Latest Stock Buy or Sell? Make More Informed Decisions!

Markets. The US employment trend has been pretty consistent for 5 years now. Unemployment is consistently coming down over time and more people are finding work. About 95% of the US population is now working. We are almost back to the top of 2007. A lot of Americans are working and that provides tons of benefits which means a lot of ammunition for the investment side of the business. The S&P had a wonderful bounce September through October, and he feels we are just going through a digestive phase. If we didn’t have a bit of a sideways move here, he would be concerned. We could go a few weeks or months sideways, or even give a little bit back, but it doesn’t break the double bottom showing on the chart. His cash position is currently below 10%. He has been investing through the entire fall, especially after the 2^nd bottom went in. There is still a lot of room.

Until energy prices start to improve, you basically have dead money. There is great value in these things if you have a bullish outlook, but there is no rush to be here. You are much better to keep your powder dry, let the market turn and show a bit of strength.

Has very little in the mining side. You have to let the commodity side turn a bit. If you are in this and are thinking of averaging down, you could start to pick away. If you don’t own, give it a bit of room to show you that it is going to go up.

His fear was of too many potential disruptors in this area, and he wasn’t sure that they could deliver. He would be tempted to be more of a seller than a buyer even though the yield is attractive. Technology is changing quickly in automobiles, and if car companies start giving away access to this type of service, it is going to be very hard to convince people to pay for it.

This bank is so tied to the energy complex in the west and the western economy, there is probably going to be a little bit of rough water before calm seas set in. He would be more comfortable buying one of the bigger banks, as they are breaking out of their technical formations, meaning they are making better money. Watch the loan loss provisions get built into the big banks when they report in a month. If they start to go way up, that augurs poorly for this bank.

Technically if he had to choose between this and Canadian National (CNR-T), he would choose CNR. CP has a lot of the resource side of the equation in it, and he is not sure that we have put a bottom in this yet. It depends a lot on commodities and how much shipping we are going to have.

(A Top Pick Dec 5/14. Up 9.4%.) He still likes this. They just bought another company, which means that their cash positions are great and that they are expanding.

(A Top Pick Dec 5/14. Down 12.53%.) Got stopped. He was trying to play Macau because they had such a heavy exposure in the Chinese gaming market. The corruption story was expanding and the Chinese market started to roll over.

(A Top Pick Dec 5/14. Up 38.49%.) They basically buy smaller engineering firms and consolidate them, and get the efficiencies out of them. They are doing this on a global basis including the US and Europe. It still looks like there is room to go on it.

He is looking to buy this if the Fed comes in and supports it and management can get it to go. There is a lot of debt and you really have to have the sales on the planes. Leave this a bit more and see if the Feds come in.

Has not been a great stock to own. Great yield. He keeps waiting for the Chinese growth to show, but China has had a rough year. More than half their sales come out of Asia. Thinks this is an entry point, but is getting somewhat impatient with these big international banks because they are slow to turn. This one has had a combination of being in Europe, which appears to be turning, and of being in China, which rolled over last year.

The UK is the biggest part of their business, and Brazil being #2. It is also big in the US. The problem is just a function of getting them turned. They have been beaten with a stick by the regulators for so long. You think that things are starting to get better, and then they don’t. He is losing patience. Things are getting better in Europe and he thinks this will be a beneficiary of that.

Suncor (SU-T) or Canadian Natural Resources (CNQ-T)? These are the 2 senior Canadian producers and are both great companies. They both look like they had a small bottom and are trying to move up. They both attract international money. Either one of these will work.

Suncor (SU-T) or Canadian Natural Resources (CNQ-T)? These are the 2 senior Canadian producers and are both great companies. They both look like they had a small bottom and are trying to move up. They both attract international money. Either one of these will work.

Didn’t take any of the new issue. This was a 4% yield, and he thinks it is safe. He is looking for growth with some yield, and this one is only yield. If you are looking to buy this for a fixed income type of investment and just to have in a portfolio and are happy with the yield, it is OK. You should wait for it to pull back a little.