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Today, Gordon Reid commented about whether PFE-N, LEN-N, HD-N, META-Q, SYK-N, DY-N, BX-N, JNJ-N, MS-N, UTX-N, ATVI-Q, TWX-N, HXL-N, DIS-N, MRK-N, CVS-N, TPC-N, T-N, GOOG-Q, MA-N, V-N, COST-Q are stocks to buy or sell.

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DON'T BUY

Merck vs. Pfizer Two large pharma companies that are treading water. A lot of the drugs they develop are coming off patent. You must look at their pipelines, with Merck doing very well while Pfizer has some good franchises, like Lipitor. Merck likely has the better pipeline. Neither has enough revenue growth or cash flow to entice him to buy.

PAST TOP PICK

(A Top Pick Jan 30/18, Up 3%) Their turning point was making the bid for 21st Century Fox to shift away from the TV and cable business (where subscriptions were declining) and move into streaming called Disney+. They have a huge inventory of content to take on Netflix full-out though that still involves some risk.

PAST TOP PICK

(A Top Pick Jan 30/18, Up 4%) 65% of their business comes from Boeing and Airbus. They make structured materials, like the new, lighter composite skin on airplanes. They have a big piece of this market. Cash flow is exploding.

PAST TOP PICK

(A Top Pick Jan 30/18, Up 5%) He bought this back believing the AT&T merger would go through--and it did. It worked out for him.

DON'T BUY

They come out with earnings next week. This sector plunged today because Electronic Arts got hammered. Valuations are too high in this sector, too rich for him. The models are changing and there's fear over this. He hasn't heard the rumour that Apple with buy ATVI, but that's merely a rumour. This stock and sector are too risky for him.

BUY

A lot of industrials including this are splitting into pieces. Time will tell is this strategy will work. But UTX is a good company. They manage their portfolio well, buying and selling smartly. Well-managed with a good cash flow and a decent multiple.

BUY

45% of their business comes from their wealth management division which is where you want to be because active investment is big.

DON'T BUY

He likes it, but wouldn't buy it. Consumer, pharma and devices are their three divisions. Only the consumer division is a problem; it has a baby powder cancer issue which is tainting the overall brand. Another headwind is branding: brands aren't any better than generics, as consumers now realize.

DON'T BUY

2-year outlook They may change their corporate structure from a limited partnership to a regular tax-paying corporation. Also, their Q4 was volatile with revenues being only one-third compared to the previous year. Their share price is flat over a long period of time.

COMMENT

It's disappointing, but still is confident it'll do well. It's a bet on 5G. DY rewires North America to carry 5G fibre. Problem is Verizon, Google, etc. are not deplying capital as quickly as expected. Keep the faith, though.

BUY

They do knee and hip replacements. SYK are active in tuck-in acquisitions which is quite accretive. They trade at a decent valuation. A consistent stock performer.

TOP PICK

The noise here has been extreme in the past year (privacy issues, politics), but their latest revenues are up 37% year over year and the number of monthly users is up, not down. Of course, Facebook needs to do further work by spending money on manpower to be better corporate citizens. This is a great franchise and a multigenerational opportunity to buy this at 20x earnings. Ignore the noise. (Analysts’ price target is $192.91)

TOP PICK

With the US Fed going dovish, it helps HD. Great management, low interest rates and full employment are also tailwinds. They've doubled revenues since 2008 and have increased their operating margins from 6% to 12%. Good dividend, too. (Analysts’ price target is $202.39)

TOP PICK

The biggest U.S. home builder that's acquired other hold builders. They operate mostly in the U.S. south (west and east). Trades at 7x earnings and below book value. Cheap. (Analysts’ price target is $57.10)

DON'T BUY

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Gordon Reid

GoodReid Investment Counsel

The Panic-Proof Portfolio (Stockchase Research)

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Larry Berman CFA, CMT, CTA

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Latest Stock Buy or Sell? Make More Informed Decisions!

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Gordon Reid

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