Latest Stock Buy or Sell? Make More Informed Decisions!

Compared to the last few years, the recent market swings are shocking, but we are actually getting back to
normal, with this increased volatility in early 2018. The bark is often louder than the bite when it
comes to politics (i.e.Washington). For long-term traders, pick your spots and stand by your
convictions. Day to day, this will be a rough ride--It's unproductive to watch the markets so closely
every day like this. The key thing is to be comfortable with what you own, prepared to
absorb say a 6% drop, and keep looking long-term.

Your first reaction with seeing the 9% yield is that it's in trouble. ALA is awaiting US approval of the
WGL utility deal, carries a high debt and was unable to sell a holding recently. But he believes the deal
with go through and ALA will sell off assets to reduce their debt. This is an opportunity.

No doubt about its growth potential, and it has been successful. But you're paying too much for
the future--it's pricing for the future. What if SHOP hits a bump? He wouldn't buy it here, though
you've done well if you bought it earlier. Overall, tech stocks are partly carried by momentum.

Well-run, but the auto cycle is prettty close to peak. Will we see a quick downturn? If you
believe in the auto cycle and like their dividend, then hold it, but he isn't buying now. They are
doing to adapt to e-cars, but it takes time.

(A Top Pick March 20/17, Down 3%) Some plants were flooded. They were also hit by industry-wide input costs. They continue to make accretive acquisitions. He sees upside and still has faith in it. Safe dividend of 3.5% and will even grow.

IS Apple high Beta? It's 1.78 He doesn't think so. As one of FAANG, Apple has growth, value and pays dividends--basically everything you want. But can the iPhone be the growth engine forever, and if not, then what's the next
great product? Still has a good balance sheet, and repatriation of cash is happening. Short-term Apple looks good, but long-term is up for debate.

One of the best Canadian banks. Their strong Canadian retail business has been their traditional strength, and now their US retail side is paying off with US growth. Has a decent dividend. Good to own.

A good company, but the stock price has been frustrating as it's stuck in a range given the John Hancock hangover in the U.S. MFC is trying to figure out what to do with it. When interest rates rise, MFC's stock will rise. Their Asian business is another tailwind.

High-quality company with fine management, but also a high multiple. Has benefitted from Starbucks relationship via food offering. 27x forward earning makes him uncomfortable. He'd buy it on a pullback.

The entire pipeline sector faces higher interest rates and oil price pressure. When TRP's big pipeline projects finally happens, though, it will benefit grreatly. But the next while will be volatile.

The whole sector has been under pressure. Nothing wrong with Telus per se as it rolls out high-speed products. You can own this for the long-term. He sees no regulatory risk. The only risk is if Freedom Mobile gets aggressive and how likely is that?

Pipelines and utilities have been hit with rising interest rates, as well as an pessimistic Canadian oil outlook. He believes ENB will come online on-time in March 2019 with their big pipeline expansion project. This will boost its earnings and cash flow and lessen its leverage level. Current yield and multiple presents an opportunity. He sees upside down the road. Be patient for the next 12 months.

Benefitted a lot from the surprise high coking coal price, resulting in strong levels of cash flow. He doesn't see a collapse in this stock, but wouldn't pursue it aggressively. Copper price has been slipping due to worries about global growth. He doesn't see a big rebound here. They might raise their dividend of 0.6%. 7x forward earnings.

Market. He thinks the recent volatility is the new normal. The VIX averaged less than 10% implied volatility last year, while this year we are averaging over 15%. Trade tariffs are not good for the market and maybe the recent Trump Administration warnings about China are simply a way to bring them to the negotiation table. These concerns are clearly adding volatility to the market. He does not think we will see a quick resolution as trade deals take years to complete. NAFTA will likely hinge on a May 1 deadline with the upcoming Mexican elections. The leader in the polls there is very anti-American.

After recovering from 2008, BAC should see more upside coming because it's closely tied
to the U.S. economy and the rising yield curve. A good buy.