Latest Stock Buy or Sell? Make More Informed Decisions!

Today's sell-off. In late-December, the last time he was on Market Call, he said he was a reluctant bull. Now, he's waiting for even more than a pullback. Many reasons for a strong economy, including great monetary stimulus, but enough is enough. It's priced in. We had a great January and the market's been up the past 23 months. But now it's harder and harder to find good ideas. When he can't find a great idea, he goes, Wait a second... No one can predict a top, but he looks for things like Texas Instruments where they had a good quarter, but the stock still goes down. We're close to a top. Wants to see a pullback.

Crypto and cannabis selling off in tandem this week No real reason for correlated sell-off. Coincidence? Not areas he invests in. Prefers companies with cash flow and return on invested capital.

Some Canadian oil names are good, so it's hard to figure out why they've been beaten up like Tourmaline. Likes this stock. Reasonable balance sheet. Turned around negative ROIC to slightly positive. Good valuation. Overall reasonable. Find a good entry point, then you will be confident with it.

Likes this. Stock hasn't done well in the last six months, so it's cheap now. Good corporate performance. ROIC is 20%. The sector is at a good space.

Great company. Ranks it third among the FANGs. Ranks Facebook and Amazon higher. Can't comment in detail about Google's recent tax hit due to U.S. tax reforms, except it's a one-time thing. Don't buy or sell based on deferred taxes.

Good company. Pretty safe with it. Spirits companies are great. Strong data with Corbys. ROIC 18% with 13% in recent years. Valuation reasonable. Good dividend at 3.8%.

Selling has been overdone recently. Dividend will probably come off. Payout ratio reasonable, but balance sheet could be stronger in working capital. Buy it for valuation, which is reasonable, but not the dividend.

He hasn't called this stock well over the years. He held on too long. It still hasn't turned around. Fundamentals have gotten a little better, but not good enough for him. Remains hopeful, but sitting on the sidelines.

Buy this now and don't wait for a pullback. It's firing on all cyclinders. It's one of the best stocks in Canada. ROIC has been 40%+ for many years, now 43%. Reasonably valued. It's at least a hold. If you don't any, but a little now then buy more on a pullback.

Getting shy with all utilities. First time in many years he's been cautious in this sector, because interest hikes are finally coming. So, ALA's debt service could go up. No to Altagas for now, though maybe buy later.

It's as good as any airline. Good 11% return on invested capital. Now's a good time to buy airlines, despite abysmal longer-time history.

Alibaba (BABA-N) or Amazon (AMZN-Q)? You can buy both and he would. Don't use multiples to under valuations, but rather look at invested capital. Estimates 15-20% return on invested capital for Amazon. Alibaba is equal if not slightly better than Amazon. 18% ROIC. Loves both, but would slightly prefer Alibaba.

Alibaba (BABA-N) or Amazon (AMZN-Q)? You can buy both and he would. Don't use multiples to under valuations, but rather look at invested capital. Estimates 15-20% return on invested capital for Amazon. Alibaba is equal if not slightly better than Amazon. 18% ROIC. Loves both, but would slightly prefer Alibaba.

Always a good company. Used to earn 8% ROIC then rose to 14%, but now CCL is a little rich. Happy CCL has improved their business in recent years. Would wait for a pullback.

(A Top Pick March 13/17. Up 1%.) Mini pullback in past three months, but still fantastic. ROIC is 20%+. Valuation has improved. Hasn't heard of price war among U.S. fast food chains, but unconcerned.