Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Teal Linde commented about whether LNR-T, AL-N, TD-T, IPL-T, BCE-T, T-N, SLF-T, MET-N, PBH-T, FIVE-Q, MU-Q, LB-T, MG-T, NFLX-Q, DIS-N, GE-N, ECA-T, MFC-T, AMC-N, TWM-T, RY-T, OTEX-T, NFI-T, BAC-N, KEY-T, CSU-T, TSLA-Q, G-T are stocks to buy or sell.
- Page 2/5
- Next Page
HOLD
This company has done well from acquisitions and from the replacement cycle. That cycle is cooling off and the order book is coming off. It is starting to reflect the slow growing nature of the bus market. They did very accretive acquisitions a few years ago and the tail wind is wearing off. It is trading where it probably should be.
Automotive
PAST TOP PICK
(A Top Pick Sep 11/17, Down 0.1%) It was recommended as a new mid-streamer. It was trading at half the valuation of the other players. He thought it would get re-rated up but the sentiment in the sector is so bad. They have made agreements that will come on stream next year. It should provide upside for the stock.
gas pipelines
PAST TOP PICK
(A Top Pick Sep 11/17, Up 14%) Mostly the return is based on dividends. They increased them. There is no talk of premium video on demand. Because of the selloff in the market it is back down to where it was a year ago. It is trading at a 70% discount to CGX-T even with the recent sell off. The industry is better now than it was a year ago.
entertainment services
COMMENT
You have to look back 40 years. They realized that manufacturing would be challenged and so became a financier. It came to an end in 2008 and now they are going back to manufacturing, which they knew would be a touch business. That is why they are suffering. It is difficult to succeed at it.
electrical
electronic
DON'T BUY
It is the only bank in North America with a unionized work force (37% of it). They are trying to come to an agreement so they can have more online services to customers. The other banks that are non-unionized have more flexibility. The valuation is cheap but so is CM-T. You could own LB-T but he prefers the other ones.
banks
