocks. Primarily he goes south for tech stocks. There are areas of the market that are in a bit of a bubble, but when you look at cyclicals in Canada, they are really trodden down.

Likes the story, where they are in the oil sands. Sees more US interest in the oil sands. Not his Top Pick but a stable one. It needs a move in the group overall and more positive sentiment for the oil sands.

If you are bullish on Nickel it is one of the more direct ways to play it. He does not favour it and is not bullish on nickel. Prefers Hud Bay or First Quantum.

3.5% dividend. You saw a pretty big move since the financial crisis. Not a screaming buy but you could hang on for the yield and for the spin out of the leasing business. Prefers Element Financial. Thinks you will get a better valuation if you split up the company. You aren’t getting paid to own these conglomerates any more.

No bidders when they put it up for sale and that put a lid on it. The issue is now Keystone and other projects that you don’t know if they are going to occur. Even drilling is going to be dictated by new pipelines. It is okay to own. 1% dividend.

A younger version of CPG-T. It is stalled out in the area for a while. With the deal they did today they double their oil production. He likes it in here and bought today. Likes the story. Don’t read much into the seasonality. 5.6% yield. Recently increased dividend to attract more investors. It is part of the attraction of the group.