Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Eric Nuttall and David Driscoll commented about whether ATD.B-T, ENGH-T, HEI-N, BAM.A-T, NFI-T, HDB-N, BAC-N, NPI-T, ING-N, META-Q, STE-N, CB-N, AOS-N, CMD-N, AMTD-Q, FCFS-N, UN-N, JMHLY-OTC, MSFT-Q, AMZN-Q, ARX-T, TOG-T, ERF-T, CVE-T, MEG-T, CPG-T, SGY-T, BTE-T, MEG-T, CVE-T, ATH-T, WPX-N, BTE-T, TOG-T, WCP-T, ARX-T, TCW-T, NVA-T, CR-T, VII-T, SES-T, ATH-T, WCP-T, VET-T, ARX-T, TOU-T are stocks to buy or sell.
- Page 2/4
- Next Page
A takeout target? MEG-T is not his largest holding as they have more leverage than he is comfortable with. Their low cost structure and 65 years of production life, he sees them being able to de-leverage themselves back to 2 times cash flow over the next two years. The company will generate over 20% free cash yield at $55 WTI prices and $17.50 heavy oil differential. This makes them the #1 M&A target in Canada -- maybe CVE-T.
A takeout target? MEG-T is not his largest holding as they have more leverage than he is comfortable with. Their low cost structure and 65 years of production life, he sees them being able to de-leverage themselves back to 2 times cash flow over the next two years. The company will generate over 20% free cash yield at $55 WTI prices and $17.50 heavy oil differential. This makes them the #1 M&A target in Canada -- maybe CVE-T.
Two completely different horses. Amazon is more innovative so it could have higher growth, but Microsoft has new upgrades, new contracts and is more stable. He wouldn't own either because FANGS make up about 20% of the index funds, so they will go down more than the others. Would buy half a position and add more depending. On a risk basis, it's too exposed to the overall market.
