Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Brooke Thackray and James Hodgins commented about whether NEPT.TO, FVAN.V, BTO.TO, CHR.TO, LXE.V, GOOS.TO, AD.TO, MAXR.TO, MAL.TO, SPP.V, MEG.TO, TV.TO, SIL.TO, CLIQ.TO, FTS.TO, CPH.TO, TGO.TO, ACB.TO, PXT.TO, CPG.TO, NTR.TO, IWM, EMN, TJX, CTC.A.TO, PPL.TO, GE, BIR.TO, OTEX.TO, ASA, UPS, XRT, FHD.TO, PWF.TO, POW.TO, SBUX, KEY.TO, ZUB.TO, TFII.TO, ARE.TO are stocks to buy or sell.
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TOP PICK
From late Jan unto the end of March the stock does really well. They have a niche in the retail sector. We saw a big correction take place so it has a good opportunity. They outperform the S&P 88% of the time in the seasonal period. It is an off-price apparel company and if we get into tougher times, then consumers will have to move down market. (Analysts’ price target is $53.62)
Brooke ThackrayOwned
clothing stores
TOP PICK
It has a strong seasonal period from late January into May and then they do poorly. It is a solid company with a 3.3% dividend and a low PE ratio. It should perform well when the trade situation calms down. (Analysts’ price target is $93.79)
Brooke ThackrayOwned
chemicals
TOP PICK
It got hammered. It is a seasonally strong time for small caps from the end of December into the beginning of March (7th). Tax loss selling brought it down. Revenues are focused domestically in the US.
Brooke ThackrayOwned
investment companiesfunds
COMMENT
2017 saw the lowest volatility and nowadays it is mean-reverting. We had 10 years of very low interest rates. When the central banks take away this liquidity, that results in a lot of volatility. Historically, when central banks pause (or reverse rates) it's scary, and central banks are doing that now. When the cycle turns (which he believes is happening now), who will buy the riskier assets out there? This worries him, referring to the October 2018 sell-off. He feels the credit cycle has tipped over, and in a year from now there'll likely be a Canadian recession, and within two years a global one. He expects more downgrades coming in the next earnings season. It's not the time to panic-sell, but when you see a rally in the market, lighten up your stocks.
BUY
Loves it. One of his biggest holdings. It got hammered, but actually holds net cash and generates $4+/share. Incredibly cheap. They get Brent Oil pricing, another upside. It'll go back to mid-$20's.
James HodginsOwned
oilgas
PAST TOP PICK
(A Top Pick Mar 26/18, Up 97%) They smartly bought some spectrum rights a few years ago, and now they're on the fringe of the 5G spectrum. So the value of their spectrum rights will be realized later this year. He took profits, and would be lightening up on this now as the stock does well.
Telecommunications
PAST TOP PICK
PAST TOP PICK
(A Top Pick Mar 26/18, Down 54%) He slightly reduced his position, but still holds it. They got into a business agreement with Sun Pharma, a bigger company, that was distributing one of the biggest drugs. They did a big promotion last year and the stock did very well, but they stopped promoting it. The inventory built up and their orders to Cipher dwindled to almost nothing. CPH stock got punished. They've since solved it with a long-term supply agreement. Also, they have two new drugs approved in 2018 with at least three more in 2019. The founder just bought a bunch of shares, which is a good sign.
James HodginsOwned
Healthcare
BUY
It'll do well in the market he forecasts--a difficult one, and investors will bid up stable companies like Fortis that don't depend on cyclicality. OPne of his biggest holdings.
James HodginsOwned
electrical utilities
DON'T BUY
The dividend isn't safe given company turmoil. They're converting Alberta liquor stores into cannabis retail, partnering with Aurora. This is a speculative play and a logistical challenge. It's difficult to run cannabis retail when you have no product to sell. The upside is that Aurora could just vertically integrate and own the entire channel.
merchandisinglodging
BUY
Precious metals will be a safe sector in the coming cycle (economic weakness). SIL has one of highest-grade silver developments in the world, and a prime takeover candidate.
James HodginsOwned
precious metals
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