Latest Stock Buy or Sell? Make More Informed Decisions!

Market. Apple got to $1 Trillion market cap today. He would not be a buyer. He has been wrong about AAPL-Q for years. It is possibly the most successful business in the history of capitalism. Investors have to recognize that it is probably an exception to everything elsewhere.

He does not know where it will go in 12 months. He lost confidence in the CEO at an AGM several years ago. Prices of commodities have gone up but this stock has not. He does not have confidence in management, although they took care of a lot of their debt.

Avon reported results and the stock took a kicking. It is on his watch list. They are a leader in their field. He has to take a closer look at the debt load. It has tremendous risk.

He bought two years ago. They help preserve water where there is droughts or in swimming pools. His target is about $2.50. It has done well in the past couple of years. It has no debt and the revenues are stable. He likes the management but it is a 'thin' management as you don’t know who is there other than the CEO.

Being taken over by BIP.UN-T. He sold it last year at a 499%+ gain. He would look to take all cash in the deal. Taking BIP.UN-T would not trigger capital gains, however.

It could be sold before the end of the year. Results today were not very good. They are looking to sell some of their properties. They have these hedges in place at $50 and the oil price is much higher now. They still have a fair amount of debt. He is happy to hold it. We will see more pieces coming off. It is still high risk due to the debt. This one might get taken over so he holds it.

(A Top Pick Sep 26/17, Up 13%) He still likes it. They have a lot of debt but a lot of cash in the bank. This is a good long term play. He does not like John Chen's pay package. But he is happy to hold it.

(A Top Pick Sep 26/17, Up 12%) They are very, very diversified. They were doing a lot of trading of companies but that has largely stopped. With interest rates going up this is a good time for the stock to go up. It could triple if they start making good money on the bottom line.

(A Top Pick Sep 26/17, Up 10%) They just won a huge law suit against AAPL-Q and the stock is up a lot today. He would not count it as money in the bank as AAPL-Q is going to appeal. This company may also win other suits in progress. They have lots of money in the bank and no debt.

They are a leader in Canada, used to be in the US but pulled back. He bought it but it pulled back. He is getting a good return from the coupons. He thinks this one can double. They have more debt than he would like to see but the payout ratio is reasonable. It is in a good demographic area. They are growing organically and through takeovers.

[Call had 80% of portfolio in TD-T]. Beware of over diversification. This is the opposite. It is a tremendous risk. He suggests diversifying. Take some money off the table. He thinks there is a good chance the markets will take a beating before the end of 2020 and possibly by the then of this year. Your max should be 20% in any one stock. His favourite other Canadian bank world be LB-T but he would not buy it at this point. Look at US bank stocks.

It is on his watch list. He looks at it. It has tremendous upside if they look after debt. When it turns it could go up quite hard and quite fast. You could trade it in the range between $8 and $11 as well.

His target is $38 and change. He paid $6. He thinks there is at least 20% upside. He is happy to sit and collect dividends on this one. This has been a great play for him since 2008/9.

It's on his buy list. They are nominally profitable. They are having trouble getting workers. There are definite red flags but he is happy to hold it. It is a recovery play.

Technology changes so much over time that you have to be wary when you go into the technology space as management. It might be worthwhile to look at other plays. It is nice to invest in companies that have been around for a long time.