Daily Stock Opinions and Ratings

Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Andrew Pyle and Larry Berman CFA, CMT, CTA commented about whether ZCH-T, HNU-T, PAVE-N, ZWU-T, CVD-T, ZAUT-T, ZINN-T, SU-T, MFC-T, AP.UN-T, BB-T, BB-T, AC-T, BBD.B-T, ATD.B-T, BMY-N, IFP-T, PFE-N, CP-T, ENB-T, IVN-T, L-T, BMO-T, BIP.UN-T, MG-T, QSR-T, DML-T, SWK-N, INTC-Q, CNQ-T, AMD-Q are stocks to buy or sell.

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PARTIAL SELL

The easy money has been made, but he doesn't see a pullback. He doesn't see much upside. Take profits. The lumber outlook for 2022 is decent, but valuations are rich in these stocks.

BUY

Likes this pharma. It offers decent dividend growth and the dividend is safe. He holds pharma long term and didn't sell during Covid. Post-Covid, focus will return to non-Covid drugs, like BMY's cancer treatment.

BUY

It's not overvalued but margins could be challenged going forward. Will deliver decent results in the short/medium-term. Some think the valuation is stretched. Their war chest is huge and could fuel more buying in coming years.

PARTIAL SELL

It's a tough one. It's a bet on the near-term future on corporate jets. It's a huge debate given Covid. Jets are safer than commercial flights. Then again, businesspeople can meet on Zoom, not in person after a flight. Also, companies are getting scored on ESG and private jets score negatively. Take profits.

DON'T BUY

See his comments about Bombardier. He'll watch the airline space but isn't buying any at the moment.

TOP PICK

A key reason to buy this is their move into supplying technology for EVs. They have the expertise and EVs will only grow. Buy for 5-10 years. (Analysts’ price target is $10.61)

TOP PICK

A key reason to buy this is their move into supplying technology for EVs. They have the expertise and EVs will only grow. Buy for 5-10 years. (Analysts’ price target is $10.61)

TOP PICK

Concerns in office spaces are overblown. A massive pullback in this sector are overdone. he likes their 4% dividend and valuation. 2022 will likely see the end of Covid and he expects more people to return to the office, hence demand in this sector. He himself is working at his office. (Analysts’ price target is $50.25)

TOP PICK

He likes their Asian growth, which will be a high-growth sector in terms of insurance and wealth management. Dividend growth has been impressive for years. He's been adding to this for a long time. He likes MFC vs. the banks, both dividend plays, though he's lessened his bank exposure a little. (Analysts’ price target is $29.65)

BUY

CNQ vs. Suncor The energy sector looks good. Today's news says that we could see oil prices topping $100 in 2022, but he thinks $80 is a more realistic target. Growing demand for oil should continue into 2022. CNQ could crack the summer's resistance level. Stick with the large-cap oil names. CNQ vs. Suncor? Own both. Anything could happen to smaller-cap names in the face of a fourth wave of Covid. Long-term, though, oil names will be less and less attractive.

COMMENT

Educational Segment. Jeremy Grantham, renowned value investor, put out a report arguing value should come back. The percentage of US companies trading at 10x revenues is not quite as high as the peak in 2000, but it is still extraordinarily high today. On real basis after inflation, the expensive stocks trading at 10x sales did no better than bonds. You have a market environment that is crazy today. Value should preform better than growth. Value is trading at 40% discount to where it traded historically. He is increasingly moving into the value stocks.

BUY ON WEAKNESS

Both innovation ETFs that have similar tech and innovation stocks. They track different indexes. In the next 15-20 years, the future of growth must be part of your portfolio. There is risk for a correction, especially with interest rates and less liquidity. Want to buy dips. Don't rush into them. Could have both in your portfolio, up to 5% each.

BUY ON WEAKNESS

DON'T BUY

The challenge is that they have an embedded link to the equity market. In that perspective, it becomes a hedge against inflation. If inflation is going up, which increases the interest rate, and the multiple of stocks will be affected. In this case, they will underperformance significantly. In this environment, he doesn't think this will work out.

BUY

Caller asked for an infrastructure ETF. Gives you exposure to aspects of infrastructures like pipelines, utilities, and telcos. Aspects of infrastructures are there. Lots of different ways to look at infrastructure. PAVE gives you access to roads and infrastructure.

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