Latest Stock Buy or Sell? Make More Informed Decisions!

Markets. The TSX is the worst performing market in the world, even taking into account the currency. The problem for Canadians is that our own market is down. The strength of the Canadian dollar took away a lot of the gains. The market in Canada is dominated by banks and resources. We are totally undiversified. He as 45% outside of Canada. Half of that outside of Canada is in the US. Most political news is noise to the market.

Europe Recommendation. He likes multinationals that are headquartered in Europe (see his top picks). DEA-N is part of Europe and is the world’s largest liquor company. The Finish elevator and escalator company KONE (KNBV-OMX) does a lot of business in China. Sanofi in France he likes also.

It continues to decline. He thinks it is closer to the bottom than the top in oil and he has a small weight in Energy and is starting to get in. Energy is always a trade. Sell it when times are good. Don’t be in a rush to put money in.

The biggest in pension and administration and outsourcing of HR stuff. It is diversifying into the US. The dividend is quite safe.

Canadian Rails. He is favourable towards them. Surface transportation companies let you know how economies are doing. He prefers CNR-T over CP-T.

It has not been a good investment in the short term. Their Western Canada acquisition exacerbated their exposure to their Alberta and Saskatchewan markets. They are going to expand their St. Hubert and Swiss Chalet products in supermarkets.

His concern has been that retailing continues to be a difficult environment. It is a very well run company. The dividend has not increased in quite some time and he does not predict one. 5.9% dividend.

Regardless of whether gold goes up or down it depends on whether the individual gold producer goes up or down.

He likes the infrastructure space. It is more talk than spending right now. STN-T is more engineering than construction so there is no project risk. It will take some patience.

(Top Pick July 25/16, Up 7.59%) It has been subject to BREXIT. It benefited when the pound was getting hit. When the pound went down the costs went down. Sales continue to rise in North America.

(Top Pick July 25/16, Up 18.67%) They faced a patent cliff. They invested in smaller companies. He thinks the outlook is quite good.

(Top Pick July 25/16, Up 13.19%) It came out of bankruptcy in 2007. It is more sensitive to loan growth than interest rates.

It is unfortunate it has suffered the way it has, since it split. It has not worked out very well at all. The management of both companies has been somewhat questionable.

Ecommerce. He is not sure anyone buys it for the dividend. It is a very low yielding stock. It is a growth story. It is not a cheap stock, but it looks like it will continue to grow.

XIC-T vs. ZCN-T. He does not know the difference between them. The Canadian market is the least diversified in the world. He does not want to own anything that tracks the TSX unless we are in boom time in the banks or commodities. He does not invest in ETFs.