Latest Stock Buy or Sell? Make More Informed Decisions!
Today, John Stephenson commented about whether GPS-N, META-Q, C-N, FM-T, BKR-Q, ATZ-T, SLF-T, CJT-T, AAPL-Q, TA-T, CCO-T, HBM-T, DIS-N, TECK.B-T, HBC-T, WBA-Q, BEP.UN-T, BAM.A-T, V-N, DAL-N, ADBE-Q, CS-T, BCE-T, FTR-Q, ENB-T, BAC-N, BIP.UN-T, WMT-N are stocks to buy or sell.
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Overall this is a decent company. For pharmacy companies in general, will some of the acquisition mode be curtailed under a Trump administration? A bit of a risk for this name. If you want to stay in this area, he would be inclined to move to CVS (CVS-N). Overall though this is a good name.
The company is excellent, but it is a retailer. It had a big bump a couple of years ago, largely on the fact that it was seen as a very savvy real estate play. This has gone down over the last little while. It is going to be harder to see the pull-through from Saks in Canada. It is very, very hard in a bricks and mortar business, although this is one of the better operators out there. He would avoid this right now.
A year or 2 ago, he recommended shorting this with China slowing down and their huge debt load. Then he recommended going Long on it. Right now, he would not be short this, you want to be Long, because it is getting its balance sheet in shape and has improved its financial division dramatically. As well, copper and coal have had nice runs. Feels there is still significant upside to go.
A name he would hold, but would not be buying aggressively. It is a company that is hard to argue with. A fabulous company from a media property standpoint. They’ve struggled a little in the last couple of quarters, largely because of ESPN. Fabulous CEO. Lots of good things about the company, but they had such a big run in 2015 and early 2016 but are now starting to fall down. You need to see a couple of more quarters of putting in above consensus numbers. He would not buy aggressively.
Big banks rate reset preferred shares? The new ones that were issued are pretty good. The pref market in general has been all over the map, but the rate reset preferreds look fairly attractive, and are set at a much more reasonable level. If you are looking for income, that might be not too bad of a place.
A great company, and should do well going forward, especially with higher growth coming out of the US. Super well-managed. A great collection of assets. This would be worthwhile participating in.