Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Barry Schwartz commented about whether DIS-N, H-N, MTN-N, AAPL-Q, IBM-N, MCO-N, BDX-N, CGX-T, DAL-N, ENGH-T, MX-T, MA-N, V-N, KEY-T, BAC-N, KFY-N, FSV-T, NA-T, POW-T, LB-T, BRK.B-N, GE-N, MFC-T, ATVI-Q, FDX-N, L-T are stocks to buy or sell.
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COMMENT
Time to buy Canadian telcos? Best performer last year was Rogers. BCE and Telus are the dividend payers. Looks as though interest rates now will not go up. Wireless and internet demand are huge, valuations are somewhat attractive, growth isn't going to be huge. But if you're looking for some anchors in a choppy market, buy one or two of these names.
DON'T BUY
HOLD
Stock's been going nowhere forever. Results have been pretty good, and there have been dividend increases. Management has no sense of urgency to creating value. Two assets are not in growth mode, Great West Life and IGM Financial. Owns it for the dividend. Not excited about much else.
mngmnt
diversified
PAST TOP PICK
(A Top Pick Jan 09/18, Down 1%) Known as an executive search firm, but now most of the revenues come from consulting. Earnings were up 20% this year. Market cared about fear, not earnings. Expect 10% or more in earnings growth this year. Still positive on US growth, and Korn/Ferry will benefit.
mngmnt
diversified
COMMENT
In 2019, will traders look at the fundamentals again? Market will be more volatile going forward, because that's normal, but we won't see the big swings. When things settle down, they will focus on fundamentals again. When the market goes down, it feels good to own cash and bonds, but they won't win forever. You need to have stocks that have growing earnings and growing dividends.
BUY
Absolutely likes US banks. Thinks you can own both Canadian and US banks. JP Morgan has held up better than Goldman, though his clients own both. He'd absolutely buy BAC or JP Morgan, because recession fears are overblown, interest rates will go up slowly in US and this will benefit the banks. Valuations are quite attractive, balance sheets are better.
banks
BUY
Has owned it since 2001. Keyera disappointed the market last year, when it said it would have to spend significant maintenance capital. Short-term thinking put pressure on the stock. Terrific buying opportunity. Not the greatest company, not his number one pick, but for income seekers, it or Pembina deserves a place in your portfolio.
oil
gas
COMMENT
Software company, which acquires other software companies. Similar to Constellation, which is a better opportunity than this one. Smart acquirers. They say they have lots of M&A opportunities, so as long as you're comfortable with that strategy (and he is with Constellation), you should do very well. Big runway of growth, but there's lots of competition, so do your research.
computer software
processing
