Latest Stock Buy or Sell? Make More Informed Decisions!

Ranks very well in his process, both from a fundamental and from a technical standpoint. As to whether there is more room left to go, a large part depends on gold and where the price goes. Thinks we are probably entering a new bull market for gold, but it is hard to stay with because the rallies in the declines can be so sharp. In a case like this, you really have to trade around it. Have a core position, and then add or remove as the stock runs up.

Gold. Thinks the world is going to look at central banks and realize that they don’t have full control the way most people think they do. As a result, gold is probably going to become a currency, not just a commodity. At the same time, you might also see the US$ being strong.

Ranks fairly well from a fundamental and a technical basis. With the price of gold moving up so much and with a lot of these gold stocks, there is potential for negative surprises, because there is so much expectation built in. It wouldn’t surprise him to see the company miss on this quarter and the stock pull back, which might be an opportunity to get in.

This has been basing, and now he thinks we get to the point where it is starting to accelerate. It doesn’t rank super well in his process, which he thinks is a result of valuation. At this point in time, he hasn’t seen an earnings trough, but you are probably getting close to where you are going to see an acceleration in their earnings.

Ranks in the middle of the pack for him. Technically it hasn’t been super strong. Part of that is probably due to some concern over whether or not it will sell off because of the Canada Post strike. He wouldn’t be surprised if they had weaker earnings when they report. Overall the business continues to be fairly strong. They are probably one of the only producers of envelopes that are still out there. Feels the dividend is safe. The stock probably goes higher as they continue to make acquisitions.

(A Top Pick July 3/15. Up 10.83%.) Sold his holdings at about this level in February. This is a long-term growth company, and one that you can just Buy and tuck away. If you are a longer-term investor, continue to Hold.

(A Top Pick July 3/15. Down 43.04%.) Sold his holdings at around $5.50, and lost money. Their business continues to grow, and this is one that he continues to watch. There is lots of promise here.

(A Top Pick July 3/15. Down 17.93%.) A really interesting company and is in the early innings of its growth phase. They are really trying to do something brand-new, building interior office solutions. It is now into hospitals, schools, and now even getting into residential. Earnings tend to be fairly lumpy, so he traded out of it at a higher price and has just been waiting.

The market is obviously a little concerned about the dividend which is fairly high. However, overall he feels it is going to be fairly safe, because the CEO built this company to be a royalty stream company, and as a result knows that that dividend has to be sacred, so will do what he can to keep it and maintain it. There is some cyclicality to the business, especially in the Fran Works, a restaurant business mostly out in Alberta. The CEO is always working on new royalty streams. He wouldn’t be surprised to see him come up with something brand-new.

Owns this in his income portfolio. Their portfolio is diversified outside of Canada. Thinks they will continue to grow by acquisition. They pay nice yield and the CEO owns a fair bit of the stock as well.

Just reported earnings. The market was looking for some resolution on some of their partnerships, which he felt came out negatively. They also didn’t talk about any new partnerships. As a result, this had a fairly negative day today. He wouldn’t be surprised if it had another day or 2 of weakness and then probably stabilizes. They are going to continue to grow their distribution over time.

This had a dramatic move up of over 40% today, but he didn’t see any news on why. Looking at their underlying business, what they have and where the stock is, are really disconnected right now. The company still has strong cash flow. The last quarter they didn’t have any earnings, but thinks that was a temporary thing for the one quarter. Suspects they will move back into being earnings positive/cash flow positive. There will also probably be a ramp up in their revenue, which will translate into stronger cash flow and earnings going forward.

In the last few days this has had some interesting news releases. Announced that everything was up and live with TabCorp, the online gaming in Australia, which is fairly significant for the company as it is another revenue-generating opportunity. Also, recently announced a couple of new people to the company, one of them holding the title of Chief Revenue Officer. Being a Revenue Officer and not the Financial Officer indicates that revenue is probably going to ramp up.

An excellent operator, and you will see some growth from this over time. This is not just gas, but they have a very diversified portfolio including some water resources. Expects you will see ever-increasing distribution as they continue to build new projects and expand. Ranks fairly well in his process.

Doesn’t rank really high in his process, but from a technical standpoint it is starting to base and turn up. This is going to continue to get more pieces of every single car.