Daily Stock Opinions and Ratings

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Today, James Telfser commented about whether CAE-T, AKU-T, EMA-T, DHX.B-T, CCA-T, ENGH-T, TFII-T, DOL-T, CGX-T, MFC-T, NFI-T, CCL.B-T, OTEX-T, EMA-T, PBH-T, DSG-T, TRP-T, SU-T, HCG-T, ET-T, GSY-T are stocks to buy or sell.

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PAST TOP PICK

(A Top Pick May 07/19, Up 8%) Pulled back, still a good stock. Still likes the utility space, especially Emera.

PAST TOP PICK

(A Top Pick May 07/19, Up 10%) Recently got a good kick from recent acquisition. Should be able to make decent money on it. Accretive. Still adding to it.

PAST TOP PICK

(A Top Pick May 07/19, Up 0.1%) Fixed resin issue, and had a blowout quarter. Macro uncertainty has had an impact. Checked back organic growth based on economic environment. Would be optimistic on the name if we get a phase 1 trade deal.

COMMENT

Trying to get a phase 1 US-China trade deal. Consumer's been doing well, so the Walmarts and Costcos are doing well. Pullbacks on fears of no deal. Want to see a reacceleration of data. We're starting to build in an expectation of higher earnings. His concern is if there is no deal, so they've been peeling back a bit.

DON'T BUY

Competition has picked up, and there aren't as many orders to go around. Dropping delivery numbers, struggling to meet earnings expectations, and so volatility is increasing. Turnaround may take a while. Be cautious. Yield is 6%.

HOLD

Canadian insurers have been the winners this year. Volatile for a while, but the stock has rallied. Growing by mid-single digit EPS, 13-14% ROE, growing dividend, trading at 1.1x book value. Just hold it for the dividend and ride it. No more catalysts this year, but it will eventually get into the 30s. (Analysts’ price target is $29.54)

WATCH

One challenge is the margin on movies makes it hard to make money. Movie going is slowing down. Better opportunities elsewhere. Free cash flow is being reinvested in things that may or may not work. Dividend may be safe, but there's no growth.

WEAK BUY

Great story. They're great at price increases and sourcing new products. Last year has been a bit slower. Rebalancing their products. Expansion in South America is smart. Great dividend, own for a long time. Reasonable valuation at these levels.

BUY

Asset light, lots of free cash. Rerating in the future. What gave him pause a year ago was that volumes were as good as they'd ever been. Can still grow organically and through acquisition. Good long-term buy for free cash flow, dividend growth, and compelling valuation.

BUY

Impressed with last quarter and their acquisition. Turned it around. Created a lot of value for shareholders. Favours Descartes Systems, but still worthy of holding if you want to own one of the consolidators. (Analysts’ price target is $45.00)

BUY

Some companies you just have to buy when the chart looks like it's not a good time. Price momentum can tell you something good is happening. Getting rid of data business gave them lots of capital to go into the US, where the big story is, exceeding expectations. Buy it here and tuck it away. You'll get dividend growth. Yield is 2%.

DON'T BUY

Things aren't going well. Very expensive endeavour developing content. Be cautious. "Restructuring debt" is a signal for investors to go elsewhere.

TOP PICK

Given current outlook, holding a utility is a pretty good thing to do. Canadian utilities have a big valulation discount to the US ones. Impacted by hurricanes and higher short-term interest rates. Steady eddy. Yield is 4.56%. (Analysts’ price target is $56.79)

TOP PICK

Management team has done a good job in MRI and CT scan clinics in the US. Pretty good market with higher margins than closest competitor. Point of inflection to becoming a big consolidator. No dividend. (Analysts’ price target is $5.92)

TOP PICK

One of 10 companies you can buy and tuck away for a long time. Large competitive moat. Training simulators for civil and defense aerospace. Secular tailwinds. Free cash flow, dividend growth, potential acquisitions down the road. Will be around for years and years. Yield is 1.22%. (Analysts’ price target is $37.25)

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Latest Stock Buy or Sell? Make More Informed Decisions!

Emera Inc(EMA-T)

Open Text(OTEX-T)

CCL Industries (B)(CCL.B-T)

Trying to get a phase 1 US-China trade deal.(A Commentary)

New Flyer Industries Inc.(NFI-T)

Manulife Financial(MFC-T)

Cineplex Inc(CGX-T)

Dollarama Inc.(DOL-T)

TFI International Inc(TFII-T)

Enghouse Systems(ENGH-T)

Cogeco Communications(CCA-T)

DHX Media(DHX.B-T)

Emera Inc(EMA-T)

Akumin Inc.(AKU-T)

CAE Inc(CAE-T)

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