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Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Larry Berman CFA, CMT, CTA and Teal Linde commented about whether TCW.TO, AL, LNR.TO, BB.TO, SHOP.TO, CM.TO, TD.TO, CPG.TO, RY.TO, TSLA, IFC.TO, BABA, META, CP.TO, CNR.TO, KHC, WBA, CVS, PBH.TO, AAPL, MSFT, ECA.TO, ZJG.TO, ACB.TO, FGO.TO, ZWU.TO, ZUB.TO are stocks to buy or sell.
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N/A
Market. Saudi Arabia is really serious about clamping down on supply but the US is looking to become the biggest energy producer in the world. You can't forecast in this area. The Euro central bank has come out with a very gloomy outlook. They are changing leadership this fall and the past/present leaders are of completely different viewpoints. This is toxic for the banks. DB-N is now lower than the 2008 lows of the financial crisis. Growth is not strong in the world and the only reason for growth in the last decade has been negative interest rates and a massive accumulation of debt in the world. Fiscal and monetary policies are NOT working.
Larry Berman CFA, CMT, CTAUnknown
HOLD
Bonds vs. Canadian Bank Equities. The risk in bonds to stocks is night and day. We are late in the cycle. This is the longest expansion we have had in equity markets. Now is not the time to move from Bonds to Equities. He thinks bonds will do well next year. Interest rates will stay low for decades to come. After the next recession Canadian Banks will be a phenomenal buy.
N/A
How long should you watch a new ETF until it gets to an appropriate level of liquidity before buying? The key thing is the viability of the fund. Usually within a year if the fund does not have $30-50 Million in assets than it won't be making a lot of money. BMo does not have that concern. When new ETFs come out, they have lots of runway. Usually ETFs have the liquidity of the underlying holdings.
Larry Berman CFA, CMT, CTAUnknown
WAIT
He is excited about the long term prospects from the health prospects of the industry. This is a medical play for him. He thinks they are pricing for 5 to 10 years from now. The sector will be very investible for the next decade after the next economic downturn where those with questionable outlooks will get hammered.
N/A
Educational Segment. The Energy Sector. The TSX is 18% energy. The world is 5% and the US is 5.85%. Canada has a big bet on energy. It is 39% of the index in Norway. The energy sector in 2012 was 26.2% in Canada and a little over 10% in the rest of the world. It means that sector has been under performing and he does not see any change. In 2011 the US shale fracking boom started. It has been a struggle ever since for oil prices. He believes that oil is going to be centered around $50 for a long time to come. US pipelines are the place to be as they will be full for years and years to come. Canada will under perform because our governments don't like pipelines.
Larry Berman CFA, CMT, CTAUnknown
N/A
Market. Recession fears were overdone last December. Recessions don't happen as much as they used to in a service based economy. In the US they have only ever seen the economy go 10 years without recession, but in other countries around the world, the UK for example, has gone 15; Australia is in their 28th year of economic expansion.
Teal LindeUnknown
BUY
He bought in January. Their volumes are going up. The national brands are losing appeal while local and regional ones are not.
Teal LindeOwned
food processing
DON'T BUY
He decided to get out because they were on the defensive too much. In the US a lot of funding for drugs comes from the government. They are always looking for ways to bring down healthcare costs in the US. They keep making acquisitions to make the company make sense. He would probably prefer WBA-Q.
specialty stores
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