BUY

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.

HOLD
A midstream operator, which she considers an income provider for shareholders. Yield 5.6%.
DON'T BUY
High trade volume? She does not hold any energy producers at all right now, due to the takeaway issues and low commodity prices. Their $5 billion acquisition of Newfield turned the market off. The apathy in the market is not attractive to her as an investor.
DON'T BUY

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.

BUY

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.

BUY

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.

DON'T BUY
A producer of methanol. Slowing global economic growth is creating headwinds along with lower energy commodity prices.
DON'T BUY

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.

DON'T BUY
An international company and probably the best global energy service company out there. She is just not into the energy sector in general right now. The retracement in oil prices back into the $50s is again problematic for the energy space. She is on the sidelines with energy producers and service providers.
TOP PICK
The pending announcement of a potential investigation creates an interesting entry point. There is still a lot of growth opportunity. It make take years on the regulatory front. With over $100 billion in cash, the equivalent of $150 per share, they will be able to weather any storm. Yield 0%. (Analysts’ price target is $1325.44)
TOP PICK
A great global presence. They own parts of several different Brookfield holdings. The asset management space is growing and they are large enough to attract new customers. They are masters at taking companies private. The low interest rate environment is conducive to them continuing to expand. Yield 1.37% (Analysts’ price target is $72.99)
TOP PICK
The Canadian banks are relatively attractive on a valuation basis. It is trading at 11 times forward earnings. She does not see the Canadian economy going into recession and they will be able to continue growing earnings. Yield 3.9% (Analysts’ price target is $83.54)
COMMENT
The SNC CEO is out. It was time to move on. SNC saw one political disaster after another. 10,000 workers are being used as a football. SNC will probably get split up with job losses. Nobody wins. This stock has been a total disaster. They have to decide whether to continue to deal in emerging markets (which is a big source of revenue) or focus here....Trump's tariffs: The Mexico president played Trump a little, but China is a different story. China will need to transition into a stronger domestic economy, but to make the quickly changes that Trump wants will be difficult.
COMMENT

He's looked at it a few times. The topline is growing nicely and losing less money year-over-year. Its revenue comes from advertising and he's never made money as an investment in companies with ad-based revenue models. He expects PINS to be taken out at some point, either Google or Facebook.

PARTIAL SELL
Driverless cars will face an accident then a lawsuit. A risk. The biggest issue is anti-trust, with the US government threatening to break-up the tech giants, because they are monopolizing competition. It could happen; there are precedents. Doesn't hurt to take a bit of of money off the table now, but hold the rest.