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Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Bruce Campbell (2) and Tim Nash commented about whether SDG, CHGX, HEMP.V, OLED, LAC.TO, PEGI.TO, PIF.TO, HASI, CWW.TO, CRBN, ABBNY, TGOD-CSE, BEP.UN.TO, INE.TO, CSIQ, PHM.V, VGW.CN, CNNX.V, CXXI.CN, CTC.TO, VLE.TO, POH.H.V, CHR.TO, MEG.TO, SVI.TO, BEW.V, RHT.V, TRST.TO, GABY.CN, PLI.TO, CHH.TO, TGIF.CN, BUS.V, TSGI.TO, GC.TO, GSY.TO, APHA.TO are stocks to buy or sell.
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WATCH
It has pulled back in price more than he expected. Their Air Canada billable hours should have kept their revenues fairly steady and jet fuel prices have been falling. He thinks the market is concerned over next year's negotiations over billable hours. Their leasing business is expected to continue to be strong. He is watching it now and believes the attractive dividend is safe. (Analysts’ price target is $9.25)
Transportation & Environmental Services
BUY
They run a huge cannibas store in Las Vegas, which opened Nov. 1. He has been in since the RTO. The revenues and the number of customers has been higher than expected and they have the best location in proximity to the Strip. Thre is lots of runway and the stock looks cheap. (Analysts’ price target is $5.00)
Bruce Campbell (2)Owned
food stores
HOLD
He does not own it presently. He is surprised at how it has pulled back -- thinking it is based on general market conditions. He thinks they did an excellent job with Mark's and SportChek and expects another acquisition over time. As long term investor should continue to hold. (Analysts’ price target is $185.00)
specialty stores
BUY
He owns it and says it will become one of the most profitable companies in the US cannibas space once it closes it Nevada acquisition. The market has reflected the concern over the closing. It should be closed by early-January, he thinks. They have financing he believes with a banking interest. Management sees 2019 exit around $79 million revenues and 30% margins. With postivive cashflow next year, he thinks this leaves room for further acquisitions.
Bruce Campbell (2)Owned
0
TOP PICK
He thinks the US is going to be a real focus. They started by having a Washington state cannibas acquisition and received a cash injection and another merger with a company that has premitting experience. Management expects it to go from 5 times earnings towards industry average 13-15 times. He thinks they could earn more regulatory licenses going forward. YIeld 0%. (Analysts’ price target is $1.80)
Bruce Campbell (2)Owned
0
TOP PICK
These guys are focused on extraction in the cannibas space. Over 50% of the US business in this space is focused on extraction and the thinks Canada is headed in this direction. They have signed a number of supply agreements and thinks the stock trades cheap. They have a partnership that produces water-soluable technology which would allow them into the beverage space. Yield 0%. (Analysts’ price target is $4.50)
Bruce Campbell (2)Owned
agriculture
TOP PICK
This is combined entity of Patient Home Monitoring and Biomed. They develop monitor services for the home. They have cleaned up their accounts receivables and it trades at less than 6 times earnings compared to competitors at 13 times. Yield 0% (Analysts’ price target is $0.50)
Bruce Campbell (2)Owned
biotechnology
COMMENT
It's been a rollercoaster lately. It's been tough. But always take the long-term view. He's a "decade" trader. This year could be a write-off, the market this fall having sold off January's highs. It's a buying opportunity--he may wait until January to buy. The market fundamentals say the economy is doing well across the board. It comes down to investors feeling nervous who are overreacting to headlines. Fundamentals say that there's still room to run. PE ratios are lot more reasonable now. He would put money to work now. Buy into weakness. There are definitely some good stocks out there. Green investors are less interested in the state of the market, but rather the state of the enivoronment and climate change. They feel pessimistic.
DON'T BUY
BUY
A Quebec renewable energy with a good yield over 5%. It's a safe haven for green investors. Overall, this sector is great if you want to invest green that pays a stable return. These stocks are holding their own during this downturn. These utilities attract long-term, patient capital.
electrical utilities
BUY ON WEAKNESS
It's fallen so far that the dividend is 7%. BEP works well for older investors who want that dividend, but don't expect big stock growth. It's a blue-chip stock in Brookfield. There's a little growth in their pipeline. With this serious pullback, there's no problem adding to your position to capture that higher dividend. This space offers less volatility than the market.
Tim NashNo
Utilities
COMMENT
This sector is bought on sold based on news, so it's riskier. He likes TGOD because they focus on organic products, so this brand could tap into that audience and do well. He stresses that this sector is volatile, though great long-term potential. TGOD is among the best of organic weed stocks. The sector will rebound, but will take time.
agriculture
WATCH
Are they connected enough to green? They focus on smart grids, building grids that connect renewable projects. Now is an interesting time for grid development. Many, like Ontario's, are ancient and need updating. ABB is a play on smart (adaptive, responsive) grids, which are really expensive. If there's more infrastructure spending to update the grid (that needs to be done, but face political reluctance), ABB would benefit. Smart grids have enormous potential.
electricalelectronic
PAST TOP PICK
(A Top Pick Sep 04/18, Down 8%) This tracks the all-country index and slightly modifies the weightings based on carbon footprint. This is a low-carbon, all-country ETF. This has gone down in tandem with the global market. This is way to play low-carbon globally.
Tim NashNo
E.T.F.'s
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