Latest Stock Buy or Sell? Make More Informed Decisions!

(A Top Pick Aug 11/17, Up 62%) A great company, though he’s sold his position. Multiple is astronomical. A higher risk stock. If you’re a risk-taker, pick some up on the dips. But he’s on the sidelines. Not a stock for the faint of heart. (Analysts’ price target is $213.98.)

(A Top Pick Aug 11/17, Up 2%) Hasn’t done much, though a good company. With gas line approval in BC, should be lots of work. Sideways action, dividend is indifferent. Need some excitement to get investors interested. Not a bad hold.

(A Top Pick Aug 11/17, Up 3%) Thinks the market’s wrong, overreacted. Second-largest bank in Mexico, so the new NAFTA should help them. Growth in Central and South Americas should help them. A good time to get in.

Ford just announced it’s cutting jobs. Not too surprised, because Ford did badly in sales compared to GM and Chrysler. Looking at where they can make cuts, and white collar workers, and AI, means you can eliminate some bodies. Tariffs were a horrible threat.

Always been a fan, especially for clients who require cash flow. Because of its dividend, it’s considered interest sensitive and it gets sold off. Broad representation of the telecom industry. Management is on the ball. Safety factor is that they’re Canada-wide. Loves the dividend, you’re not looking for a big capital gain. Dividend increase in next year or so is quite likely. (Analysts’ price target is $59.52.)

Sold out a couple of years ago, and he regrets that. Into propane, diesel fuel, distribution. Yield is OK, just under 3%. Fully priced right now. Good company if you’re buying for the long term. In a niche that hasn’t been affected by oil price.

Intermediate oil companies like this one have been awful. There’s been a migration out of these stocks by the big investors. Price of oil has gone up, but these stocks have not. Won’t see increases until the industry consolidates. Reasonable dividend. Hold it if you own it, but otherwise stay away. (Analysts’ price target is $12.81.)

Different from typical TSX-listed stock, as many assets are in Europe so the risk element is significantly less. If you own it, hold on to it. Not a bad buy on a dip, in the under $40 range. A target of $50 is a possibility. (Analysts’ price target is $55.82.)

Defensive portfolio strategy. Easiest way is to concentrate on dividend paying stocks. Think “cash flow,” such as with BCE, or a utility covered call ETF. May have some downside in the short-term if the market really takes a hit, but in the long run you get your cash flow. These kind of stocks sell off only so far, then the fact that they’re paying a good dividend gives them support.

Avoid this sector. Competitive, paper-thin margins. Other sectors pay better dividends and have less volatility. Not enough of a dividend to justify holding through the sideways motion.

Likes it for the international exposure. Excellent longer-term strategy of making acquisitions in Central and South America. Good way to diversify into banking outside of Canada. Yield is better than other banks. Not a bad time to buy. A buy and hold, clip your coupon stock. Yield is 4.5%. (Analysts’ price target is $85.27.)

Has developed more of a liking for the broader market, rather than the low volatility US stocks they used to hold.

Not as happy with China content, so picked an ETF with higher Korean content. EM sector is going to do well. Concern about tariffs is overdone. Maybe 5% of your portfolio, not 70-80%.