Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Paul Harris, CFA commented about whether DLTR-Q, BAC-N, FSV-T, SBUX-Q, BCE-T, L-T, GSK-N, ACQ-T, BX-N, GILD-Q, BRK.A-N, BABA-N, AMZN-Q, DB-N are stocks to buy or sell.

BUY

Has good free cash flow yield of 8-9%. The premiere grocery store in Canada. Its trading valuation has come down. Deflation on the grocery side is stabilizing. They spent a lot of money on the technology behind supply chain management, which caused lots of problems, but is now saving them money. Shoppers Drug Mart acqusition is doing incredibly well. Bottom line is growing around 8-10%. Don't expect capital appreciation of past years because competitors have caught up to them. Dividend yield of 1.7%

BUY

Trades at 16X earnings. Great wireless side growth. He's bought more of it. They're laying more fibre in the ground in the GTA which will boost revenue. Their media assets give them enough assets for cash flow. You get steady growth. A well-run company. Great yield of 5.1%.

HOLD

Makes sense as a long-term hold. Locally, we'll see more competition. It'll continue to grow globally. Innovative on the product side, such as introducing alcohol sales at night. One problem is that the CEO left came back and now gone. Investors ask, How is it going to be run? Markets are waiting.

TOP PICK

They run gated communities and apartment buildings in the U.S. Trades at 24x earnings, so expensive, but their growth justifies that. It's capital-lite (few expenditures) business which is good. They've been growing at double-digits, growing organically at 7%, making acqusitioning along the way to further add to earnings. They occupy only 20% of the market (as the largest player), so there's lots of room to expand. Strong earnings growth in past quarters. (Analysts’ target: $91.25)

TOP PICK

They will raise their dividend from around 1.5% to 2% in a year, as the payour ratio nearly doubles to 30%, and they'll buy back their shares. They have lots of capital. Headwinds in the past decade in the U.S. have turned into tailwinds. The U.S. economy is growing strongly. BAC will trade at a couple times book value. (Analysts’ target: $34.46)

TOP PICK

Dollarama trades at a much higher multiple, nearly twice as much. DLTR's stock fell because of Family Dollar acquisition, but they should get their margins back up again. Free cash yield of 5.6%, much cheaper than Dollara.