Today, Christine Poole and Darren Sissons commented about whether VOD-Q, MURGF-OTC, BP-N, AYR-T, CSCO-Q, SBUX-Q, BTI-N, TIF-N, LNR-T, RDS.A-N, CNR-T, 1038 - HK, AQN-T, GE-N, ING-N, BABA-N, LISP-SIX, UTX-N, GOOG-Q, PINS-N, TD-T, BAM.A-T, GOOG-Q, SLB-N, CTC.A-T, MX-T, RTX-N, UTX-N, UPS-N, ECA-T, KEY-T, CVS-N, JPM-N, RY-T, FTS-T, IPL-T, BPY.UN-T, OSB-T, HBC-T, XYL-N, AMTD-Q, MFC-T, ENB-T, META-Q, MG-T, ATRL-T are stocks to buy or sell.
Longer term, it is a solid company and e-commerce will work well for them. They have to build out their business to allow direct delivery to consumers. This will eliminate their free cash flow for the next several years. Amazon is increasing competition and adding further headwinds.
Right now UTX-N is a nice buying opportunity. They will spinoff some assets and will be involved with RTN-N in a merger, which will create some great opportunities. They sell original equipment with service contracts attached to generate good margins for 10 years or more. This makes them more defensive.
Right now UTX-N is a nice buying opportunity. They will spinoff some assets and will be involved with RTN-N in a merger, which will create some great opportunities. They sell original equipment with service contracts attached to generate good margins for 10 years or more. This makes them more defensive.
There are better growth names out there as they are limited to the Canadian consumer market only. They have an advantage on larger garden items over Amazon for savings in shipping, but it is not enough to entice her.
She does hold it in its growth portfolios. The company is going through a lot of change and is facing greater scrutiny on its operations. It only trades at 8 times forward earnings. She thinks they have the assets to offer affordable health care. They are trying to increase transparency. If you have a long term time horizon you could but it here. They offer mail delivery to compete with Amazon.