Daily Stock Opinions and Ratings

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Today, Andrey Omelchak and Tyler Mordy commented about whether VEE-T, ECH-A, EUFN-Q, EWY-N, ZGI-T, HHL-T, XMW-T, XID-T, EWY-N, VNM-N, ASHR-N, EWJ-N, AMLP-N, XLK-N, GDX-N, XUU-T, ZST-T, PHO-T, PTS-T, STC-T, CSU-T, AC-T, TECK.B-T, NFI-T, OTEX-T, GIB.A-T, DOL-T, NA-T, TD-T, HTL-X, LB-T, FTG-T, CHW-T, AD-T, FSV-T, GC-T, BYD-T, PBH-T, CFP-T, MG-T, BNS-T are stocks to buy or sell.

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BUY

A great company that can still open more stores across Canada. Top managers. Can't go wrong here long-term. A risk is if American competitors enter Canada, but that isn't happening. Dollar Tree isn't a threat now.

BUY

A great consolidator and a true compounder over many years. They are overdue for an acquisition which he expects to be accretive. Good balance sheet. Great long-term outlook. Managers integrate new companies well.

BUY

A solid long-term hold, but doesn't see a breakout coming. Wouldn't be shocked if another company bought this.

PARTIAL BUY

It's dropped a lot, but a solid long-term compounder. Keep an eye on American cities and their budgets. NFI has benefitted from past budgets. He believes NFI will again in the future. You can accumulate at current levels.

DON'T BUY

He avoids resources stocks. Too risky, though you can buy one at the bottom of the cycle then sell at the top.

COMMENT

Tech sector It's been the best performing sector in recent years in Canada and America. When interest rates are low, tech stocks make a lot of sense. You can discount them for 10-20 years when the recurring revenue is here to stay. It's difficult to call the outlooks of giants Google and Amazon, though they've done a tremendous job to grow, though he doesn't see real profitability. He'd rather focus on small/midcap tech companies that are massively underpriced and have tremendous valuation upside--they could be taken out--and easier to predict.

BUY

Great company. The whole airline space has changed drastically. They're quite profitable, given strong travel demand. AC has good routes and airports. They will continue to do well. Generates solid free cash flow. But this space is more competitive than before.

BUY ON WEAKNESS

Tremendous managers who acquire well and have a strong business strategy. More acquisitions to come. They deploy capital well at high rates of return. Buy on any weakness. This won't slow down; growth to come. A core long-term holding.

TOP PICK

They do unified communications (phone systems within a business), serving small/medium-sized companies. STC boasts a high 10% organic growth rate. Managers have acquired businesses well in recent years. STC itself is a prime take-out candidate by a bigger peer; if not, then STC will be a multi-year compunder. (Analysts’ price target is $2.99)

TOP PICK

They run loyalty programs (flyer points) for airlines and hotels. Solid organic growth rate that'll continue for years, and generates high free cash flow. A good takeout candidate. They can monetize non-core parts of their operation which will boost profits and free cash flow. (Analysts’ price target is $25.54)

TOP PICK

They make fibre-optic sensors, essential to semi-chips, especially with 5G coming and self-driving cars and AI. Demand for chips is booming. Nearly 30% of their market cap is in net cash. Big opportunity to grow in chips. The stock hasn't rallied because it's small, so few know about it. But this will change as more investors hear about it. (Analysts’ price target is $1.70)

COMMENT

The US has been the best house on the street for 10 years, but with this rally the US is underperforming. Several tailwinds right after the recession (cheap currency, aggressive liquidity) have made the American markets and dollar expensive. Since the recession, we still carry that trauma, so there's a lot of skittishness out there. So, when the market panics, bond yields fall, but the prevents investor euphoria--and that's why he feels we are not in a bubble. US investors have done well since the recession, but not in Europe as well as Asia, Latin America and elsewhere. Trade wars have fulled full-on reflation.

DON'T BUY

It's been treading water for many years. He holds little cash and urges anyone to take on more risk and invest. There are several ETFs like this out there.

DON'T BUY

American stocks with high valuations and expectations. Compare this to Asian stocks, there's much lower expectations, so it's better to look there. Ex-USA is his bias.

WEAK BUY

He's had a love/hate feeling towards gold. He's held this only for a short time, because the tailwinds for gold are turning into headwinds. Fears of a collapse in the market and US dollar have not happened, so gold has suffered. The story of the US as the best house on the block is now fraying. He is not bullish gold long-term. He just bought GDX for tactical balance, expecting weakness in the US dollar, but long-term, like 3-5 years, he isn't excited about gold. If global growth stabilizes and the US dollar weakens, gold ETFs should soar.

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