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Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Peter Hodson commented about whether CCL.B.TO, GC.TO, BYD.TO, WEF.TO, RSI.TO, TV.TO, BIR.TO, BPF.UN.TO, ZCL.TO, TSGI.TO, TFII.TO, BBD.B.TO, PHO.TO, ABST.TO, CLS.TO, DOL.TO, PAT.V, PBH.TO, COV.V, PLI.TO, GSY.TO, BUS.V, AD.TO, ET.TO, FRII.TO are stocks to buy or sell.
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N/A
Market. It is like 2008 as we slide to a crisis according to people's fear. People sell a solid company for missing a quarter. Investors are looking over the cliff, but he looks at the company and finds it is a buy at that value. Be a long term investor, not a three month investor. If we get a recession or slowdown of, say 9 months, what does it matter if you have a 10 year time horizon? The scenarios and economic fundamentals are quite different now than in 2008.
Peter HodsonUnknown
DON'T BUY
He likes the restaurant but not the stock. It was a broken IPO. They are going to get rid of the bottom 10% of the stores. They missed expectations. We are getting into tax loss selling. He thinks they might privatize them down the road because the market will not appreciate them down the road.
food services
WAIT
They came out of nowhere and won some big contracts. After a slump in orders some just came in. There is a much larger company in the space that has recently disappointed investors in terms of share price. It will weight down this one. Don’t step in now. Wait till the new year and take another look.
Transportation
BUY
They beat their numbers and came out with 2019-20 forecasts. Their consecutive growth rate should slow down. He thinks their share price is cheap. They are well financed. They have 5 solid years of history. At nine times earnings and 20% growth with a dividend that has been raised over time, he would be a contrarian and would step in now.
Financial Services
SELL
He has been disappointed in the company but in clinical trials and the FDA process, things don't go as well as you want. They ran into a cash crush so they extended the terms of their debt. It is way down and the time-frame is extended. You should move on. There is tax loss selling.
biotechnologypharmaceutical
BUY
It is back down to 19 times PE. They were experiencing cost inflation and toned down market spending. They got punished for thinking long term. They are a stable food business. Their guidance was not that bad. They have done nothing but create shareholder value for 5 years. They are now getting punished. It makes no sense to a long term investor.
food processing
HOLD
He is fine continuing to hold it. They have a ten year history of creating value for shareholders. The short report was criticizing the company for being successful and having high margins. They are not at the limit to which they can grow and after that they will be a pretty attractive takeover target.
Consumer Products
PAST TOP PICK
(A Top Pick Oct 18/17, Down 14%) They lost a couple of contracts. Since then they spent money on new acquisitions and set up future growth. The balance sheet is not that bad and they should recover. He would hold on.
Peter HodsonOwned
electricalelectronic
PAST TOP PICK
(A Top Pick Oct 18/19, Up 4%) Investors are appreciating the steady cash flow. Some day they will be an acquisition target. They have a great niche in the market. They have the ability to grow, although it is not a giant market.
Peter HodsonOwned
computer softwareprocessing
PAST TOP PICK
(A Top Pick Oct 19/17, Down 37%) They are debt free and have a ton of cash. They will be here for the next uptick in the economic cycle. They were still profitable last quarter. Don't throw in the towel.
Peter HodsonOwned
electricalelectronic
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