Latest Stock Buy or Sell? Make More Informed Decisions!

There is deep value in this name, owning 60% of TransAlta Renewables – the share value of which equals the market value of TA-T on its own. They own 9% of the Alberta hydro market. The new PPAs on the hydro assets, which act as backup for wind and solar, could help propel this company to a double in the next three years. Yield 2.2%. (Analysts’ price target is $8.25)

All their pipelines are full. They will not be missing earnings. They are rolling up their complex structure, which he feels will make it more attractive to investors. They have committed to 10% dividend growth over the next 2-3 years. He thinks this is a $50 stock. Yield 6.2%. (Analysts’ price target is $54.36)

(A Top Pick October 31/17 Down 5%) China being down 20% has not helped this global operator. There is nothing wrong with the company fundamentally. He would recommend averaging down on this one.

(A Top Pick October 31/17 Up 10%) A steady business that pays a good dividend. You should make 10% a year return. There is a good pipeline of drug projects yet to come. Yield 3.5%

(A Top Pick October 31/17 Up 15%) A large cap company that is a great way to play global energy. They have reigned in spending to help clean up their balance sheet. They realized that natural gas will be increasingly used for global electricity production. The Canadian announcement of an LNG project is smart due to the cost advantages of sourcing supply from Canada. There are some concerns that the project cost of a west coast LNG plant will be higher than competitors from around the world.

Market Outlook. The economy is good. But cycles are cycles and you have to be prepared for the unknowns and change. The market is comfortable. Trump is the master of claiming wins. The new deal with Canada was the equivalent of a family making $200,000 / year saving 70 cents. Reality and words are often not in sync. He expects a similar path with China. Having said that there are more difficulties with China.

They dominate the aerospace sector. Great company but the valuation is stretched. They sold it when trading at $250. They missed a little upside. There is a risk attached to every incremental win and he feels this is more like a momentum stock at the moment. Buyer beware.

It is a healthy addition to a portfolio. Trades at 15 times earnings. He thinks it will grow 10-15% going forward.

It is a good deal. Frustrating the fact that it is so lumpy. A company that is in the business of rewiring America for 1-Gig technology. A technology we all are going to need. It is going to be many many times faster to download data. Needed for HD. Big customers. Giants like AT&T and Comcast. Long term this is a company that will reward shareholders.

It is interesting that they are investing into Canopy. He thinks it is more like a hedge for them. In the context it is a cheap hedge. This shouldn’t be the basis to invest in the stock. The marijuana space is nascent. He wouldn’t analyze the company with that component. He wouldn’t invest in this stock.

He has been frustrated with it. While many housing related stocks are suffering given interest rates rising, he thinks that we are still in the very low interest rate environment. He thinks that people worry about changing level of rates, but that would throw off the housing market. His average client is exposed 0.25% to this name.

It is getting traction. He thinks it is going to be part of the solution to the health care problem in the US. Everybody is traying to solidify the relation with the patient. They are well positioned to do that with a lot of locations. 13,000 drugstores in the US. Most health care issues are not urgent. Companies like this are vertically integrated creating alliances with other companies in the health care chain. It is going to do well in the long term. Be patient.

(A Top Pick November 10/17 - Up 16%) Still like it. A foundation investment in the technology area. All their metrics are good. Capital spending at $17 billion. They are leading in the autonomous driving. We are all looking and searching. Sounds elementary but it is a great source. Great hold.

(A Top Pick November 10/17 - Down 5%.) Continuous to like it. They have had some issues similar to what Canadian companies have in terms of not being able to get the product out. Not enough pipelines. It is happening in the Permian Basin, in Texas. Easier to solve there. He is expecting $2 a share in 2018 in terms of earnings and $3 next year and the stock is going to reflect that.

(A Top Pick November 10/17 - Down 17%.) They had a great year in 2017. Also, other builders. Not so much so far in 2018. Higher interest rates are a negative for the housing market. But there are many positives on the other side of the page. Unemployment is at the lower level since the 60’s. Wage growth at 2%. For homebuilders’ supply is the problem not demand. Revenues up 7%, earnings up 70%. But the market doesn’t like it because interest rates are going up. That creates an opportunity in his opinion.