Daily Stock Opinions and Ratings

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Today, Cameron Hurst and Stan Wong commented about whether XLP-N, PFE-N, MA-N, SQ-N, AMT-N, UTX-N, JD-Q, SBUX-Q, VGRO-T, V-N, BIDU-Q, VWO-N, ING-N, META-Q, MFC-T, ZWH-T, BAC-N, ZWE-T, UNH-N, WMT-N, AMLP-N, XLRE-US, XLV-N, AAL-Q, GLW-N, SQ-N, TEVA-N, MU-Q, IAI-N, DWDP-N, RTX-N, CVS-N, HXS-T, DLTR-Q, GS-N, UNH-N, TTWO-Q, CSCO-Q are stocks to buy or sell.

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DON'T BUY

He would not buy airlines now. There is price competition that makes things tough. It has become very volatile. He would prefer others if you had to be in airlines.

TOP PICK

You want to focus your portfolio on leadership. He likes healthcare late cycle. These tend to have a higher cap. This is the largest diversified exposure in his portfolio.

TOP PICK

Their real estate exposure is US: Industrial, healthcare, office and digital data centers. He prefers this one because it has a bigger share of the specialized REIT sector.

TOP PICK

Mid–stream and pipes. He thinks oil will be higher in 12 months. Pipelines capacity is constrained. Global growth continues. They have pricing power. You need oil to work.

COMMENT

Market Outlook - The inversion of short end of the yield curve is probably affecting the markets now. Probably some algorithms also had a part. He sees a triple bottom on the market now which is a bullish situation. The China-US trade situation seemed to have a truce. There are also worries about a recession. All these factors have come in and affected volatility. Expect volatility to be high in the short term. There is an opportunity to be tactical and move into more defensive names with stable earnings and high ROE.

BUY

Generally speaking it is good to get into names like this at this stage of the cycle. Trading at 20 times future earnings. Growth is light. Dividend is about 2.2%. E-commerce initiatives are improving. Longer term there is a demographic challenge for them adjusting to the millennial purchasing preferences.

BUY

Looks very strong. The technical strength is strong. PEG ratio is 1.4. Likes it. Longer term, 1 year, 24 months this is a good place to be.

DON'T BUY

Buying a basket of European stocks. Europe is not a space he likes. 1.5% annualized growth for the next couple of years. He prefers a similar covered call strategy but with US based companies.

COMMENT

What sectors would you look at for the next couple of months? 75% of the time December is a positive month for stocks. It is the best month going back to the 70's. So he would look at the cyclical names. Financial names have been beat up too much and there is an opportunity for trade. If you are looking a couple of years out and looking for income, look at the consumer staples, health care and some utilities.

COMMENT

What is your opinion on US financials? The concern is the inversion of the yield curve. It is cheap here. He wouldn't own it longer term if the economy starts to slide but he feels there is an opportunity to trade here.

BUY

He likes the US financials. This company trading at 9 times next year earnings. Close to one time book value. He thinks it is cheap. Loser regulatory environment favors this company. One of the largest holdings of Warren Buffet at the moment.

COMMENT

How does this ETF compares to BMO US High Dividend Covered Call ETF (ZWH-T)? They invest in the same underlying assets so are basically the same. He is bullish on the US dollar. So he prefers this one to ZWS which is hedged to Canadian dollars.

DON'T BUY

The chart for this stock doesn't look too attractive. Valuations seems relatively cheap but he prefers to wait until sentiment improves.

PAST TOP PICK

(A Top Pick Dec 07/17, Down 23%) Had it for along term. It is not about the fundamentals but the sentiment has been pretty negative. They reported 15 quarters of positive earnings surprises but nobody is looking at that right now. Still like it but has some stop losses on it.

PAST TOP PICK

(A Top Pick Dec 07/17, Down 33%) They are absolutely out of Europe. Growth is weak.

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