Latest Stock Buy or Sell? Make More Informed Decisions!

Customer service software. They continue to get more and more customers. The last three quarters were beat-and-raise. It is small enough to be attractive to take over. Today is a good day to buy it. (Analysts’ target: $56.93).

They are the largest publicly traded pharma company. If you have a specialty drug that has to be delivered to the home and then infused, this is the company to do it. This is who AMZN-Q would have to take out in order to do it. (Analysts’ target: $26.10).

A core holding. It trades at a big of a discount. It has earnings and dividend growth. It had this massive run that priced in higher interest rates, healthy US consumer and economy and the market is digesting the new reality of all of this being priced in. Own a basket of banks.

He Prefers VRTX-Q. You need to invest in the most innovative companies in this sector.

It has been a rough stock. Management over promised and under delivered. They made an acquisition that makes the stuff that is left behind when houses are robbed. No one wants the stuff.

Long term recommendation. Technology and healthcare are here to stay. SYK-N, JNJ-N, BMY-N, GOOGL-Q, and AMZN-Q are possibilities.

Market Outlook. We are still in a bull market. Bull markets don’t end unless there is a recession or extreme valuations. There is always a counter trend move and we are facing a powerful counter trend move. Anything could happen but probably this is a chance to reload. The debt load of part of the population in Canada is an area of concern. The S&P/TSX has stagnated for a long time and trading at 14 earnings with similar earnings growth story as the US without the tax cuts. So Canada is probably a good place to be. The Canadian pipelines are attractive now with high dividends that are safe-ish and growing.

Anything that is a yield proxy has been tough. Their growth profile is 3-4% vs 4-6% for the retail peers. The good news is that is trading 12% below their estimated net asset value. Trading at 15.3 times price to FFO which is the lowest it has been in a long time. This is a name really unexciting, but lots has to go wrong for this not to work.

This name really moves around. This company has some issues with respects as to what is classified as maintenance and capex. Some short sellers have drawn attention to that. It is a small cap. The balance sheet is not perfect. But it has a P/E of 10. 57% payout ratio and a nice dividend yield. You can have this name for a taxable account.

This trades a 15.5 times earnings vs peers trading at 17 times. He likes it. Distributions are safe. A play on a slightly better economy. 66% energy, 33% specialty chemicals. The balance sheet is a little stretched. A name you can buy for risk-adjusted accounts. Not a blue chip.

US dividends are treated as interest income, is there anyway around it? The tax policy encourages Canadians to invest in Canadian companies. He thinks it makes sense. The Canadian market is 2% of the world but it’s a large world and there are many opportunities here. From a cash flow perspective, the extra advantage given by the dividend tax credit is very powerful.

Very lever to a higher oil price. The balance sheet is pretty indebted. Strong reserves growth. A risky name. There are much easier and safer ways to make money.

Not one that he covers very closely. The US banks all have come down. He thinks you can buy some of the US banks here. Probably you should be OK buying here.

Is it a company to own for long-term dividend growth and safety? It is trading a little cheaper compared to its 5-year average. 3% dividend yield and they will probably grow that. It is a safe stock. He thinks there are better value in another tech stocks.

It has its problems. The balance sheet debt is 4.3 times 2017 EBITDA. Smaller cap. 11% growth. Yield 7.8%. A good time to be buying it in taxable accounts.