Latest Stock Buy or Sell? Make More Informed Decisions!

He likes this because of rising interest rates, less regulatory interference and the stock is cheap. Even in a bear market, he doesn’t think this is going to get hurt badly. Dividend yield of 1.7%. (Analysts’ price target is $29.)

There is always going to be a regulatory cloud over Internet gambling. The stock is cheap and had a terrific last earnings quarter, up 22%. If the central US government is going to starve the states by reducing taxes, then they are going to be looking for extra places to get money, and online gambling is a darn good place to find it. (Analysts’ price target is $33.)

Years ago, they bought the Tasiest mine and paid a horrendous amount of money for it, and then had to write it all off. Now that everything is written off, you have a hard asset. They are now going to enlarge the mine in 2018, and it is going to be a low-cost producer. If we get any kind of a move in bullion at all, the stock should do very, very well. (Analysts’ price target is $6.99.)

Market. In a short-term trading window between now and February, we can play all kinds of games, and pretty much guess that financials will probably do pretty well, as well as some of the healthcare stocks and media. On the flipside, a company like Royal Caribbean Cruise Lines actually has zero percent effective tax rate. To make an analogy between what we are seeing in the stock market right now and a car, we just got a reduction in the gasoline price, but what is the fuel efficiency of each and every car. He thinks we are going to get a little side swiped by too much focus on the taxes and are going to forget to look at the fundamentals of the companies.

Recently came out with earnings which were excellent. Seem to be delivering across all their business lines. The dividend increase of 40% was quite strong. They are trying to get all their different retail properties to work as one.Recently came out with earnings which were excellent. Seem to be delivering across all their business lines. The dividend increase of 40% was quite strong. They are trying to get all their different retail properties to work as one.

Believes in the turnaround. Had acquired Rubbermaid and spent quite a bit of time rationalizing their brands and their offerings, and selling off some pretty iconic names. He is very positive on the name, but as result of his Stop-Losses he was taken out before it got really ugly. He’d be interested in taking another look at it now.

The continued luck with the Paw Patrol line up and the Hatchimal’s is still doing very well. This is not widely followed on Bay Street.

He tried to navigate this back in 2013-2014 unsuccessfully. It has had a very good move in the last little while. There are too many other cleaner, less headachy names. Too many moving parts for him.

He owns and prefers the parent, Brookfield Asset Management. We are seeing a lot more movement from the company on an international basis, which he finds interesting. Also, the whole Brookfield family is more involved in India with about a 7%-8% exposure. 5.5% dividend yield.

There was a real change of events last week and the week before where there was a very, very negative reaction to the Candelaria mine in Chile, where the walls had collapsed. He finds the commodity space of metals, minerals, oils, gas a tough place to be because of volatility. A lot are very capital-intensive projects, and when something goes wrong, it is very costly, and very costly to shareholders. It’s always been too volatile for his liking.

This has done extremely well. Just acquired ARBOC Specialty Vehicles out of the US, and expects it to be immediately accretive to earnings. Public transportation should, theoretically, be going under a resurgence. Dividend yield of 2.6%. Probably a good name to hold.

(A Top Pick Nov 8/16. Up 26%.) One of the highest quality Canadian REITs available. Focused on the major urban centres. The only negative is that it’s trading at a bit of a premium to most analysts’ estimates NAV, so he would be a little cautious. The argument would be that in the next 12 months it will grow into that premium. Dividend yield of 3.7%.

(A Top Pick Nov 8/16. Up 23%.) This is in the hot data centre space. The demand for server farms offloading in iCloud is insatiable. This is a real estate investment trust. It dropped 6% on the day of the tax accord as it has an effective tax rate of 2%. He would still be buying this name.

(A Top Pick Nov 8/16. Up 49%.) A very boring company. Has a beautiful chart going back many, many years. A miniature Berkshire Hathaway. Still a great company to buy.

How does the recent news of Bitcoin affect this company? The idea of Bitcoin and blockchain technology is a very legitimate and growing misunderstood space. It is going to be a force to be reckoned with. This company is not going to just sit by and let it happen without being involved. Visa continues to be a core holding for him.