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Latest Stock Buy or Sell?

Today, Robert McWhirter commented about whether TOU-T, ZEN-V, BTE-T, EGLX-T, ATE-X, LUX-CSE, GSI-X, VPT-X, SLF-T, KL-T, ITP-T, XRX-CN, CCL.B-T, ARE-T are stocks to buy or sell.

TOP PICK
Have seen many new highs in stocks in the same group. Will benefit from the trillion dollar infrastructure bill. Pays a 3.2% dividend yield. Cashflow has grown significantly to $110M. Very attractive 12.3x cashflow yield. Sales up 27%, cashflow up 124%. Earnings estimates were bumped up by 9%. (Analysts’ price target is $23.54)
contractors
TOP PICK
Reasonable yield and sales are starting to improve. They have an interesting technical formation that is forming. 1% yield with 12% payout. 4.5% free cashflow yield. Free cashflow is at $577M. Lots of cash for acquisitions. Has seen some analyst upgrades. (Analysts’ price target is $81.38)
packaging / containers
TOP PICK
Seen to have levelled out and has seen some moves recently. A small speculative company. Market cap is $74M. Continues to make new highs. A pharmaceutical company with 2 advanced products in trial. Enhancing safety to treat chronic kidney disease. Has some usage for covid patiences.
biotechnology
PAST TOP PICK

(A Top Pick Sep 11/20, Up 100%) The advantage is they provide non-plastic tape and packaging materials. Amazon is a large customer. It is water-based tape. Has huge capacity and coming on-stream in time for internet sales. Will continue to benefit from online sales.

packaging / containers
PAST TOP PICK

(A Top Pick Sep 11/20, Down 25%) Has extremely high amounts of gold in Australia. They bought Detour Gold in Canada which added lots of inventory. Price target of $80. Gold has come off its highs.

precious metals
PAST TOP PICK
(A Top Pick Sep 11/20, Up 22%) A steady eddy. Will continue to do well but it is not a candidate for purchase for him. There are better opportunities for new money, but nothing wrong with this.
insurance
COMMENT

Lots of opportunities in the market. Believes in the small cap section in Canada, in particular. The big cap stocks have carried the headlines but small and mid-caps have now registered bottoms and the bull market has returned. JP Morgan team also reported the tides to be positive for small- mid-caps.

Unknown