Latest Stock Buy or Sell? Make More Informed Decisions!

Markets. Job numbers were a little disappointing. We are seeing some slowing in the data. It gives the bears more ammunition. They can argue it is the beginning of a global recession. At the end of the day it will be another buying opportunity. You’ve seen some indicators in China that shows there is a slowdown in the deceleration. If you look at the dividend yield in the S&P vs. the 10 year T-bill in the US, where would you put your money? As long as you are in a global expansion, you should buy stocks. Valuations are now down and create great buying opportunities. He is constructively picking away at them. The epileptic moves we saw recently are over.

They are buying more stores, partnered with REI.UN and SPG-N in the US. They announced a cost cutting plan recently. They have a much high growth rate than other department stores. He has been buying it and it was a Top Pick last year.

Shaw is a good one to own because they are not exposed to the 4^th carrier issue. This is a name with pretty good free cash flow, good dividend and dividend growth. Put money in right about now. He also likes RCI.B-T and is buying that.

This is one of the investable names in the sector. A good balance sheet, low debt for now. But he would not buy it now. It is trading more expensive than its 5 year average.

10.8% dividend. They are talking about buying back shares. It is cheap. You actually CAN own this one in the energy space. He is not buying yet because the numbers could deteriorate. It is certainly one of the good names at these levels. He got out of every oil company last fall. He would buy it if he thought oil prices were starting to firm.

It is a good name with some recent deals in seniors’ housing. It is trading near its highs. They have years of redevelopment plans in their long term care. It will support very nice growth. Over the next couple of years it will only have 3.5% growth. It is bid up. CSH.UN-T is preferred. He would also look at REITs that were more beat up recently.

He just upgraded both rails. Volume has been lower and it is in the stocks, but the CAD$ tailwind and firmer prices are not in the stock price. He likes both. CP-T probably has a better growth rate, but he likes, holds and has added to both very recently.

It probably is a good entry. They report in US$ so a weaker CAD$ affects them. You are seeing operation improvements. The balance sheet is not bad. The payout ratio is reasonable. It is an illiquid stock. If you get it at $5, he would be comfortable with it.

(Top Pick Jul 31/14, Down 21.94%) He got out very shortly after. It is still a low cost producer, but not cheap relative to its five year. The dividend is good and the payout ratio is good now, but if these prices continue, it may not be safe.

They are trading well below his NAV, but a lot of pipelines are. They have a high payout ratio, over 100% next year. The dividend is not safe. It is still not cheap. There are better pipelines. ENB-T is preferred.

Dividend ETFs. Sometimes you put money into a boring dividend fund and just keep dripping. Over time it really builds wealth.

They have a 47% energy exposure but they really beat on their infrastructure. This is a name he has been buying aggressively. He likes it. You can still buy it at these levels.

It is one of the investible names. Balance sheets really matter. It is trading cheaper than its peers. 90% payout ratio. The dividend is pretty safe. You have to believe that energy prices are going higher.

He likes it. The offshore wind product is progressing very well. A nice dividend, but a 110% payout ratio. 6.3% dividend. You can quietly put money on this one.

The value of all yield companies have compressed. This is a good name. They have growth ahead. The price assumes no growth from here. 60% payout ratio. You can quietly buy this.