Latest Stock Buy or Sell? Make More Informed Decisions!

General Market Comment. He is not deterred by the market move lately. He expects a little ebb and flow, but feels the economy is strong and interest rates will not be going into the stratosphere. Not a banner year, but he is not running for the hills. President Trump’s recent comments on $100 oil being too high is not going to change things, unless he releases from the petroleum reserves. A fair value of crude is $60-$80. Interest rates are not an issue until long term rates get up to 4-5% levels.

Oil prices. We have seen a nice recovery on oil prices. Saudi Aramco going public is likely leading to the bullish comments from them. Fundamentals still suggest a range of $60-$80.

Quantitative Easing and Market Levels. This may have been the catalyst for recovery since the last financial collapse. He thinks valuations are historically at the high end of the range, so he still feels the market is constructive and can sustain these levels. He prefers the Dow over the TSE.

He would buy it here and thinks it is a great company. First quarter orders were solid again and reconfirmed the backlog of orders remains about three years. He would not be surprised to see a dividend increase soon. Yield 2.2%.

He thinks the downward pressure is almost done on price. They are building an arsenal in the oncology and HIV areas. They have a good pipeline of opportunities and he likes management. He would buy it here.

He would buy it here for the long term. Shipments from a Taiwan producer to Apple were rumoured to be lower, which has spooked the market at bit. He expects a bottom to the price pretty soon. He expects a dividend increase soon. It is at the 200 day moving average support as well.

It went public in 2010 with 1 barrel per day per 1000 shares – now it is 30 barrels. They have become more focused on oil recognizing the difficulties in natural gas. They now have a modest dividend and he likes management. Differentials on oil have narrowed as well.

There is a motion in front of shareholders to shake things up. It would not be his preferred choice in the sector. The downside is limited, but there is not much upside. He would be a luke-warm buyer. (Analysts’ price target is $13.40 )

He does not hold it, but is looking at it given the recent weakness. Trading near 13.5 times earnings, which is cheap. There is erosion on the networks and plenty of competition, but they are getting into streaming video. You could buy it safely here. Yield 1.7%. (Analysts’ price target is $121 )

It has been a great long term hold for his clients. It has good growth, trading at a slightly high multiple. The business continues to grow. You might want to buy on slightly lower prices.

It has hit a new 52 week low. It is a hedge to financials in your portfolio with the dividend. He wouldn’t be too anxious to sell it yet.

He thinks this is a great company. You still have 15-18% growth expectations over the next few years. Issues over Facebook’s privacy policy has him being cautious, but he does not think they are as invasive as Facebook.

The narrowing in heavy oil differentials is helping this. This is a great long term stable stock to hold. He expects the dividend could rise over the next few years. This is trading over 7 times cash flow, so it is a bit expensive. He might prefer CNQ-T as it trades at lower multiples.

He does not follow this closely. They have an advantage being exposed to the US, where drilling is going to be more robust. He would stay away from the Canadian service companies as a whole. If you have it, hold it.

He thinks a strong global market and commodity price recovery will allow you to continue to hold it. Yield 0.6%.