Latest Stock Buy or Sell? Make More Informed Decisions!

Markets. We had a lovely lead up until tomorrow (Inauguration), and the market has said that this is really wonderful. Trump’s tweeting rather changed the rules of the game. Now we are going to find out if and when some of his programs can be put into place. Interest rates are going to wend their way upward. This year will tend to be a value market with high momentum stocks running out of gas. You have to pay attention this year to the values of what you are buying.

The stock is trading at about a 40% discount to its value. It has never traded that low. The problem is that the earnings forecasts have collapsed and are falling into negative ground. There is nothing to assign a value to when doing an analysis. The quality has slipped on the balance sheet. We should not lose site of the fact that they have some really interesting real estate holdings. He thinks IFRS accounting would apply a much higher value to their holdings. There could be a lot there from a net worth point of view.

It is like a number of faddish US stocks. It is overvalued, but loved. He would not endorse it. He thinks Trump could do all kinds of damage. This is off his buy list.

He is thinking this is dead money. The pillars that are driving this company aren’t. The remaining assets are the remaining contracts with governments. He thinks they should have been bought out. This thing is not working out. Mr. Chan has been dealt a hand he cannot win at.

The US administration are hitting drug pricing. It has hurt valuations. PFE-N has been relatively passed up. It has a 50% upside potential. It has technical support at $31. If this does not hold then get the heck out. GILD-Q is more beat up and looks very cheap.

He likes it. Finally conditions are coming together to let them break out into higher ground. They have good upside, and a lot of it.

(Top Pick Jan 26/16, Up 21.60%) He still likes it, but it is having a hard time getting anywhere. He would not buy it here anymore.

(Top Pick Jan 26/16, Up 36.76%) You just had to have it. It has done very well. It is trading at its net worth value so does not offer any more.

(Top Pick Jan 26/16, Up 66.68%) It has already had a massive set back. He was glad of that. Gold has a place in every portfolio. Trump may push up the US$ which is negative for gold. Interest rate increases would be negative for gold. So he has stepped aside from the group.

Hunter Harrison has left CP-T and is rumoured to be heading to CSX-N. The question is whether he can unleash the metrics he did on CP-T. If this is true then you should hang on despite the 20% increase in CSX-N today. Most of the rail stocks are quite expensively valued. Betting on any boardroom battle is always risky, but he has made two underperforming rails into stars.

They came out with a weak outlook for 2017. The trend is sloping off a little bit. He sees that across the board in specialty clothing retailers. It has had a fair drop, but it does not mean you should go out and buy it. He sees $38 support and if that is broken then $30.

One of two Canadian oil stocks that he thinks have upside potential. Definitively hold it if you have it. He likes this and IMO-N, having upside potential in the oil sector.

Golds have gone into a corrective phase. They have been working very hard to reduce costs and with success. It’s okay, but he thinks it will not work out over the next few months with a rising US dollar and rising rates.

Analysts are calling for $6.92. They have enjoyed a really nice growth rate, but it is running up against powerful resistance at two times book value. He is optimistic, however.

He thinks you should be careful about valuing opportunities on whether Warren Buffet is buying them. He has historically hated airlines, but is giving his managers more room these days. LUV-N is expensive now in terms of fair market value and he does not see any upside. It will go on sentiment, rather than value.