Latest Stock Buy or Sell? Make More Informed Decisions!

They dominate this space, but are expanding into growthier areas. They are seeking a new CEO, so until then just wait. Need to know their strategy.

All tech stocks have come off, Alibaba's valuation was always excessive, and Jack Ma has stepped down so who will step in? She's looking at other tech stocks that have better fundamentals.

Well-run. Maybe buy it during this pullback and she is certainly watching it. The U.S. has picked up oil demand, so Emerson's orders have grown.

Their end markets aren't growing that quickly. They've made some acqusitions (buses and coaches) and are driven by cities ordering new buses. They're positioned in the U.S., so NAFTA's signing may have lifted an overhang. Valuation is okay, but not great. Nothing to compel her to own it.

(Past Top Pick Oct.10, 2017,Up 10%) Their pharma is doing quite well. All health companies are facing patent losses, but J&J is positioned to weather this, because they're launching 10 new drugs in the next 18 months. In this defensive
environment, this should hold up well. Have been increasing their dividend for 56 years, now paying a 2.5% yield.

(Past Top Pick Oct. 10, 2017, Up 4%) Hasn't done much in the past year. A global leader in snacks, which grow faster than other consumer staples. Likes it as secular play for growth in emerging markets, with 40% of revenues there, and 60% outside North America. Starting to see some improvement, but watch the strength of the US dollar which pressure EM. Got a new CEO in December, who is reinvesting the business to grow the topline.

(Past Top Pick Oct. 10, 2017, Up 9%) Still likes it. They're positioned well and should benefit from the BC LNG deal announced last week. Likes last year's Verison acquisition because of long-growth prospects like L&G in Oregon. Just raised their guidance. Yield over 5% and have been raising it. Good balance sheet and 53% payout ratio.

Never bought it because of high valuation. Had a weak quarter and reduced guidance. It's starting to look attractive if you have a long-term outlook. Still trades at a premium to its US peers, though it's better position in Canada. Also new competition coming, though DOL denies any impact. They could increase their price points. There could be tariff impacts since they source goods from China, though DOL they haven't felt it. She may buy it during this pullback.

Catching a falling knife as they resposition, selling a few businesses and using some proceeds to buyback stock and de-lever. There's little growth in their existing businesses and they're facing tariffs from products they buy from China. A lot of uncertainy in the coming year. Not confident in their earnings numbers.

They lowered their operating ratio target, which is good, so the stock rose. She likes rails and actually owns CN Rail. Long-term, rails will do well, gaining business in crude oil. Rails will do well if the economy does well. They see good volume growth and pricing. Maybe not buy more but wait instead.

She likes rails and owns CN Rail. Long-term, rails will do well, gaining business in crude oil. Rails will do well if the economy does well. They see good volume growth and pricing.

Has been buying during this pullback, which is an attractive entry point. Their outsourcing businees are long-recurring revenues, which are a defensive cash-flow stream. Seeing good growth in consulting as cybersecurity grows among companies. But pays no dividend. Positioned well, and about to make a purchase which will grow the company.

They sold their non-core assets to de-lever, are simplifying their corporate structure and the Line 3 got approved. So, they fulfilled all their plans. But it's pressured by rising interest rates. Nice 6.3% yield which is safe and will grow. An income investor could buy it here.

We knew rates were going up last week and the US got good jobs numbers, so their economy is sound. I guess now the market realized that rates will ramp up. She's glad to see the 10-year yield curve rise to 3.2%, while the spread between the 2- and 10-year is now 3-4 basis points vs. 25 points last month. The US Fed said it would increase rates once more this year and three in 2019, so we need rates to rise to counter a recession down the road when the yield curve inverts. Earnings should be very good this quarter, and up 22% in 2018. We need that profit growth from the U.S. in Q3. The big question is what happens to the tariff impact. Friday we see the bank earnings and this will be critical. Tech stocks got ahead of themsleves, so this pullback is healthy. We need rates high enough to cut later when the recession hits.

Pipeline or a bank for an RRSP? Buy an income stock in a non-registered account to get the dividend tax credit. Put growth stocks in an RRSP, so you can shield the capital gains for as long as possible. The pipelines pay a higher yield than banks. Put the banks in the RRSP and the pipelines in non-registered.