Latest Stock Buy or Sell? Make More Informed Decisions!

Markets. Trump still has a twitter account and the economic agenda is not moving forward still. If there is a time you are not worried, then you should sell everything. What will scare people, are surprise interest rate rises and that is probably not going to happen. Corporate earnings are doing okay. Canada is doing okay. You never know when inflation is going to show up. Metal prices are doing quite well. There are some bets being made for future inflation. We are just not quite there yet. The TSX really needs to pick up speed. It has been a loser this year. He says to forget the TSX and just have a lot of sector representation. Don’t ignore the sectors that are doing poorly.

Move on to a faster growing company to do much better. They have had a lot of issues with production, finance and so on.

He likes the company. It gets a lower valuation because a lot of them have been taken out. OTEX-T is one of the last ones left in the space. Their acquisition record has been phenomenal. They have a good balance sheet and a good risk profile. As they grow the market multiple should grow. Their track record of earnings had problems in the past.

The stock is quite viable after the decline. The US comparable names are not doing too well. They have a near monopoly in Canada and they are diversifying. A really good movie slate could really change things for the company. It has a nice dividend and is more of an income stock than a growth stock at present. There is no rush here. Movies themselves are a social event. They are all about 15 teenagers going to the movies. Investors see it as a dying industry so the multiple doesn’t get pushed up.

He likes the company, more this week than the week before. This quarter they came out with their first profit ever. Now they can move their backlog through the revenue stream. The execution risk is [almost] over. Municipalities have money to refresh their fleets.

He does not follow the banks too closely. This one has always been the cheap bank on the street. He prefers TD-T and BNS-T much better for international operations. CM-T has almost blown it a couple of times in history.

It fell apart and is now working itself back. It got destroyed by credibility, short sellers came along and the stock has readjusted. He thinks the worst is over. It has earnings potential.

It is going through a dynamic process. They sold the bottling division and are focusing on coffee, water and tea. There has been a lot of consolidation in those businesses. Their debt is going down. The strategy shift is exactly what they needed to do. Don’t rush, but as the balance sheet improves they will do better.

Their last couple of quarters have been a very nice turnaround. It was a big acquisition story. Now things are getting back into control. He is not big on turnarounds until they have turned around a little further. If they can put in a couple more quarters they will do much better. You’ve got some time to buy it.

(Top Pick Nov 2/16, Up 44.16%) They signed a deal with Ontario to create casinos in Ontario. They want to develop the Woodbine site. It sets up growth potential going forward. He likes it more now than a year ago.

(Top Pick Nov 2/16, Down 15.89%) It is just the sector right now. They are a great company. Nothing to worry about.

(Top Pick Nov 2/16, Up 34.11%) There was all this media attention, but this was a onetime event. TOY-T know what they are doing.

It is a very well run company that ran into some missed earnings over the last couple of years. The last couple of quarters have been rock solid. He goes back and forth between this one and WSP Global.

He is not that keen on it because of what they have done over the last 20 years. If gas went on a tear then investors would go to it. He prefers PEY-T or TOU-T.

It has been a top pick in the past. He likes the cleaner corporate structure. They have no debt and growth potential. They had one time write-offs, but as they move on it will disappear. They have a new client that is starting to ramp up.