Latest Stock Buy or Sell? Make More Informed Decisions!

Market. If you take the FANG stocks (Facebook, Amazon, Netflix, Google) out of the market, you actually had a bear market in the US. More than half the stocks are down more than 20%. There are certainly some good value opportunities. Now that the Fed has made it plain that they are not going to raise rates as much as people had thought, they are taking their foot off the brake. At the same time the European Central Bank has come back with another billion euros each month to buy things like corporate bonds and with more negative interest rates, liquidity is there. Emerging markets are now as cheap as they have been in 2 decades.

If you own this, you have actually done a lot better than oil and the other energy stocks over the last year, which doesn’t say much, but you’ve lost less money. The deal with the Canadian Oil Sands (COS-T) is a nice tuck-in acquisition with an asset they already own. You will have an increase in the dividends. If you are going to be in one energy stock in North America, this is the one you want to be in.

Needed to raise some cash, and it was just announced Pembina Pipelines would be picking up the Musreau facility for $556 million.

85% of its revenues is from emerging markets, so it is a great emerging-market play. It gives you a big play on India and Eastern Europe, and it should start to reflect this. Decent dividend yield of about 7%.

Playing rails ex-North America? A good play would be Kansas City Southern (KSU-N), which has a big Mexican operation. Also, you could look at one or 2 of the UK rail operations, such as First Great Western or Govia. They don’t make much of a return, but will give you some exposure.

If you have owned this, you have made out like a bandit over the last few years. Something like a 30% compounded return. This does not have a credit risk; it is purely processing. Prefers this over Visa (V-N). Also, pays a small dividend.

Canadian Banks. Sell now and buy back at a lower price? Canadian banks have really done pretty well. There are going to be higher loan losses. Also, housing prices could be off slightly in the prairies, but the majority of the property market is looking pretty good. Stick with the Canadian banks and don’t try and time it.

(A Top Pick March 13/15. Up 42.74%.) It has done exceptionally well, as well as in the 3-5 years. Saskatchewan is the biggest lentil producer globally, and this is the biggest lentil exporter.

(A Top Pick March 13/15. Down 22.64%.) Bought a baby seat manufacturer in China, which is not profitable at the moment. A lot of their products are exposed to the strong US$ which has not helped. Dividend yield of 5.5% while you are waiting.

(A Top Pick March 13/15. Down 22.73%.) This had swapped its businesses with Glaxo and the market didn’t like it. Also, there is a problem with the Swiss franc. However, you are still getting a 3.9% yield. A well-run drug company.

All part of the demographic shift to premium beers and wines. Don’t worry about the currency, because people are drinking more wine and are drinking better wine. This makes some of the nicest wines out of Australia. The weaker Australian$ has actually helped them. 1.7% dividend yield.

Acquiring Columbia Pipeline Group (CPGX-N) for US$10.2 billion. This is a good deal for them. They are also selling their facility that supplies New York City, a stake in the Mexican gas pipeline as well as making a $4.2 billion capital raise. If Energy East doesn’t get built, it doesn’t matter too much to them, as this deal is going to be earnings accretive next year. They continue to raise their dividend 8%-10% a year through 2020.

Has been an interesting story for a long while. Sold off along with energy stocks. Given its substitutable product, longer-term it has had a pretty decent return. They have been expanding production and adding value. Wait until there is a little more comfort in the oil price situation.

Have made the transformational acquisition they have been looking for, for the last decade. Got all the Shell stations in Eastern Canada for $2.4 billion. Oil and gas companies don’t really want to be in the business of running thousands of retail gas stations in the country. The fact that they have done a really big deal and there is some pressure on the share price at the moment does not take away from the fact that this is the one Canadian retailer that has been an enormous success in the US and now in Europe.

Of all the majors, this has been the big under performer in the last year being down 21%. It is a major player on LNG, which seems to be the major way the energy sector is going. Dividend of 7.5% and have said they are going to maintain that. Cheap at the moment.