Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Kim Bolton and David Baskin commented about whether BPY.UN.TO, BCE.TO, BKNG, BRK.B, HLF.TO, POW.TO, JNJ, GM, CNQ.TO, META, FFH.TO, SAP.TO, ENB.TO, MKL, MFC.TO, X.TO, BDX, MCO, GIL.TO, KEY.TO, CVS, T, ATVI, V, MTN, YASKY-6506.T, MDB, XLNX, MSFT, ADSK, NTNX, SHOP.TO, MU, SI, SPLK, QCOM, TCEHY, IFNNY, DSY.PA, NVDA, PYPL, BOTZ, OLED, CRM, AMZN, SQ are stocks to buy or sell.
- Page 2/4
'%20fill='%23000000'%3e%3cg%20id='Rating-Card'%20transform='translate(120.000000,%20487.000000)'%3e%3cpath%20d='M848.295367,82.286474%20C848.68919,81.9045087%20849.327703,81.9045087%20849.721525,82.286474%20L854,86.4361302%20L858.278475,82.286474%20C858.672297,81.9045087%20859.31081,81.9045087%20859.704633,82.286474%20C860.098456,82.6684393%20860.098456,83.2877274%20859.704633,83.6696927%20L854.35654,88.856763%20C854.159628,89.0477457%20853.840372,89.0477457%20853.64346,88.856763%20L848.295367,83.6696927%20C847.901544,83.2877274%20847.901544,82.6684393%20848.295367,82.286474%20Z'%20id='Path'%3e%3c/path%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
TOP PICK
The CEO has done an amazing job since 2014, changing the business model from hardware to service. Now, they're only behind Amazon in the cloud. Has a strong team. Execution has been superb. They've added debt, but still have a AAA rating and are buying back stock. (Analysts’ price target is $125.14)
Kim BoltonOwned
computer softwareprocessing
TOP PICK
Up 26% last year while the SOXX ETF was down 8%. They excel because they lead in making programmable chips--big into cars and data centres. They're the darling of the 5G network deployment. (Analysts’ price target is $89.96)
Kim BoltonOwned
electricalelectronic
TOP PICK
A robotics company. In a very cyclical business. They're skewed to the auto business within Japan and China, but lead in the motor and drive technology side. They've been beaten up in the past year, but're coming out of that down cycle now. (Analysts’ price target is $3117.65)
Kim BoltonOwned
Technology
COMMENT
Alberta oil refineries (the government announced today) are a good idea, but 40 years too late. Also, carmakers will be churning out more e-cars by the time those refineries are up. Audi just launched their today to rave reviews. As for oil, the US rig count slipped in December, but ultimately Canada needs pipelines to ship oil to market. The North American economies are too weak to warrant an interest rate increase. US housing is weak, for instance, and inflation is rising fast enough to warrant a hike. Outlook for US stocks: 80% of reported stocks in have been beaten the street--and earnings drive markets.
BUY
It's down 35-40% from summer's peak. People didn't like their new pricing plans (season passes). The stock is down more because of fear than results. He's looking for good results this quarter. He likes the stock because MTN has consolidated this industry; it can offer a North American seasonal pass.
BUY
Visa and Mastercard dominate payment systems worldwide. Visa is stronger and has a slightly better growth profile. Both companies are wonderful and well-entranched. They both have a wide, deep moat. Also, Asia will increase credit card use.
David BaskinOwned
other services
BUY
Started buying it last spring. It has not been a huge success given executive departures, and they sold off a game. They got hit in Q4, like the market did. He likes the game space and this stock. It's very dynamic space with enthusiastic customers/players.
David BaskinOwned
computer softwareprocessing
DON'T BUY
He bought it because of the extended, mobile delivery of services--it is a good idea. The Uber of healthcare. He owedn CVS for a couple years. But he's concerned about all the American pharmacies offering opiods, and he expects class-action lawsuits against the pharmacies. He's wary of this space and worried.
specialty stores
BUY
Brookfield Properties vs. Keyera Likes KEY very much. Yields 6.5%. Processes natural gas. BIP, he doesn't own. He's concerned, because BBY owns a lot of malls in the U.S., but he fears malls are--or will be--dead. He owns other Brookfield stocks, but not this one.
David BaskinOwned
oilgas
%20-%20http://www.bohemiancoding.com/sketch%20--%3e%3ctitle%3ePath%205%3c/title%3e%3cdesc%3eCreated%20with%20Sketch.%3c/desc%3e%3cg%20id='Page-1'%20stroke='none'%20stroke-width='1'%20fill='none'%20fill-rule='evenodd'%20stroke-linecap='round'%20stroke-linejoin='round'%3e%3cg%20id='mobile'%20transform='translate(-353.000000,%20-32.000000)'%20stroke='%2325292B'%20stroke-width='1.5'%3e%3cg%20id='Group'%20transform='translate(321.000000,%2022.000000)'%3e%3cpath%20d='M33,11%20L36.2928932,14.2928932%20C36.6834175,14.6834175%2037.3165825,14.6834175%2037.7071068,14.2928932%20L41,11'%20id='Path-5'%3e%3c/path%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
