Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Darren Sissons commented about whether CRSP, SHG, SU.TO, LISP-SIX, BABA, BDX, MS, TOT, T, SBUX, AMZN, MURGF, KNIN-VX, BCE.TO, ORAN, ING, INTC, MSFT, BB.TO, RDS.A are stocks to buy or sell.

BUY
A small holding of his. They finished a large capex program as there have been regulatory changes in Europe over pricing. So we're seeing growth in the topline, lower capex and higher earnings. They could raise their dividend. He likes it at these levels.
PAST TOP PICK
(A Top Pick Apr 04/18, Up 16%) Telcos are basically a tax on consumers. This is for investors looking for yield. A good company. Likes this very long-term.
PAST TOP PICK
(A Top Pick Apr 04/18, Down 2%) It's the largest independent global logistics company. Strong balance sheet. They raise their dividend every year. A catalyst with be resolving the US tariff issues.
PAST TOP PICK
(A Top Pick Apr 04/18, Up 13%) Higher interest rates globally will be a catalyst. They're buying back shares and raising their dividend each year. A long-term hold. Overall for central banks, removing QE will result in a crash or pullback (as we saw last December). So, central banks will have to raise rates very gradually to counter inflation over the next few years.
DON'T BUY
Can regulators split this up? A 5-year hold? FAANG stocks can become so huge that regulators can break them up. It's possible. Alibaba is facing that issue in China. He wishes he had bought it. How much bigger can this grow? How much more product can it produce? Within 5 years, we'll see a serious correction in Amazon. Current prices and valuations are too lofty for him. Trading at 98x times. Companies at these levels typically don't end well.
DON'T BUY
He rarely goes to one. A great company. The CEO is now thinking of running for president. With all retail stories, how many more good locations can they find to drive earnings? The food concept at breakfast has worked well. What's their next frontier? Where else to expand to?
BUY
He swapped Verizon out and bought ATT recently because last year Verizon was up 12% and ATT down 16%. ATT though is a good business and pays an attractive dividend of 6.8%, which is a rare, but safe level for a telco. A good, long-term story.
BUY
Has a great E&P operation and fine balance sheet. Solid dividend. Energy demand isn't going away.
BUY ON WEAKNESS
US banks missed in Q4 then recovered in Q1. Since then, trading in these banks has been low. Long-term this is a good franchise. You can buy on dips. An excellent franchise.
BUY
50% recurring revenues, 50% new sales, so very stable. Recently, the tool space has rocketed. Pays a nice dividend, but he prefers WAT with a better balance sheet.
RISKY
They're definitely flourishing. Sold-off in Q4, but for the high-risk takers, you can but it now.
COMMENT
How to value insurance companies during climate change? Look at price-to-book. Also, how is the current valuation compared to 5-10-year averages?
TOP PICK
$9,000 per share, but performance has long been amazing with dividend increase. New store sales, US growth and growth in emerging markets will all drive growth. (Target price: CHF 6,825)
TOP PICK
Integrateds have done very well. They've grown their dividend nicely. They have diversified operations, but insulated from the WCS differential. Fine in the long term. Good valuation. (Analysts’ price target is $54.95)
TOP PICK
The largest Korean bank that gros its dividend 23% per annum over the past 5 years, and are priced at only 0.57x book (vs. Canadian average of 1.3x). Boats much higher growth than Canadian banks. (Price target: KRW 54,967)