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Today, David Driscoll commented about whether NVO-N, TMO-N, NTR-T, NFLX-Q, DIS-N, ENB-T, NEE-N, EMA-T, AOS-N, DHR-N, TMO-N, WAT-N, OTEX-T, CB-N, PAYX-Q, ATD.B-T, SHOP-T, TXN-Q, ADI-Q, INTC-Q, TRP-T, V-N, TIH-T, CAT-N are stocks to buy or sell.

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COMMENT

Speculative froth in this market? He saw a statistic that 1/3 of all investors in South Korea are teenagers or under age 13. One had a 43% return last year, all in one stock. Similar to 1999. People aren't discounting cashflows to find the true value of a company. When the music stops, you don't want to be the last one looking for a chair. If you're investing based on noise, when you double your money, at least take half your cash off the table. When things turn bad, they can go badly very quickly.

COMMENT

Will there eventually be a reckoning with governments running up huge deficits? Once we reach herd immunity of 70-80% and people bust out of their houses and start spending again, given 30% of personal spending has been cheques from the government, inflation will start to move higher. This isn't good for the US dollar, so emerging markets will start to overwhelm the US market. Increased demand, reduced supply. To control inflation, the Fed will increase interest rates, which usually means the stock market gets clocked. We may get the taper tantrum from 2013 in the next year to 18 months.

WEAK BUY

CAT vs. TIH A little expensive. If the US dollar continues to fall, commodity prices have started to rise, so that should increase demand. Trades at 25x, starting to break out. Nothing wrong with anybody buying it. His choice is Toromont, which has higher dividend growth and better price performance.

BUY

TIH vs. CAT Instead of Caterpillar, he prefers Toromont, which has higher dividend growth and better price performance.

HOLD

As soon as the doors break open, shares will start to pick up. Benefitting from e-commerce, but no catalyst for earnings growth until people start travelling again. Nothing wrong with the company. Likes the global exposure. An alternative to owning a US bank. Has market share and pricing power.

BUY

Think about it in terms of natural gas. With electrification, he doesn't see a drop in demand for nat gas, so they should be able to continue unabated without Keystone. Still planning to spend. An OK pick for income. Has some renewables. Worth buying right now. Bond substitute, given low interest rates. Yield is about 6%.

DON'T BUY

Major issues. Problem is Apple may want to make its own chips. Can't keep up to Taiwan Semiconductor. Business model is under pressure. He wouldn't choose it. Better choices in the industry.

BUY

ADI vs. TXN Likes ADI because of chips for driverless vehicles, and involved in 4G and 5G with telecoms. Aerospace and military applications. Fundamentals are better, dividend growth better. Over the next 5-10 years, better runway to grow, and with it earnings, profits, share price, and dividends.

DON'T BUY

TXN vs. ADI Likes ADI because of chips for driverless vehicles, and involved in 4G and 5G with telecoms. Aerospace and military applications. Fundamentals are better, dividend growth better. Over the next 5-10 years, better runway to grow, and with it earnings, profits, share price, and dividends.

PARTIAL BUY

A concept stock. Every time it doubled, he took profits. Doing great as an e-commerce platform, moving internationally. Trading at 28x price to book, price to sales is 70x. If you want to buy, start a half position. When it doubles, please take half off the table. Today it's at $1800, last March it was $400.

BUY

Failed French acquisition. Still looking for acquisitions. Have to make bigger ones to move the needle. Until then, will grow organically, but slowly until economy opens up. Exceptionally cheap at 13x earnings. Technically oversold, so a good time to buy. He owns it in TFSAs.

PAST TOP PICK

(A Top Pick Feb 07/20, Up 7%) Services small businesses, and that's what the recovery will be about. Cash cow stock.

PAST TOP PICK

(A Top Pick Feb 07/20, Up 4%) Insurance companies have increased prices to cover catastrophic losses. An example of inflation. Book value's been growing. Combined ratio is back to 89-90% range. Still a buy.

PAST TOP PICK

(A Top Pick Feb 07/20, Up 3%) Boring little software company that's trying to integrate into the cloud. Just keeps chugging along, increasing the dividend and delivering recurring revenues, paying down debt, making acquisitions. Still a very attractive buy.

DON'T BUY

WAT vs. TMO vs. DHR Not performing as well as Thermo Fisher or Danaher. Cash from operations has been flat in the last 4 years, whereas the other two have doubled, which is reflected in the stock price. Market share, operating margins, and pricing power impact the business model. Compare these when assessing competitors in an industry.

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Latest Stock Buy or Sell? Make More Informed Decisions!

Speculative froth in this market?(A Commentary)

Will there eventually be a reckoning with governments running up huge deficits?(A Commentary)

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