Daily Stock Opinions and Ratings

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Today, John Zechner commented about whether ARX.TO, GM, BCE.TO, KEY.TO, PPL.TO, TRP.TO, ENB.TO, KL.TO, T.TO, POW.TO, BLDP.TO, SJR.B.TO, MRE.TO, NTR.TO, AQN.TO, STE.TO, AC.TO, INTC, SMH, QCOM, NVAX, PFE, MG.TO are stocks to buy or sell.

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COMMENT

Share multiples won't do well if bonds become much more attractive? That's right. Not sure what the breaking point is. The Fed was at pains to say that it wouldn't raise rates for the longest time, letting inflation run higher. Not sure the market's completely buying in to that. In 2018, the Fed raised rates more aggressively which resulted in a downturn in the fourth quarter. They don't want a repeat. Reality is, US growth could be 6-7%. The long duration equities that have ruled the game have been predicated on 0% interest rates, and that's probably not going to be the case. Cyclical and short duration assets, such as financials, industrials, and energy, should do better in a higher growth environment.

COMMENT

Bank stocks have caught up. They were huge laggards. They benefit on a number of fronts, including the steepening yield curve, over-providing on loan losses, and stimulus. Sitting on excess capital. When the doors open up again, look for share buybacks and dividend increases. They're in a sweet spot right now. He's overweight financials in Canada and the US.

BUY

Likes the parts sector, and MG is well positioned for the EV market. Winning more EV contracts. Valuation of the sector has diminished. Good balance sheet. Auto sales should stay firm once people start travelling again.

BUY

PFE vs. NVAX He'd absolutely go with PFE. Investors have been chasing growthy parts of the market and ignoring the stable areas. Vaccines don't move the needle for PFE the way they do for the others. A great long-term investment if you think rates will stay lower. Mature, decent balance sheet, good valuation.

DON'T BUY

NVAX vs. PFE He'd absolutely go with PFE. Investors have been chasing growthy parts of the market and ignoring the stable areas. Vaccines don't move the needle for PFE the way they do for the others, but a great long-term investment if you think rates will stay lower. PFE is mature, decent balance sheet, good valuation.

COMMENT

Semiconductor sector. A fast-moving sector with high valuations. Go with the 5G players. QCOM, which he owns, goes to the top of the list on valuation and potential growth. AMD has done exceptionally well, though valuation is a bit extreme. Not a bad way to play is through the SMH ETF. Nvidia has had the highest growth, but valuation also extreme. He wouldn't chase INTC, even though it's cheap.

BUY

Semiconductors is a fast-moving sector with high valuations. Go with the 5G players. QCOM, which he owns, goes to the top of the list on valuation and potential growth. AMD has done exceptionally well, though valuation is a bit extreme. Not a bad way to play is through the SMH ETF. Nvidia has had the highest growth, but valuation also extreme. He wouldn't chase INTC, even though it's cheap.

BUY

DON'T BUY

BUY ON WEAKNESS

Likes the story. Massive pent-up demand. Transat acquisition will be accretive. Balance sheet in fantastic shape. He took profits recently. Add back around mid-high $20s. Don't chase here. Vaccine rollout is a bit of a risk.

HOLD

Daily volatility is because there isn't much of a float. Prices are not sustainable at these levels. Looking at lower earnings in 2022. Be wary of buying near the top of the pricing cycle. He hasn't been adding here.

BUY

You really have to own some renewable power. High growth area. AQN is a good way to play. His top pick in the hybrid renewable sector. Has non-renewables, but its growth projects are all renewable. Valuation is below peers. Yield is around 3.5%.

HOLD

No one is better positioned to take advantage of the super-cycle commodity cycle. Great vertical integration. Good balance sheet, generating cashflow. US investors are playing it too. Not excessively expensive. Stick with it.

PAST TOP PICK

(A Top Pick Apr 13/20, Up 23%) A defensive pick. Good balance sheet, pipeline growth. Great dividend. Valuations have dropped. Still has some growth.

PAST TOP PICK

(A Top Pick Apr 13/20, Up 75%) Bigger risk, bigger reward. Valuation was so depressed at the time and is still cheap. Has been buying it recently. Chip shortage has hurt them all. Well positioned for the EV market.

Tuesday, March 23, 2021 Monday, March 22, 2021 Friday, March 19, 2021 Thursday, March 18, 2021 Wednesday, March 17, 2021 Tuesday, March 16, 2021 Monday, March 15, 2021

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Latest Stock Buy or Sell? Make More Informed Decisions!

Share multiples won't do well if bonds become much more attractive?(A Commentary)

Bank stocks have caught up.(A Commentary)

Magna Int'l. (A)(MG.TO)

Pfizer Inc(PFE)

Novavax Inc(NVAX)

Semiconductor sector.(A Commentary)

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HOLDRs Semiconductor(SMH)

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Stelco Inc(STE.TO)

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