Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Paul Gardner, CFA commented about whether BCE-T, Y-T, WIR.UN-T, BNS-T, ATD-T, VET-T, TD-T, BTE-T, ALA-T, CUF.UN-T, ENB-T, IPL-T, CHP.UN-T are stocks to buy or sell.

COMMENT
What would you recommend in term of bond trading at a deep discount? - He has some bonds on Energy company. He suggest getting 1.5% over Government of Canada Bonds. If you are going to own these bonds you have to sit on them. Liquidity for retail investors is difficult. You have to let them mature.
COMMENT
Canadian Banks have done incredible well. He has always been concerned with the Latin America as the area is not that stable as North America and this bank has exposure to that area. In late cycle usually this bank outperforms but it is not worth the risk in his opinion. It is rather cheap-ish here. but he probably will never own it.
TOP PICK
He really likes the industrial sector. All their properties are in the US and in secondary type of cities. most of their tenants are logistic firms. 99% occupancy. Well run company. P/FFO is 14x. Yield: 6.0% US exposure trading in the TSX. Cheap. (Analysts’ price target is $15.01)
TOP PICK

Convertible 8% 2022 Bonds - They always have owned the convertible not the equity. It is a restructuring story. They think it is better to be in the convertible because they have a good yield and it is ahead of the equity holder.

TOP PICK
Balance sheet is pristine. The payout is not extremely aggressive. He likes telcos over cable. Estimated P/E: 16x. Yield: 5.4% On a EBITDA trades at 7x which lower than the historical average. (Analysts’ price target is $58.56)