Latest Stock Buy or Sell? Make More Informed Decisions!

Market. Oil companies have cut costs and got rid of marginal projects to such an extent that when and if energy prices rebound, there is enormous leverage. Oil, generally speaking, has a long cycle, and is now more efficient. Staple and discretionary stocks have come back, but still look expensive. They are really good companies, but are rich and they have just started to turn over a little and get a little bit cheaper. He keeps hoping they will keep dropping, giving a better opportunity.

The last quarter was better than he expected. ROC improved, but that is just not enough. Dividend yield of about 7.5% is very tempting, but almost too good to be true. Expects they are paying out too much. He would like them to reduce the dividend and pay down some of their debt, which would make it more interesting.

A great company. Long-term track record of great returns. Very consistent. However, the stock has run up and it is just starting to turn over a little. He would like to own this company, but at a lower price, and thinks he will get that opportunity.

He likes utilities in general and he really likes this stock. Has a low ROC, but it is reliable. The dividend is fairly safe.

5-10 year hold? This is a little bit richer than what he would like it to be. The over all long-term hypothesis is fine, so you could own this pretty much through any cycle. Dividend yield of 4.6%.

He likes this company. Gold is at a cyclical low. ROC is very low. They have done well in the past and he thinks they can rebound. They haven’t been putting new capital to work. He can see this at $25 easily, or more.

A great company. It is probably at some of the highest levels that it has been, but they keep doing everything right. He would try to get it a little bit lower.

He is a big believer in this. Thinks the dividend is sustainable. They have earned 10%, 12%, 8% consistently over time in that range. He thinks a lower return is priced into the stock right now. The lower return they are earning at the moment should rebound in the long run. Feels the dividend is sustainable.

The long-term track record is outstanding. Feels they are the best grocer in Canada, but it just comes down to what you want to pay for it. Has an ROC of 17% currently, which is actually up from 2 years ago. It currently looks a little bit rich and is stretching his valuations to the max.

One of the energy stocks he likes. 4 years ago, they were earning a 14% ROC, but that is down now because of lower energy prices. It is only earning a zero percent on capital, however if that rebounds to a more normalized level, there is no reason you can’t continue holding this.

One of the most consistent companies that you are going to find. Valuations are really good, and the pullback just makes it better.

(A Top Pick Sept 8/16. Down 3.92%.) He still likes this, as nothing has changed with the company. A little uptick in interest rates is not going to hurt this company.

(A Top Pick Sept 8/16. Down 1.73%.) Energy has been pretty good, and this one could have been a little bit better. He has no reason to change his hypothesis, as nothing has changed with the company.

(A Top Pick Sept 8/16. Down 13.73%.) When gold goes down, gold companies go down too. There is nothing you can do about it. He still likes this.

This is a good time to buy this, especially on the recent pullback. A couple of years ago they were earning an 18% ROC, and then they made a big investment and there was a bit of lag in their cash flow. The Return dropped, but the street was pretty smart in seeing through that, but in his data, that gives him a little bit of a pause. The return went down to 6% but is now up to 13% and seems to be climbing back.