Latest Stock Buy or Sell? Make More Informed Decisions!

Market. The story about valuation being stretched is nothing new but now you have geopolitical uncertainty and rising interest rates. The market is not willing to play as much for pure dividend plays. Earnings per share growth have been healthy on the S&P and half of it is from tax cuts. That growth won't be there next year. FB-Q is spending much more than expected and took a dive. They represent a lot of the US market. So you see this played out in the index. You should pick individual stocks and not buy the index because then you can control your weightings.

It has had a tremendous appreciation in its share price over time. If you look at it from a value perspective it is always too expensive. 22-29 times. It is at about 35 times now. He would be shy to enter it because of this but if you own it, you might trim it or move to APX-N (American Express). There is a big spread in valuation, bigger than normal.

It is an opportunity because he believes in it long term. It could be bumpy over the next 6 months as they have some CAP-X spending to make on security. He will buy when it pays a dividend.

Interest Rates. Canada and the US are raising rates. You should put money into the one with the faster increasing rates, as increasing rates make the currency stronger. It will probably be the US.

It has been great if you don't need a dividend. We need to give management a lot of credit in being able to execute the growth strategy. The share price took a bit of a breather and it is probably because the share price went up so much. They are having to invest in their distribution center and network. It is close to a 30 times PE.

He is not a fan of it. It has a strong brand in Canada and pays a great dividend but that is about it. A lot of investors underestimate its risk. He thinks their restructuring is positive. But it is going to take some time.

It has some similarities to ENB-T. The dividend is seductive. Investors are wondering where the growth is going to come from. There have been better places to park capital for share price appreciation. He prefers BCE-T to this one [mentioned by caller].

It is a yield play. He sees very little growth on the horizon. PE is almost 16 times. He prefers EMA-T because there is an appreciation potential and a slightly better yield.

It is always going to be too expensive if you are a value investor. It is always 25 times PE or more. But the shares continue to go higher and higher. It is at 31 times right now. They continue to post strong sales, up 12% year over year.

They lead the way in terms of trading at a discount. They have a strong footprint in Canada and have expanded internationally. If you are a longer term investor this one is appealing over the others. There is more volatility.

He has been fairly bearish on energy as a whole but KEY-T and SU-T he has liked. KEY-T has gone sideways for the last little while. If you are trading it you can make some money but otherwise it is a yield play. The dividend is safe.

No one can explain why the shares have such a trough time appreciating. They have shifted into more wealth management. He suggests you buy another name in the space that does go up. He prefers the Canadian banks.

It has been a great name to own. It will be hard for them to maintain the appreciation going forward. It is at 15 times PE. It is difficult to find anything wrong with it. He does not see the growth as being sustainable. It is a reasonable entry point here, though.

He held it a few years ago. It took a tumble and has started to stabilize. They have a unique business model. You have a good yield but he is cautious that they have not turned the corner yet after the pull back. It is a little expensive.

There is a more than 6% dividend. Lighten up if you have a lot of interest sensitive names. Be cautious. The stock price has done well and you may be better to reduce others interest sensitive's holdings. Don't be in a rush to sell this one.