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HOLD
Not a stock he owns. It’s taken a hit recently. The group has Popeye’s, Burger King and Tims. Tims hasn’t been doing well, though the other two are doing just fine. If you own the stock, don’t sell. Maybe a good time to add more to your position. The management is smart. The sell-off wasn’t justified.
food services
BUY ON WEAKNESS
The rail companies are both carriers. There’s been crop problems in Western Canada so their grain moving operation is down. They are also general economy stocks, though it’s trading with high multiple right now. He wouldn’t add to positions right now. The stock will be hit if the economy slows.
Transportation
DON'T BUY
A stock that looks to be fully priced. He likes it under $57, now it’s at $64. They’re in an area that can be affected by government regulation. There’s also concerns over the expense of 5G. How much is it going to cost? He would sit on the side lines to see what the bill to do the big switch is. Under $60, he would look closer.
telephone utilities
BUY ON WEAKNESS
WATCH
He follows the stock. In recent times, he’s been tempted to step in. However, he thinks it’s a little early. He needs to see a base form and better numbers for backlog. They are in a good business, urban buses. Lots of production in the states so there is no problems. Just a little early. If there is an upward trend and better orders, he would look to buy it.
Automotive
DON'T BUY
Not an area he would pay attention to though it is interesting. In good economic times, small caps are the place to be. In this cycle, the big caps and tech has been carrying the ball. The ETF hasn’t gone anywhere. Maybe small-caps aren’t doing well this cycle. We are also late in the cycle so they’ve already had their run. In a sell-off, small-caps get hammered. Wait a while to see how the cycle goes.
E.T.F.'s
