Latest Stock Buy or Sell?

Today, Bill Harris, CFA commented about whether ARX-T, ATD.B-T, ENB-T, AND-T, DNTL-T, AQN-T, CPX-T, BAM.A-T, LIF-T, FVI-T, T-T, MFC-T, TF-T, LUN-T, RUS-T, EMA-T, ABX-T, CVE-T, ONEX-T, PKI-T are stocks to buy or sell.

Page 1/4

TOP PICK

An industrial stock for them. A free cash flow generator where they roll up other businesses. Still has good run way, nice valuation and clean business model. Likes it for the space. The valuation is still depressed and has not yet participated in the rally. (Analysts’ price target is $50.14)

merchandising / lodging

TOP PICK

Private equity companies have really taken off. Trading at a discount to asset values. Can own private equity but at a discount. You get the benefit of the management company and holdings. A premier private equity company. (Analysts’ price target is $108.20)

mngmnt / diversified

TOP PICK

It is hard to predict the oil price in a year out. They are now making so much money and the debt is coming down. It's a massive company. Debt is a concern after the Husky purchase but debt is coming down quickly. (Analysts’ price target is $15.79)

oil / gas

PAST TOP PICK

(A Top Pick Aug 28/20, Down 33%) Gold is important as a hard asset. Gold has not moved with inflation expectations however. Would never have imagined gold would come down to these levels. Around $25, it is a good risk-reward payoff. Could go up 50% if interest comes back to this space.

precious metals

PAST TOP PICK

(A Top Pick Aug 28/20, Up 16%) A good return for a utility. A core part of the portfolio. Electricity demand will double and triple so must have exposure to a company like this.

mngmnt / diversified

PAST TOP PICK

(A Top Pick Aug 28/20, Up 94%) The stock market is discounting a lot of the recover happening. Has moved to CCL Industries now. It starts to get harder to hold in a cyclical business when it's runup this much.

steel

COMMENT

Prices may stay higher but if the economy does not recover, you can't buy anything. Wages will probably not go up but with inflation, people will just buy less. If we stay in this low interest rate environment for a while, stocks will remain at higher valuations. Markets are extremely expensive, but there is value in industrials and energy.

Unknown

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : hello@stockchase.com.

Latest Stock Buy or Sell?

Parkland Fuel Corp(PKI-T)

Onex Corp(ONEX-T)

Cenovus Energy(CVE-T)

Barrick Gold(ABX-T)

Emera Inc(EMA-T)

Russel Metals(RUS-T)

A Comment -- General Comments From an Expert(A Commentary)