Latest Stock Buy or Sell? Make More Informed Decisions!

Market. There is uncertainty with the discussions between the US and China. He thinks investors should just dig down to fundamentals. In Canada almost 57% of companies matched or beat on earnings and 59% beat on revenue. Companies are looking strong and Canada is looking interesting. The Canadian dollar is stable although weak so our exports look cheaper. [Today's show started late, leaving room for only one opinion before Past Top Picks.]

A Chinese company failed to acquire this company. Now you have a lot of uncertainty left in this stock. He would prefer others in this space regardless. You will have a shift in the type of investor that will hold this.

(A Top Pick Aug 2/18, Up 106%) They made a big acquisition that gave them a big entry into sports betting and the UK market. In the US they are opening up their gambling restrictions. This company is firing on all cylinders.

(A Top Pick Aug 2/18, Up 9%) It is a slow and steady company but he likes the valuation. They recently increased the dividend 15%. They are good at making small acquisitions. There is a lot of spending going on from government.

(A Top Pick Aug 2/18, Up 66%) A year ago this company looked a lot messier. They are hitting record backlogs and revenues. The higher valuation is justified by growth.

He is not concerned about the distribution because it is a royalty structure. He thinks it is one of the faster growing companies in the space. 3% same store sales growth. Anything with a high dividend is getting beaten up because of interest rate fears.

It is a higher risk income stock. They sell energy contracts that you can lock into. They have to make more customers than they lose. Their recent quarter looked good and alleviated a lot of concerns that existed with the company.

They have chunky earnings. They are building out software as a service to the real estate market. You have to think 1 to 2 years on this one.

One of the more shareholder friendly companies. They bought back over 30% of their outstanding shares and increased the dividend 10%. It is a bit of a slower growth company but the valuation justifies it. A lot of bad news with NAFTA negotiations is already baked into the stock.

They have done a really good job of hitting every point of patient movement: Accessibility and transportation. He really likes it. They made some big acquisitions recently and are in the consolidation period while they digest them. You can average into it. It is a premium company.

He only follows the space generally. He is not a fan of the space. There is a lot of uncertainty. It is priced for perfection. It looks like it will be a commodity product, so lower margins.

When there is energy price volatility they can get a quarter or two lag in earnings growth. However when fuel prices go up they get higher margins. (Analysts’ target: $74.00).

Over the last few years they have been picking away at small acquisitions. They were building an expertise in the industry. Then they made a large acquisition and vaulted themselves into the top ten in North America in their space. It is still being priced as a printing company. He does not think they are done with this transition and are not getting recognized by the market. (Analysts’ target: $30.88).

They are growing into Ontario. Their recent earnings really caught on with an impressive number. It was not even a full quarter of results from the recent acquisition. They have 20 year contracts. 16 times earnings. (Analysts’ target: $51.80).

The internet of things meets home healthcare. It should keep people healthier and out of the hospital. It is looking a little expensive, but if they get more contracts and prove the demand is there then it will do really well. Give them 2 years.