Today, Norman Levine and Darren Sissons commented about whether PUK-N, BN-FP, 1038 - HK, BTI-N, NVO-N, RDS.A-N, VOD-Q, AEG-N, JMHLY-OTC, AVGO-Q, KNEBV-HEL, INFY-N, HSBC-N, BABA-N, MSFT-Q, DIS-N, TD-T, IBM-N, ING-N, ROR-LSE, LXS-DE, NXPI-Q, WFC-N, GS-T, ENB-T, OSB-T, WSP-T, VET-T, BNS-T, LB-T, MFC-T, SNY-N, OTEX-T, RECP-T, MG-T, LNR-T, FDX-N, NTR-T, CNR-T, ARX-T, KRE-N, DOL-T, BBD.B-T are stocks to buy or sell.
Market Outlook From a macro market perspective the US election has been a blessing. Under the Trump Administration being a global investor has been tough. Lots of arbitrary policies. Gridlock is good for the markets. In December the Fed is going to increase the rate, based on the metrics they are seeing. But the rate increases has to be moderate because if the US starts to suck up too much global liquidity from the markets, countries start to defend their currencies. Some countries are down 50%. Thailand looks very interesting. He would stay away from Brazil and Turkey. There are opportunities in EM but maybe it is a little too early.
This is a UK industrial. They make on/off switches controlled through electricity, gas or oil. The applications are nuclear and refineries. When the Saudis tried to manipulate the price of oil the stock price suffered. They picked it up there and had a very good run since. Very strong balance sheet only 5% debt. Dividend is growing. Had a big run, you can buy this on a discount. Very good company.