Latest Stock Buy or Sell? Make More Informed Decisions!

They've corrected the past few weeks. Their earnings aren't that bad nor was their e-commerce performance. It's a defensive and value stock, and undervalued by $10-20. But it faces transportation costs which eat into profits.

Likes the name and sector. QCOM is a long-term growth opportunity.

It's modestly undervalued now. Restructuring has borne some fruit, though the market hasn't responded to HBC in kind. Them getting out of luxury lines makes sense at this stage in the economy with limited discetionary spending. He prefers placing this in the retail, and not real estate, space. This is a consumer discretionary stock late in the cycle.

A stock that analysts hate. This is a great play to get into this sector, e-cars. Tesla continues to struggle to boost production. A speculative stock.

A troubled stock that's disappointed investors. Whenever there's good news, like possibly selling two channels in Quebec to BCE, it disappoints. It also has credit and leverage issues. The dividend may be unstable.

Market and interest rate cycles: Bond market performance has been weak in both Canada and the U.S. Current 2.9-3% U.S. 10-year yields are still low to those who remember the 5-10% days, but compared to the moves from last year, these are big. So, yes, it's been a quick, sudden move. Some may say this is already a bear market for bonds. The street thinks rates will keep going up and up. But remember the economy is in a late-stage cycle where interest rates do move higher, though the Fed may raise rates too fast. We're getting close to the end of this rate cycle, moving as high as 3.5% which could drag on markets. Given the strong U.S. economy, he sees two more rate hikes this year in the U.S. as well as Canada.

The pipelines have been pressured this year due to troubles in building pipelines. They're also interest-rate sensitive. ENB offers some decent value now with solid growth prospects. The dividend is sustainable. Look at this and start
picking away at it. There's still uncertainty around the Kinder Morgan pipeline--who will eventually buy it?

It's been a yo-yo ride. A good stock with decent value. Their content is solid and the company has opportunities for expansion. The current stock price is decent. It's unlikely it'll return to recent highs though given we're late in the cycle.

What are your thoughts on Canadian banks? He likes BMO, TD and Royal for their valuations. He bought TD in the Q1 pullback and has shot up, surpassing his expectations. He wouldn't add to Canadian banks now though they offer decent value on the upside. Be prepared to pull back on Canadian banks if there is a market downturn. The big risk here is if interest rates rise higher than expected and effects mortgages.

Banks and large companiy employees use Salesforce to interact with clients. They are a leader in this space. Likes the company. A growth name that will continue to grow due to demand for operational efficiency. Good leadership
now.

It's had a poor start after the merger, disappointing investors. They've achieved some cost savings and efficiencies, true. You're buying this for the long term, and he forsees a 10% gain over 12 months.

He likes the utility space, given we are in the late-rate cycle. Emera is one of the more solid utilities. Valuations are attractive for an entry point. However, these stocks are at risk if interest rates rise quickly.

Likes this. All telcos were challenged coming into 2018. Hold this now. Dividend is attractive. The company proves it can turn things around in this space.

The pipelines have been pressured this year due to troubles in building pipelines. They're also interest-rate sensitive. This offers some decent value now with solid growth prospects. There's still uncertainty around the Kinder Morgan pipeline--who will eventually buy it?

A steel and infrastructure play. He used to own it. The Trump steel tariffs have hit this stock, but Russel doesn't sell steel into the States, so it should not be hit by the tariffs. He likes this stock, but is growing concerned about limited infrastructure spending in North America.