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Today, Gordon Reid and Greg Newman commented about whether PWF-T, CP-T, BIP.UN-T, BBD.B-T, CGX-T, CSH.UN-T, ZUB-T, CPG-T, BEP.UN-T, RY-T, BPY.UN-T, IPL-T, SIA-T, SHOP-T, STN-T, NA-T, PGF-T, GM-N, POW-T, MSFT-Q, VET-T, BCE-T, QSR-T, V-N, FDX-N, AAPL-Q, META-Q, JNJ-N, GE-N, CSCO-Q, COST-Q, TWX-N, HXL-N, DIS-N, GS-N, WBA-Q, PFE-N, SQ-N, BAC-N, CVS-N, PG-N, ANTM-N, SBUX-Q are stocks to buy or sell.

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DON'T BUY

They are in a dire financial situation and would not expect any increases in dividends as they fight for cash. Owning it puts you in a tough spot, because he thinks an investor could lose 100% of their holding. He sees better opportunities out there.

DON'T BUY

It is suffering from asbestos in their talcum powder. This issue goes back four decades. The company is doing major damage control and he is not sure how it will end up. He would stay way.

STRONG BUY

Another issue of privacy has surfaced. He views this as part of the broad evolution of social media and he thinks regulation needs to be better defined. He thinks of the company as an investment opportunity, knowing more regulation is coming, trading at less than 20 times earnings with annual growth of earnings above 20%. He sees this as a buying opportunity.

TOP PICK

Their latest earnings report said they would not report unit growth and the industry has been upset. In two years Apple will be involved in 5G and everyone will want it. This will be very good for the company. It trades at 12 times earnings and holds $25 per share in net cash. They have over 1 billion installed devices with loyalty rates over 90%. Yield 1.8%. (Analysts’ price target is $219.55)

TOP PICK

Latest earnings were not pleasing to the market. Their future will depend on e-commerce, drone delivery, etc. Countries working against globalization will create headwinds. These include China, Brexit, etc. He likes it now, because it trades at only 10 times earnings -- great value. Yield 1.6%. (Analysts’ price target is $241.88)

TOP PICK

A long term hold for his portfolio. It processed 1.9 TRILLION transactions last year -- more than Mastercard, Discovery and Amex combined. Not an inexpensive stock, but it does have high predictability of earnings. There is an opportunity in Europe and into debit-tap markets. Yield 0.7%. (Analysts’ price target is $162.59)

COMMENT

Market Outlook - These are very unhappy markets. Everything suggests that we are in a bear market. Oil is falling, this sort of volatility, rallies that won't hold, this looks like a bear market. It looks like a bear market, smells like a bear market, most of the rest of the world is probably in a bear market; the question is when stocks have corrected to this degree as long as there is no recession coming you have to start buying. You want to de-risk if there is a recession coming. The thing that is still inexplicable is the coming off the quantitative easing. He doesn't think there is a recession coming. You have to be at your long term asset allocation. Some of the best stocks in the world have gone on sale. He may be selling the Fortises of the world and some REITs that swelled. Buying stocks that are increasing their dividends at one level but 5 or 3 or 1 year from now the value is back where it should be, it is a powerful formula

BUY

The bad news is that their Q3 revenues were shy and still they are still struggling with Tim Hortons which did a negative 1% EBITDA. The good news is that Popeye and BK are doing exceptionally well. International growth. He is modeling 17% EPS growth for 2018-2020. Lots of competition for capital in the space.

COMMENT

Safe-ish. He models 5% EPS growth. 75% payout ratio. Fairly attractively valued. Defensive story. Other names are more attractive with better valuations (some even half like Power Financial) with similar growth rates.

RISKY

It depends on the price of crude. Good balance sheet. Decent growth profile. With oil at $53 this is a good pick. 2/3 of their exposure is international. All in a good bet if you are constructive on oil.

BUY

Had a very good quarter. They are uniquely positioned. He models 13% growth. Not the cheapest name. For fresh capital he would consider this stock.

BUY

Exceptionally cheap name. With a yield at 6.3% and a payout ratio of 45%. It has been a miserable performer. He doesn't see earnings falling unless there is a recession and he doesn't see that coming.

BUY

In a market like this you wait until people come out of their foxholes. Super cheap at 5 1/2 PE. Nice dividend of 4% plus. Fair name. You can worry about peak sales but it is priced for that.

DON'T BUY

They have done a Herculean job to try to turn things around. Still very indebted.

PAST TOP PICK

(A Top Pick Jan 25/18, Down 9%) Banks in general had a rough year. Q4 was very strong for them. Trades at a discount compared to the group. He thinks it is going to grow at 8% annually. Still like it.

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