Daily Stock Opinions and Ratings

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Today, Kash Pashootan and John O'Connell, CFA commented about whether JPM-N, SWK-N, GS-N, ATD.B-T, BTE-T, CNQ-T, ENB-T, ALA-T, GS-N, WFC-N, ACN-N, MSFT-Q, AAPL-Q, META-Q, TRST-T, TWTR-N, OTEX-T, NVO-N, SHY-Q, DIN-N, BNS-T, CM-T, SU-T, CNQ-T, KEY-T, MG-T, GE-N, AVGO-Q, LYB-N, GM-N, TFII-T, NFI-T, NA-T, TD-T, ENB-T, JNJ-N, MA-N are stocks to buy or sell.

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COMMENT

CNQ-T vs. SU-T. It depends on your appetite for volatility and your expectations for returns. CNQ-T is a bet on oil. SU-T is more defensive but with less upside if you get the timing right on the price of oil. SU-T has a good opportunity to step in.

BUY

COMMENT

CM-T vs. BNS-T. There is a divergence in the Canadian banks between revenues sources and price to earnings and dividend yield. CM-T is latest to get into the US and BNS-T was more focused on Latin America. These two are trading at the most attractive valuations. The lower valuation is justified. There is something to be said about the stability of the US revenues with other Canadian banks.

COMMENT

CM-T vs. BNS-T. It depends on your appetite for volatility and your expectations for returns. CNQ-T is a bet on oil. SU-T is more defensive but with less upside if you get the timing right on the price of oil. SU-T has a good opportunity to step in.

COMMENT

GICs - Interest Rate Outlook. If you buy GICs over equities because of volatility, they make sense. If you buy them for cash flow, GICs will not give you the same cash flow as equities if you can live with the volatility. There is not the opportunity for share price appreciation in equities over the next few years, however. He likes the real estate space in private equity.

WATCH

They had a real run and the stock got hammered. It had a sharp bounce off the bottom and is up 60% this year. It is hard to buy a company with this kind of run-up. You should have patience and look for a dip or a sell-off.

TOP PICK

He wants liquidity to be able to take advantage of continued volatility going into 2019. This pays about 2% yield. Think of it as cash. It is an option to step in and do some buying later.

TOP PICK

Given that markets will be lack luster he is looking for defensive names. They are focused on the diabetes space. The disease is growing at double digit rates. With their economies of scale, their profit margin is higher than their competitors. The most significant growth in diabetes is in emerging markets where they pay for the drugs themselves. They have to be able to reduce their prices in these markets. (Analysts’ price target is $49.60)

TOP PICK

He is comfortable with their ability to integrate their acquisitions. They have a track record of their acquisitions having worked in the past. You get a reasonable dividend. It is a replacement for CSU-T. (Analysts’ price target is $55.92)

COMMENT

Market Outlook - It has been a long term trend running deficits since the Financial Crisis. Populist programs, like the one Mr Ford is trying to do, make rating agencies nervous. It doesn't seem to be a problem now but it could be one down the road (5 - 10 years) if interest rates move up and interest costs eat up a larger part of the budget. The market is creating a lot of opportunities. Interest rates have been moving lower since the return of volatility. The economy is robust. Income levels continue to grow. Trade tensions are backing off a little bit. Underneath the surface, there are very good companies growing rapidly and trading at reasonable multiples. Like Google is down 20% from its highs trading at 18 times earnings. You don't even need to try to guess where the bottom is. There is value out there and if you have a relativity long term horizon (say 5 years) you can make nice profits.

DON'T BUY

Its growth has stalled out. A great aggregator for news information. Not an investable stock that he would look at. He tends to prefer more value oriented. The social media space is one area you need to be cautious because of regulation and privacy issues. There is always the potential for new entrants.

WATCH

Frustrated by it. Still owns it. When they bought it they thought that they had a solid business case. They just hired a new CEO. The Member of the Board continue to sell stocks and that is not a good sign but the profits and financials are very strong. He thinks there are going to be joint ventures in the US and internationally. They reported real revenue growth. The company needs to make changes at the Board level.

DON'T BUY

Owned it for a long time. Sold it two months ago. Scandals were mischaracterized. very profitable in the near future. Major concern is international government regulation. It is the only company that it is not investing in other verticals. All the other large tech companies are investing in Health Care which is a massive opportunity. This company is just trying to create advertising mouse traps.

BUY

It has a bright future. The i-phone is not going to look the same in 10 years time. We will have a chip embedded in our heads and neuro-technology is developing rapidly. It is really happening. this company is investing massively in Health Care. People don't mind sharing their data if they get value out for it. Trading at a reasonable valuation. One of the most innovative companies out there. Strong balance sheet. They are transitioning to a service company.

COMMENT

They did a great job at turning the company around. The software business is ultimately their Achilles Heel. They haven't been able to execute in a meaningful way their hardware business. He would hedge his bets with other tech companies.

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