TOL-N -2.47 NOG-N -0.15 CPA-N 0.46 PBH-T 0.25 BEP.UN-T 0.62 NFI-T 0.11 SII-T 1.61
Daily Stock Opinions and Ratings

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Today, John O'Connell, CFA commented about whether AMZN-Q, SNPS-Q, TMO-N, COST-Q, ARKK-N, KEY-T, ATD.B-T, HD-N, LOW-N, META-Q, MSFT-Q, V-N, IPL-T, HR.UN-T, SWK-N, CNR-T, TPZ-T, TOU-T, SNY-N, MG-T are stocks to buy or sell.

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COMMENT

Picking stocks.(A Commentary)

Jun 10, 2021
Picking stocks. When so many people are focused on so many extraneous events such as Bitcoin, meme stocks, Covid, and the Fed, great companies continue to be great companies. They'll trade at reasonable valuations. Trading around is a risky proposition, expensive, and at the end of the day the conclusion is to just own great companies. His firm focuses on industry-leading companies that produce good products or services, run by strong management.
John O'Connell, CFAJohn O'Connell, CFA
Unknown
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COMMENT

Ignore the noise.(A Commentary)

Jun 10, 2021
Ignore the noise. In the end, the businesses he invests in are just focused on building their products and services. If interest rates go from 0.25 to 0.5, that's not going to upset the apple cart. When people said you have to sell growth when interest rates rise, he says for a company flush with cash, higher rates are not a negative. Higher rates won't stop people from buying MSFT or AAPL products, or from using FB or GOOG. Focus on the fundamentals, and ask yourself why you own a company and if anything's really changed. Ignore the talking heads on TV trying to convince you they have a better formula than owning good quality companies.
John O'Connell, CFAJohn O'Connell, CFA
Unknown
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WAIT

Magna Int'l. (A)(MG-T)

Jun 10, 2021
Not cheap. Tailwinds, well run, and has done well. Trading at 19x. Lots of optimism surrounding various deals. As a rule, you don't buy deep cyclicals when the economy is booming. Clouds on the horizon, such as a huge capex spend to retool for the EV market. Supply issues in semis will impact the auto sector. Doesn't fit his long-term, secular growth thesis. Buy in the throes of a recession.
John O'Connell, CFAJohn O'Connell, CFA
No
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$119.680

Stock price when the opinion was issued

Automotive
DON'T BUY

Sanofi-Aventis(SNY-N)

Jun 10, 2021
Done well recently as part of the vaccine trade. No real revenue growth over the last 5 years. Stagnant profits. Decent dividend. See his Top Picks today for exposure to healthcare.
John O'Connell, CFAJohn O'Connell, CFA
No
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$53.870

Stock price when the opinion was issued

Pharma & Healthcare
BUY

Tourmaline Oil Corp(TOU-T)

Jun 10, 2021

Exceptionally well run. Hit all its landmarks. Loves it. Pure play, best of class. Owns TPZ instead, a spinoff of TOU and which it still has a stake in.

John O'Connell, CFAJohn O'Connell, CFA
No
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$30.610

Stock price when the opinion was issued

oil gas
BUY

Topaz Energy(TPZ-T)

Jun 10, 2021

A royalty play, and a spinoff of TOU, which it still has a stake in. Look at TPZ if you want a more defensive exposure to energy for growth, dividends, and exposure to the commodity price.

John O'Connell, CFAJohn O'Connell, CFA
Owned
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N/A

Stock price when the opinion was issued

0
SELL

Canadian National R.R.(CNR-T)

Jun 10, 2021

Exceptionally well run. Up until the last couple of years, a great secular growth story. The takeover of KSU will put a cap on the stock for the time being. Over the long haul, the absolute tonnage they've transported hasn't really increased. They've just become more efficient and raised prices. Stagnant profit growth. The KSU deal means a lot more debt, and a lot more shares outstanding. With valuations where they are, he'd take his money off the table.

John O'Connell, CFAJohn O'Connell, CFA
No
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$133.810

Stock price when the opinion was issued

Transportation
COMMENT

When to sell?(A Commentary)

Jun 10, 2021
When to sell? Sell decisions are always difficult. If it becomes an outsize percentage of your portfolio, that's a driving force for you to sell.
John O'Connell, CFAJohn O'Connell, CFA
Unknown
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BUY

Stanley Works, The(SWK-N)

Jun 10, 2021
One of the best run industrial companies in the US. Multinational, continues to consolidate, highly innovative, pandemic tailwinds. Great long-term, secular growth story. Trump tariffs hurt them, as well as the weaker USD. Trades at 18x earnings, a good time to buy.
John O'Connell, CFAJohn O'Connell, CFA
Owned
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N/A

Stock price when the opinion was issued

misc industrial products
SELL ON STRENGTH

H&R Real Estate Inv Trust(HR.UN-T)

Jun 10, 2021
Lots of empty space in Calgary, a boom and bust market. The Bow is one of the best pieces of property in downtown Calgary. Still owed rent by its former major tenant. Paying down debt, improving balance sheet. Did right to cut dividend. Keep it, but he'd sell around $18. Don't buy more. Yield of 4% is pretty good.
John O'Connell, CFAJohn O'Connell, CFA
No
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$16.500

Stock price when the opinion was issued

property mngmnt investment
DON'T BUY

Inter Pipeline(IPL-T)

Jun 10, 2021

Fascinating display of a lack of IPL corporate governance. IPL has done everything they can to not engage with Brookfield, but happy to risk 350M of shareholder money in break fees as a bait to get PPL to bid for them. He doesn't understand it. Wouldn't invest in a company that won't negotiate a bona fide offer. Missed expectations in last couple of years.

John O'Connell, CFAJohn O'Connell, CFA
No
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$20.180

Stock price when the opinion was issued

oil pipelines
PAST TOP PICK

Visa Inc.(V-N)

Jun 10, 2021
(A Top Pick May 26/20, Up 21%) It's struggled, as travel related and entertainment spending are down. These are recovering. Long-term secular growth story of increasing digitization. He continues to buy.
John O'Connell, CFAJohn O'Connell, CFA
Owned
Unlock Rating
$233.800

Stock price when the opinion was issued

other services
PAST TOP PICK

Microsoft Corp(MSFT-Q)

Jun 10, 2021
(A Top Pick May 26/20, Up 42%) Great long-term story. Likes the innovation, especially in VR, AR, and XR. Game-changing. A leader in healthcare innovation. Acquisition of Nuance Communications is exciting. Growing organically and by acquisition.
John O'Connell, CFAJohn O'Connell, CFA
Owned
Unlock Rating
$256.930

Stock price when the opinion was issued

computer software processing
PAST TOP PICK

Meta Platforms Inc / Facebook(META-Q)

Jun 10, 2021
(A Top Pick May 26/20, Up 43%) Excited about what it's doing on e-commerce in India and Brazil. Ad money keeps rolling in, with lots of room to run.
John O'Connell, CFAJohn O'Connell, CFA
Owned
Unlock Rating
$332.630

Stock price when the opinion was issued

Technology
DON'T BUY

Lowes Companies Inc.(LOW-N)

Jun 10, 2021

LOW vs. HD Checked back recently with profit taking. He's not worried. Prefers HD, with its long runway for the foreseeable future, longer reach, good treatment of employees, good growth opportunities in Mexico and other places. Fix-it market is reeling a bit because of commodity prices. HD is better managed.

John O'Connell, CFAJohn O'Connell, CFA
No
Unlock Rating
$188.750

Stock price when the opinion was issued

misc industrial products
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