Latest Stock Buy or Sell? Make More Informed Decisions!

Market. He thinks the emerging market jitters is a leading indicator for market sentiment -- an indicator of market liquidity. Another indicator is peak debt issuance. A lot of little signs, including slowing global growth. He sees the cannabis mania as the play out of the “greater fool” theory. He thinks the TSX is breaching keep support levels and thinks there is further down side yet to come. He is 25% cash right now.

He likes the concept of active management. However, you need to be aware of the funds mandate. As an ETF, it will be very limited in its management. This fund is limited to emerging markets, which he feels is the not the best asset to be adding to right now.

The last quarterly earnings report was a bit of a miss. He is concerned about the flow of liquidity on this one as there is a bit of a leap of faith on this. This is a huge momentum name and now that investors may be getting a little nervous there is risk of this falling further.

This is a mid-cap company. You have to be careful as a deposit franchise like this are under pressure as competition is increasing on margins in deposits. He thinks credit provisions may soon tighten for deposit holders and this could be the nail in the coffin. He would wait until it trades above $14 to become interested.

He thinks semi-conductors are heading down. He would sell this one – especially as the momentum is coming out of this sector. Another 10% drop in the sector overall, could cause another major fall in value.

He likes the company and sees it as having great growth potential. The problem is the valuation is very rich and needs more time to grow into the multiples of today. Earnings will be released soon and that could provide some support.

He likes the company and thinks it has triggered some stops along the way. He thinks the asset management space has fallen behind market momentum and time has run out.

The materials and industrial space have come under pressure and the company has had two negative earnings in a row. As a rule, he never invests in companies that have done this. He would wait until the results reverse.

He loves to love this company. They hang in through any cycle. They have to make sure they get the professional market right and wonders if Amazon may be making it tougher. The valuation is still in line with 10 year historical. He would continue to own it.

He is wondering what their strategy is going to be over the next five years. The business is very mature and he thinks it will require another capex cycle. He wouldn’t step in right now. He would keep watching it for now.

He hasn’t evaluated the fundamentals lately, but he sees them continue to meet earning calls. It looks okay right now and likes the sharp corrective move lately as it feels more bullish. It has a loft valuation, but would continue to give it rope.

The problem is that following a multi-decade interest rate decline, a rise in interest rates going forward will impact this as it is viewed as a bond proxy. It is an interest rate issue. This is not the time to step in right now.

They have a good cash float, which will lead to a share buyback, he feels. He sees resistance at $90-$100, which will be tough to battle through. He would suggest taking a loss if you hold this one, because the future capex requirements will be more expensive as interest rates rise. He would prefer IHI-N if you like the healthcare space as he does.

This is the best of the financial sector stocks, he feels. It has a great dividend and strong balance sheet. If the macro economies do well it will too. They can do buybacks and trades at 1.75 to book value. He thinks national credit provisions for losses will be a key sell signal – when they tighten, get out. Yield 2%.

They have instituted a share buyback and took a beating on earnings. Storm clouds are starting to form in the space. He thinks further selling could be coming soon.