Latest Stock Buy or Sell? Make More Informed Decisions!

(Past Top Pick Sept. 13, 2017, Down 8%) They recently bought Spartan Energy, so how will they integrate it? Their margins have been squeezed. Their plans to expand German assets has been delayed a bit. The share price has fall to the point where they pay a 7.3% dividend which is safe. He still believes highly in Vermillion.

A past top pick. The problem with construction companies is that they're much more volatile than the engineering ones. SOX is more construction, less engineering, and more dependent on the Alberta economy. It has a lot of upside from here, but it's riskier than peers Aecon, Stantec and SNC Lavalin.

OIl and gas has been under a cloud. SU is now very inexpensive and an excellent buying opportunity. It has some of the best assets in Canada, especially downstream, and is the most profitable refiner. Margins are improving and they are buying back stock. Dividends should improve in the next few years. (3.2% dividend, Analysts price target: $61.63)

An unhappy hedge fund and shareholder which insists that HBM halt a big acquisition. HBM is languishing more than its peers. Their upcoming projects like Rosemount have been delayed, but their primary investment is performing quite well. Some quarters have seen some setbacks. Now, the stock is very cheap at 60-70% book value, a buying opportunity. (Analysts price target: $9.93)

Bought it a long ago and took some profits earlier this year. Because the stock price has since fallen, it's now a good time to enter this stock. They're the biggest coach and bus maker in North America. They service the after-market. Their book-to-bill is good. He expects good things to come from this company. (Price target: $63.33)

Today was a rough ride for stocks. We've reached a turning point in sentiment, that's for sure. The markets took out the lows. We're in the middle of a correction, just like in January. The lack of volatility has lulled some investors. We're not out of the woods yet. The TSX is down 8% YTD. Maybe we could rally by the end of 2018, but to recover that much is a tall order. He expects Canadian earnings, coming in early November, to be good. The US Midterms are in two weeks, a time which is usually good for American stocks. He thinks the Midterms are a wild card. Maybe the Democrats will win, though polls have been wrong. Canadian interest rates went up today. That's the right move. Unemployment is at historic lows and inflation is still contained. Low rates are not needed anymore.

They met yesterday's earnings. They've come a long way in past years to become the best railroad in its class. This has outperformed the TSX in the past 16 of 22 years. Trades at 17x earnings. Expects earnings growth. Definitely
consider it, especially for the long term. He respects it.

Still confident with TD. It continues to trade at a premium to its peers due to its outsized presence in the States. It's one of three Canadian banks he owns and he's very happy to. 3.7% yield.

He owns the holding company instead. A great company, well managed. BIP is not meant to be a capital appreciator and will trade within the $25 range. But own this for a stable, tax-advanted cash flow through its safe, sustainable dividend of 5%.

The Canadian banks are value creators. RY is the granddaddy of them all. Ignore the short-term pullbacks and consider 5 years or more. RY will eventually rise above $150. The banks always grow their dividends around 5-7% annually. RY is the leading capital markets business and commercial and personal bank in Canada as well as wealth management. They have a good U.S. business. If you bought this recently before the correction, just hold on.

They just bought Choice Properties reit from Loblaw in a complicated deal. This creates a lot of cash flow that will likely go towards M&A. He suspects WN will invest in healthcare to synergize with the supermarkets. The bakeries, though, make up only 6% of the business and he's not thrilled by them.

The 10% dividend isn't safe. They bought WGL in 2016 and this expensive deal just closed. The market didn't like it. ALA now has a ton of debt and it's paying it down by spinning off the Canadian assets. The market gave it a giant yawn, so ALA had to lower the IPO price. He doesn't like the management. Look elsewhere for a stable divide

A troubled bank. Problems with mortgages last year sparked a plunge in investor confidence and a stock sell-off.
He avoids laggards in a sector.

Deals in staples with inelastic demand, running stores in Alaska and remote northern Canada and isolated parts of the South Pacific and Caribbean selling food and general merchandise. These areas are so remote that there is no competition from e-commerce. These are natural monopolies, so NWC enjoys higher margins than a grocer. They're rebuilding their Caribbean stores after the 2017 hurricanes. (4.55% dividend yield, Analysts; Price Target $32.40)

Recently added to his position. Offers non-cyclical stability. 97% of their assets are rate-regulated which insulates shareholders from changes in commodity prices and economic conditions. It pays a consistent and growing dividend which will continue to grow at 6% annually in the next five years. Thre's also a $17 billion capital expansion plan. (4.17% dividend yield, Analysts' Price Target $47.43)