Daily Stock Opinions and Ratings

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Today, Cameron Hurst and Mike S. Newton, CIM FCSI commented about whether BPY.UN-T, ILMN-Q, BZUN-Q, META-Q, PYPL-Q, PD-N, TWTR-N, AMZN-Q, BABA-N, CPD-T, GOOS-T, ANET-N, SRU.UN-T, FM-N, CHR-T, CGX-T, MSFT-Q, CVS-N, VFV-T, QSR-T, EWL-N, XLRE-US, IPAY-N, SCHW-N, SLB-N, CSCO-Q, GE-N, ZFN-T, MSFT-Q, RTX-N, IHI-N, ZWE-T, JNJ-N, GOOG-Q, NTR-T, BABA-N, TTD-Q, MU-Q are stocks to buy or sell.

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DON'T BUY

It has a massive deposit base and when interest rates were rising it was doing well. Now that interest rates have stabilized, things have changed. The trading multiple has dropped, making more reasonably priced. He would still stay away at this point.

TOP PICK

He loves this fin-tech ETF that holds all the great financial payment holdings. Very defensible businesses. A great basket to own. This will offer good secular growth. Yield 0.52%

TOP PICK

US real estate focused in the REIT space with an overweight into large towers and data centres. Great tail wind from rates and real estate. Pays a nice dividend. Yield 3.2%

TOP PICK

A more classically defensive European ETF, holding high quality companies. A defensive bid on currency as well. Yield 2.2%

COMMENT

Market Outlook - The market has been desperate for positive news. He has never seen the list of worries so clearly documented. We need to position for the positive feedback eventually will arise. We had two big days in the S&P 500. Canada is having a rougher time because of oil correcting. He rejects the idea that what we are living right now is unique and has never happened before. He is positioned for a break out to the upside. Cash levels are low. The value story has been difficult for the last years.

BUY

As a Canadian you can buy it in CAD and get a global exposure. Tim Hortons still has some issues with the franchisees. Some news about the loyalty program being a disappointment. They are penetrating in some international markets. He bought it a year ago and working pretty well.

BUY

Fees are low. No problem with this. He caveat is that if you invest in something like this you have to buy it for the next 35 years and not open the statements. The other is that his is only US (even as the US market is already global - McDonalds has 60% of sales from international markets). This is market-weight meaning that the largest names will have a higher % skewing to a bit of momentum.

WEAK BUY

It has been on the news because of the threat of Amazon. They have 10,000 stores. They created in some a space where you can get help with consultative service. With valuations where are now, he would be interested.

BUY

Their cloud offering is really a force to be reckoned with. A name he missed.

TRADE

He owned in the past. He got stopped out. Yield is 7%. 1700 screens and 165 theaters. They don't have control over the film slate but they do have control on the 70 million people that come every year and diversifying the offering and they are doing that with the rec rooms and so forth. People are staying at hoe and watching Netflix. A tough one.

BUY

Is it a good candidate for the RRSP account? In the leasing business of the chartered planes. Pays a healthy dividend in the high 6. He owns it in the cash flow portfolio. They don't have the worries of fuel and so on.

PAST TOP PICK

(A Top Pick Apr 05/18, Down 14%) In August they got out. He believed that the US market was going to mature and there would be a spill over into this markets. It is doing well in the last couple of weeks. He still likes it for aggressive portfolios now.

PAST TOP PICK

(A Top Pick Apr 05/18, Up 19%) There is a lot of turmoil in retail but they are demonstrating that brick and mortar still attracts the crowds. Good yield. Still likes it.

PAST TOP PICK

(A Top Pick Apr 05/18, Up 0.5%) Got stopped out in the summer of last year. They are in the switching market. CISCO is their biggest competitor. He owns CISCO that is a less volatile name.

WAIT

Got hammered last week. The name has been around for 60 years. He thinks it is going to do OK. Great Management team. Probably needs another quarter before he gets in. They are expanding around the world.

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