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Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Robert Lauzon and Lorne Steinberg commented about whether 4914-JP, AEG-N, CSCO-Q, IBM-N, NSRGY-OTC, SBUX-Q, CVS-N, LMT-N, FDX-N, DEO-N, DIS-N, BDX-N, TD-T, AMZN-Q, T-N, 5451-TYO, GLW-N, ARNC-N, BCS-N, SAN-N, SNE-N, PUK-N, AA-N, GE-N, ECA-T, XBB-T, DBD-N, MSFT-Q, ENB-T, WIR.UN-T, AAPL-Q, PRU-N, BPY.UN-T, FM-T, VET-T, CJ-T, SMG-N, AMZN-Q, 9984-JP, FRU-T, BNP-T, PFE-N, VOD-Q, HSE-T, ALA-T, HNL-T, TECK.B-T, BRK.B-N, WCP-T, UNH-N are stocks to buy or sell.

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BUY

He sees a bit of a bump in the shares this year. He thinks it will get to $3.50 this year. It is heavy and medium oil. It has a lot more headwinds than a light oil producer. They had to trim their dividend.

BUY ON WEAKNESS

They stand by their dividend, not cutting it in the last few years. 30% of their production is out of Canada. They have Australia, France, Germany, and the Netherlands. Below $40 it is a name you should own as an oil stock. (Analysts’ price target is $42.00)

WATCH

It is similar to TECK.B-T. It is on his watch list. It has 25-30% upside this year. If he wants to get more exposure to emerging markets, this is one he will buy.

BUY

It is at about a 30% discount to NAV and he thinks it should be only 15%. It pays a yield and it should go up 15% this year. London properties have an overhang until BREXIT settles. They have contrarian malls in their portfolio in the US. They will turn the value of the real estate around in 3-5 years.

BUY ON WEAKNESS

Typically it is around $100 and is around $90 at present so a good a time to buy. Bond yields are low and the asset management business has seen fee compression. People are living longer and so there has been some mispricing on life insurance contracts. It has been a though business for a couple of years. It pays a dividend. It will probably get double digit returns this year. He would buy it down here.

BUY

It is one of his top ideas this year. The ecosystem they have means he sends them money each month for storage. Here is a consumer company trading at only 9 times earnings.

TOP PICK

There is massive demand for industrial properties: data centers and places to store stuff. It trades in US dollars even if listed in Canada. It is US properties.

TOP PICK

Management did everything they said they would do. Institutional money is coming back into the name. The pipelines are full and they have growing earnings and dividends. The dividend is more than 6%. (Analysts’ price target is $54.59)

TOP PICK

They have such a good quality office program that they are moving to subscription based. They are becoming the lead in cloud and storage centers. They should be able to grow at 15-20% each year and could double in the next 4 to 5 years. (Analysts’ price target is $125.59)

COMMENT

Market Outlook - Amazon.com (AMZN-Q) issued a Q1 guidance a little weak and perhaps that indicates slower consumer spending. Consumer spending in a rising interest environment is a theme going forward. Interest rates are still rising even if the US pauses for a while and the global economy is weakening at the same time. That is going to affect corporate earnings. We are seeing also wage inflation that we haven't seen in a while. On this kind of environment you want to really focus on valuation. The safe sectors are consumer staple and health care in case the economy falters.

DON'T BUY

The stock has been annihilated in the last couple of years from $30 to the current level. They are a major manufacturer of ATMs and POS systems. They made a major acquisition and took too much debt. Debt is around 90% of their capital structure. Highly speculative. not something he would be interested in.

DON'T BUY

Canada is lagging the US in interest increases. He expect the Bank of Canada to raise over the next couple of years at least 4 more times. In that scenario a regular bond ETF wont perform well. The only are where they see value in FI is in the High yield space.

DON'T BUY

Don't see a lot of value in the Canadian Oil and Gas sector. There is some in the integrated companies. He would avoid the sector in general. (Analysts’ price target is $13.39)

DON'T BUY

Complex company. Their financial services sector nobody understand. Instead of looking at turnaround stories with all sort of complications it is better to focus on companies that are delivering free cash flows and increasing their dividends and trading at attractive valuations.

BUY

Only metal stock they hold. He is bullish on aluminium prices as there is demand from the automotive sector. The best in the business. A volatile stock. OK to own if you have a relatively long term horizon (5 years +).

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