Daily Stock Opinions and Ratings

Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Ryan Modesto and Chris Blumas commented about whether GIB.A-T, BNS-T, CVS-N, QCOM-Q, BP-N, BB-T, COST-Q, BDGI-T, SYK-N, TECK.B-T, MSFT-Q, JNJ-N, PPL-T, CSH.UN-T, DIS-N, BRK.B-N, NTR-T, VET-T, HR.UN-T, V-N, MA-N, TWM-T, GDI-T, GOOS-T, REAL-T, AW-T, XBC-T, ATE-T, DOL-T, AD-T, GPV-X, CHE.UN-T, CCL.B-T, PLC-T, GIL-T, CAE-T, QSR-T, WSP-T, SOX-T, NTR-T, LSPD-T, GUD-T, CUS-T, AC-T, CSU-T are stocks to buy or sell.

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HOLD

There is a lot of froth in the green space area. He thinks there is a shift to people wanting to trade these at a premium. Longer term it makes sense to hold this, but be careful chasing names in this space.

BUY

He likes this higher yielding royalty trust. They have made new investments that are improving the payout ratio. The valuation is good value. It is like a private equity company that collects royalties. There is some concentration risk, so it is not risk free. Yield 8% (Analysts’ price target is $23.26)

BUY

He likes DOL. When compared to other similar stores, they are in the top tier of the key metrics. A small price increase goes directly to the profitability as prices are generally pretty low. He thinks this makes for good growth opportunities long term. At 19 times earnings it is not outside of their historical ranges. (Analysts’ price target is $48.00)

HOLD

They develop non-addictive pain medication drugs through the trial process. They trade at 17 times trailing sales -- a bit expensive. He thinks they are about to go into a good revenue growth phase. He would be a hold at this valuation. A slip up at this point could lead to a sizable pullback. The risks are heightened here.

HOLD

An interesting company that fits with the green theme. They are growing revenues sharply. They manufacture renewal gas equipment for sale to other companies. They are expecting 80% revenue growth this year, but that drops to 30% the following year. This makes the valuation difficult to access. He would be a hold for now.

BUY

He likes A&W and royalties like these in general. A nice yield and good sales growth. They are marketing themselves as the healthy alternative fast food company. He thinks there are opportunities to expand further. Yield 5%

TOP PICK

The Uber of real estate transactions. They connect lenders, lawyers and realtors together. The more value you can bring to these groups the more they can charge. Lots of runway for revenues going forward. Yield 0% (Analysts’ price target is $16.00)

TOP PICK

A contrarian play right now. In 12 months from now the markets will have stabilized and valuations will return. It trades at 4 times sales -- in line with Lulu Lemon. The company has guided lower for the next two quarters, so be patient. Yield 0% (Analysts’ price target is $52.21)

TOP PICK

A slow and steady company that makes acquisitions at good valutions. Contracts tend to be sticky and there are opportunities to up sell services they offer. They are generating good sales growth in the US as well. Yield 0% (Analysts’ price target is $40.33)

COMMENT

Not everyone is selling during this steep sell-off. Some are buying like him, albeit selectively. Not all companies will be impacted the same by the coronavirus. There are great compounders out there, but the pullback has reduced their valuations to reasonable levels. Central banks are awaiting more data before they decide on cutting rates. Also, banks have fewer bullets in their chambers, because rates are already low. He doesn't know how markets will play out, when markets will bounce back. But some great names got hit hard. Big names like Apple and now Microsoft (after hours) are guiding down. Every sector and company will be hit, but transportation will be effected the most, followed by energy. All companies will issue earnings warnings, though it's a matter of how much. The credit card companies are a good example. Cruiselines, airlines and hotels will be especially hit. In contrast, other companies like Microsoft will buyback shares during these dips.

DON'T BUY

A small-cap energy infrastucture name that's been acquiring assets in western Canada. It looks very cheap and managers own a lot of stock. But this name doesn't have enough diverse assets for him. He prefers ENB and Pembina.

BUY

Mastercard vs. Visa This sector got hit hard. MA issued a guidance warning recently, due to fewer transaction from the coronavirus. He's bought more of Visa this week, though MA is also good to add during a dip. If you add, buy in tranches, not all at once. Payments are a great space to invest. Both are good.

BUY

Likes this REIT, a good way to play defence in this market that pays a good dividend above 6%. The multiple is under 12x, so it's cheap. A diversified REIT, too. You're paid to wait. However, their cash earnings haven't been growing. Over time, there will be FFO grow though.

DON'T BUY

It pays a huge 16% dividend which is a red flag. The company may insist it won't cut its dividend, but he's suspicious. (VET has never cut its dividend.)

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