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Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Gerard Ferguson commented about whether BYL.TO, KXS.TO, AC.TO, SVI.TO, VET.TO, LIF.TO, HMMJ.TO, WCN.TO, ATS.TO, BTO.TO, HGR.TO, BBU.UN.TO, STC.TO, PKI.TO, GOOS.TO, RY.TO, ECA.TO, PBH.TO, BCE.TO, WIR.UN.TO, SHOP.TO are stocks to buy or sell.
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DON'T BUY
Exercise caution. Big move in the underlying companies, so you're always susceptible to a pullback. Shift focus more to the US, where you can get more reasonable valuations. US market is 10x what Canada's is. Money spirals in, and out, of these ETFs. Tough to justify valuations in Canada right now. It's a psychology trade.
E.T.F.'s
HOLD
Very strong yield right now. Concerns over the dividend. This is one of the last things they want to do, so he thinks dividend is safe. A play on oil with a ton of assets outside Canada. (Analysts’ price target is $41.27)
Gerard FergusonOwned
oilgas
TOP PICK
A number of catalysts: earnings, big investor day, buying back in Aeroplan. Aeroplan will have the biggest impact for EBITDA, solves earnings and cash flow being volatile, smooth out quarterly fluctuations, and you'll get the premium multiple of US names, added synergies like revenue. Concerns are the economy and travel, but profits will go higher. It's come back from the dead. Harvest free cash flow from past investments. No dividend. (Analysts’ price target is $37.57)
Gerard FergusonOwned
Transportation
TOP PICK
One of the leaders in supply chain management. A tough Q3, but since then they've announced a couple of big contracts, like Unilever and Novartis. Not cheap, but he continues to buy. No dividend. (Analysts’ price target is $97.77)
Gerard FergusonOwned
0
TOP PICK
Small tech name in Canada. Come back from the dead. Building in the hot areas like 5G. A small company, not expensive, underloved. Will have to ride through volatile times. No dividend. (Analysts’ price target is $6.00)
Gerard FergusonOwned
0
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