BUY

It is one of the ones she likes. There have been a lot of mergers and acquisitions. It would be interesting if they can merge and get additional synergies. This is an interesting entry point.

BUY

She likes it. It is a value play. She sees some good growth for next year.

BUY

They lost a lot with the HPV vaccine. They have so much cash on their balance sheet that they can pretty much buy anything they want. She likes it and owns it. They have opportunities through acquisitions.

WEAK BUY

The US are down to 4 telecoms and were out of favour as they were bond proxies. You are getting 5% yield but not price appreciation. It is getting harder to get new subscribers. It is a safety stock. People buy it when they want income.

HOLD

They had a bit of a pop when they announced they would sell direct through AMZN-Q. She wants to see more growth in emerging markets before getting into it. Don’t buy right now.

HOLD

They have strong management and good cash flows. The price has come down but she does not recommended adding it. It will be challenging next year. We need to see a lot more new housing construction. It will do well and at least keep up with the market, however.

DON'T BUY

She is not a fan right now. There is incredible, tough competition in beverages.

DON'T BUY

Their revenues are highly tied to interest rates and since we only expect 1 increase in December and 3 next year she is only looking at 7% earnings growth next year. She prefers BAC-N, which she owns.

BUY

She likes it. Consumer credit is one area that is growing. She sees growth here as well as in international markets. Online retail is also growing the number credit card transactions.

HOLD

Don’t add more. It is a tough, competitive market. These are your lifeboat stocks. They are to protect you on the downside if we ever have a correction. It won’t keep up with the broader market, however.

BUY

This is a bank she favours. It has had a lot of improvements on their metrics. They have strong growth in credit cards and investment banking. She expects only 7% earnings growth for next year but it is one of her favourites.

DON'T BUY

The energy stocks have really lagged the market. Energy stocks are extremely highly valued even though they are expecting 270% earnings growth. These stocks have been really out of favour though.

HOLD

It is a nice financial stock that is not tied to interest rates. As markets go up, you get more trading activity. They have been doing well. She likes it and they have more growth than traditional banking financials. It is a hold because of instability of earnings.

DON'T BUY

The drug store arena has lots of M&A going on. They finally got regulatory approval to buy 1000 rightaid stores. This news is in the past. They need to increase prescriptions because that is where the money is but WBA-N cannot show it.

BUY

They are expecting 17% earnings growth next year. She likes it right now because it is not really in favour. It looks like a nice attractive value. This is a good buying opportunity.