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Today, Cameron Hurst and Hap (Robert) Sneddon FCSI commented about whether UNH-N, MCD-N, TECK.B-T, YRI-T, PBH-T, BMO-T, CM-T, DSG-T, GS-N, C-N, BAC-N, KEL-T, XBM-T, BCE-T, RDS.A-N, RNX-T, ANTM-N, JNJ-N, KPT-T, MSFT-Q, XLU-N, IHI-N, TEVA-N, WFC-N, MOS-N, ETFC-Q, DWDP-N, BDX-N, META-Q, INTC-Q, PYPL-Q, CELG-Q, C-N, AGNC-Q are stocks to buy or sell.

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DON'T BUY

It has a bit of life breathed back into it. However, it is a semiconductor company. The whole complex has rolled over. Some of the names have been hit hard. They broke on relative strength.

DON'T BUY

It's down from its peak by about a third. It had a bit of a crowding impact and then really got hit hard. Their numbers aren't terrible. It cannot continue to grow at the pace it has done. People need to reduce risk even though this one is not that bad. You can't go back into it yet.

PAST TOP PICK

(A Top Pick Nov 07/17, Up 10%) Their big thing is drug delivery equipment. They have a lot of things going for them. They had a messy quarter. It is why he prefers to use ETFs for this. It was not a small pull back for them. The acquisition gives them some synergy on costs.

PAST TOP PICK

(A Top Pick Nov 07/17, Down 16%) It was tough. They seemed to be in all the right spots. There is a lot of value. It takes time after an acquisition. They plan to divide the company up into two different parts so they are not competing as they were as two companies previously. Don't go back into this one.

PAST TOP PICK

(A Top Pick Nov 07/17, Up 20%) He was looking for twice this rise. He stopped recommending it. It has come back a long way. They have to pay higher and higher interest on cash balances in traders' accounts due to their competition doing this and the pressure is a lot of what has caused the pull back. He would hold off on it at this point in the cycle, even if it could get take out.

N/A

Impact of Trade War on US Credit. We have not seen a major retrenchment in the US. We are not seeing lower liquidity as there is a tightening in US credit, as we are in Canada. In the US there is impact from the trade war but not on credit. All the metrics are okay.

DON'T BUY

We are late stage in the market. He suggests MOO-N because it is a larger basket and you diversify your risks. This is not the time to go for yield.

DON'T BUY

It is a big bank but has more regulatory issues than the others. He would not own any of the right now. See Utilities for yield. (Analysts’ price target is $62.00)

DON'T BUY

It is a big generics play. It has been run fairly well over the years. They are reducing debt. It is okay. There is going to be a lot of selling pressure at the $30 level. Quarterly numbers are okay but there is so much out there that is better. He would use a health device and equipment ETF (IHI-N).

PARTIAL SELL

What to move from insurance into. Insurance has not been fantastic, but it has not blown up like Tech. Insurance flattened out. The picture is not that great for them. He would not want to be overweight on them.

TOP PICK

He likes medical devices – worldwide hospital spending, changing demographics. It has great tailwinds. They are less politically charged than drug prices.

TOP PICK

Utilities. He thinks rates are going higher but less so now. They are not as big a headwind as they could have been. The top three names are renewables. You have better predictability of revenue, which is good in a downturn. They are definitely defensive.

TOP PICK

They have 18% top line growth and are killing it in cloud. It has recurring revenue and high growth. It is not trading at a crazy multiple. He thinks it can hang in in a downturn. (Analysts’ price target is $125.69)

COMMENT

The big sell-off today was caused mainly by the strong U.S. dollar which is inversely correlated to China. Anything not U.S. has been hurt. Since 1946, 12-month returns after the U.S. midterms are 100% positive at an average return of 10.5%. The dollar is dragging markets down as investors flock to it. Also, American companies have been repatriating US dollars in massive amounts since January. There's a massive increase of 7-8 times compared to previous years. Add to these worries over US tariffs on China, which he feels is temporary. Base metals today actually performed well, so he sees this as investors viewing the US-China standoff as a game of chicken that both sides will push to the wire. He feels there'll be a resolution. The market is looking for a place to hang its hat, because the market has been oversold.

DON'T BUY

A down trend with resistance at $10. It could move back up, but there's nowhere to hang your hat on this chart. There's no base in the price.

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