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Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Darren Sissons and Brett Girard, CPA, CA, CFA commented about whether RAVN, HDB, NVO, TCEHY, HEI, VRSK , CLPBY, BAM.A.TO, KKR, ERIC, SHOP.TO, META, UNH, PAYX, SVNLY, IKTSF-O, DHR, TD.TO, AMZN, GOOS.TO, ENGH.TO, WY, VOD, HSBC, ADP, OTEX.TO, LSPD.TO, NOC, MAXR.TO, NVDA, ATRI, BLDP.TO, ATD.B.TO, SUBC-NO, T, AIQUY-R, PG, XLF, GIB.A.TO, LYG, PHO.TO, BABA, EADSY are stocks to buy or sell.
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WEAK BUY
One of the challenges is that it has had a huge run – 35-40%. It is at the point now that it is acquiring bigger companies. It is a quality outfit.
Darren SissonsOwned
computer softwareprocessing
TOP PICK
A global leader in payroll. It is a dividend aristocrat. While the economy is relatively buoyant we will see continued growth. If you see it in a sell off then it is one to pickup. (Analysts’ price target is $177.33)
Darren SissonsOwned
computer softwareprocessing
TOP PICK
It had the BREXIT overhang as well as the Hong Kong overhang. It has had a remarkable recovery. He thinks there is upside here. You can buy it here and just leave it for a while and it will continue to grow. It has raised its dividend for the last 15 years. They could always move their head quarters to Singapore. The political overhang is somewhat of a nonsense story because the income is coming from surrounding countries. It is providing an entry point. (Analysts’ price target is $45.82)
Darren SissonsOwned
banks
TOP PICK
The company is significantly undervalued based on its towers. They are improving their Indian operations. He thinks we will see upside here. It is headquartered in Germany but is treated as a BREXIT stock. (Analysts’ price target is $26.74)
Darren SissonsOwned
Telecommunications
COMMENT
We had a fantastic 2019, but he's concerned that markets have become irrational as the chug along. He's waiting for any shoe to drop. Drill down and you don't find much depth. Apple and Microsoft are among the very few couple of names that move the needle; this is a crowded trade. What about the rest of the stocks? Something big will happen that causes the market to re-adjust. 2019 went from 14x PE to 19x. We are very expensive, historically. At some point, we'll hit a recession, and that's when you need cash to invest....Among banks, he likes TD which boasts 40% of its business from the U.S. America banks, starting with JP Morgan, start reporting tomorrow...Today, Visa announced the acquisition of Plaid to branch into the tech space (https://www.marketwatch.com/story/visa-to-buy-fintech-company-plaid-for-53-billion-2020-01-13). He owns Visa and likes the stock and this deal.
DON'T BUY
A way to play interest rates. Huge, number one in lumber, owning 12 million acres of land across North America. Low interest rates and low unemployment drive their lumbers sales (more house sales). It comes down to the American consumer. There are better ways to play interest rates--bonds. WY is interesting, but he won't buy it.
misc industrial products
BUY
It's a mini-Constellation Software. ENG is a good company, well-run, and the stock has enjoyed a great rise. Smart managers make accretive acquisitions.
computer softwareprocessing
COMMENT
As a short-term trade The juggernaut that will continue to bolt. Its challenge is that its cloud service can't grow forever; it will slow. He doesn't trade short-term, but Christmas sales did do well. So, was that good news then baked into the stock? If so, will the stock drop at Amazon's next earnings report? Or is it not popped in enough? Expect volatility around earnings time in early February.
specialty stores
PAST TOP PICK
(A Top Pick Oct 28/19, Down 2%) It's been only three months since he picked this. It remains his bank of choice in North America. Their US retail segment is their strongest (vs. their Canadian retail and Canadian corporate). So, they have three horses in the race. The best Canadian bank; you need to hold just one.
banks
PARTIAL BUY
Take a half-position now, then wait for a pullback. As businesses hire, PAYX will do well. And US unemployment is at record lows. He's owned this forever and will hold on. Drill down on US unemployment figures, because it isn't balanced; there are pockets of higher unemployment which is concerning.
computer softwareprocessing
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