Latest Stock Buy or Sell? Make More Informed Decisions!
Today, William Chin and Paul Harris, CFA commented about whether ACQ-T, BX-N, BMW-GR, BBD.B-T, BEP.UN-T, BAC-N, QSR-T, GE-N, KHC-Q, FSV-T, BMW-GR, INTC-Q, WJA-T, AC-T, LYG-N, DH-T, CSCO-Q, CJT-T, TCL.A-T, ZZZ-T, VRX-T, DAL-N, WN-T, BTE-T, SBUX-Q, GILD-Q, GE-N, FTS-T, EMA-T, DGC-T, CLR-T, SIA-T, CM-T, FR-T, ALA-T, ESI-T, AGU-T, ZZZ-T, IRG-T, AGT-T, THO-T, BBD.B-T, MFC-T, RY-T, NXE-T, ZCL-T, BCE-T, CXI-T, CF-T are stocks to buy or sell.
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This is not just selling mattresses, but are also selling accessories, which are higher margin lines of products. It is doing very well, which is reflected in the charts. If the company is doing well, you will see investors appreciate that and adding value to the stock price, and we are seeing that. Dividend yield of 1.84%. (Analysts’ price target is $36.)
The market assigns a very low valuation to this, because the general view is that print is in secular decline. According to management, this company’s major line of business is printing flyers for retailers, which is 65% of their business. The rest of it is newspapers and outsourcing printing, and they are the last man standing. They are also in packaging, a much higher margin business, and it is not appreciated by the market. Very strong cash flow. Dividend yield of 3.51%. (Analysts’ price target is $22.65.)
This has 90% market share in Canada for the large, overnight, time sensitive freight. Their customers include Canada Post, DHS, UPS and Amazon, so they have a stranglehold on the industry. Carries time sensitive cargoes, with pharmaceutical being a big product area. It has a huge barrier to entry. All the big CapX has been done. Dividend yield of 1.48%. (Analysts’ price target is $57.)
Energy. There is a lot of dynamics happening from the Middle East and we are seeing a little of it. Thinks oil stays around the $60 level. It is going to be volatile because there are many things going on. A lot of the shale companies are in better shape and are willing to produce a lot more oil. You are a buyer at $50 and a seller at $60. In that lucky environment, it may get up to $65-$70, but you have to see a lot of good things happen in the economy to push it up there.
Not an expensive stock. On the switching side, they’ve not been able to get that to grow more aggressively which has really hurt them. They’ve augmented the slower growth by making acquisitions and buying assorted things. Now they are going to get squeezed on the margin side. The numbers are going to be OK numbers, but you can put your money in other places and do better. Over the next couple of years, you may get some margin compression, as their switching business is just not running on all cylinders.
He bought more when it fell because it was massively discounted. Also, management gave very poor guidance about what was happening to a lot of their businesses. Feels their core businesses really has good opportunities on the FinTech side, in the US specifically, and the stock can slowly go up. Pays a decent yield.
A purely commercial/retail banker in the UK. They understand how to do retail very, very well. Secondly, they’ve exited a lot of their other businesses and became a solely UK bank. Very cost effective bank. Management is very strong and are going to continue to increase dividends. This is a great story.
Doesn’t own airlines, because he always felt it was a difficult sector. Too many variables that can hurt the stock. This has done well over the last little while, better than in the past. If he were going to look at an airline, it would probably be Westjet (WJA-T), because Calgary and oil are slowly getting better. These are hard stocks to own, and he would suggest you use them as a trade, rather than a hold for the long-term.
Doesn’t own airlines, because he always felt it was a difficult sector. Too many variables that can hurt the stock. This has been hurt because of Alberta. If he were going to look at an airline, it would probably be this one, because you are seeing Calgary and oil slowly getting better. These are hard stocks to own, and would suggest using them as a trade, rather than a hold for the long-term.
This is in a very awkward situation. They missed the boat on smart phones and those areas. ARM is a company that has done incredibly well. Even Microsoft recently announced that they may be using ARM in some of their products. Thinks this will continue. You are not going to see the growth that they had many, many years ago.
(A Top Pick March 24/16. Up 40.87%.) They own College Pro Painters and California Closets. They also have a property management business, taking care of apartment buildings and gated communities in the US. They have a great way of growing their business, and there is lots of room to grow. When they start a contract with somebody, it is for a couple of years. It has run up a lot, so wait for a pullback before buying.
(A Top Pick March 24/16. Up 22.19%.) You have a lot of top line growth, but they are really good at cutting costs. They have some of the highest margins in the industry. He thinks he can see some top line growth at some point and will give some really great margin expansion and some great bottom line. They are going to do another deal, even though it may not be with Unilever. Still a Buy.
