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Today, David Burrows and Stockchase Insights commented about whether SHOP-T, CCO-T, SIS-T, GD-N, RIO-N, NTR-T, COST-Q, DOL-T, CVS-N, CP-T, SPB-T, XIT-T, JNJ-N, T-T, SOFI-Q, CSCO-Q, CNQ-T, CVE-T, MDI-T, CCS-N, MG-T, SIVB-O, TRI-T, BCE-T, TFII-T, LIF-T are stocks to buy or sell.

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HOLD

Part of a tech cohort that's behaving differently than the rest. More value tech at 17x earnings, dividend of 2.6% that will grow. He'd take a growing dividend of 2.6% over fixed income of 2.6% any day. Tech will not be the best neighbourhood to be in, but he owns this segment as he's looking for a more stable return rather than vague promises of future returns.

DON'T BUY

Won't be profitable for quite some time. When a stock plummets so quickly, there's an army of sellers just waiting to get their money back. Unless your horizon is really long, not a place for new money until technical picture improves.

COMMENT

Investing strategy. We're in a bull market. Go there instead of bottom feeding. 80% of a return is getting the sector and the market right; 20% is picking the right equity to take advantage of this. He's low in his tech weighting. You've had a multi-year timeframe to own tech. Now a lot of people are trapped at higher prices, who were late to the game. Be cautious about buying something with so many built-in sellers. Go to the sectors that are underowned and outperforming, where everyone who's there is happy because they're making money. Estimates will keep going higher, will become a bigger part of the market, better earnings growth in the near term. Go where the bull market is, not where it was.

BUY

Growing at 13% this year, 15% next year. Yield is 4.3%, and that will probably grow high single digits per year. Defensive. Won't hugely outperform, but total return will be pretty good. It's an offensive defensive, that scores a few goals from time to time.

BUY

Healthcare has been tough. JNJ has done better than the group. Rising RSI since November. Yield is 2.5%, with 6-6% dividend growth. Pretty attractive. Sector won't provide a huge tailwind, but a good journeyman position.

DON'T BUY

He's low on his tech weighting. You've had a multi-year timeframe to own tech. Now a lot of people are trapped at higher prices, who were late to the game. Be cautious about buying something with so many built-in sellers. Go where the bull market is, not where it was.

DON'T BUY

Never buy a stock on takeover speculation. Other places to be than here. Bad house in a nice neighbourhood.

BUY

Acquisition of KSU affect dividend? Dividend payout is low. Dividend has grown 17% a year for 5 years. Earnings will grow close to 20% in 2023. Likes rails and transports. He'd be a buyer.

DON'T BUY

Great job operationally. Earnings have grown nicely. 2022 will be relatively flat, depending on how well they can push through prices. 10-13x earnings, not expensive. Yield is 2%, not growing quickly. Probably better places to be such as COST or DOL, which he owns. More defensive than he'd want right now.

BUY

More economically sensitive, so when the economy's doing well people spend a bit more money.

BUY

More economically sensitive, so when the economy's doing well people spend a bit more money.

TOP PICK

We're facing inflation risk, and you need to protect against it. So own companies that can increase prices. Ag sector is one of the leaders right now. Seeing volume growth. Upside to earnings. Yield is 2.45%, likely to grow high single digits for the next number of years. (Analysts’ price target is $104.91)

TOP PICK

130B company that gets majority of earnings from iron ore and aluminum. Aluminum prices are breaking out. Infrastructure bill, reopening, supply constraints. In last 5 tightening cycles by the Fed, commodities have worked in all 5 for the next 18 months. Yield is 9.71%, depends on profitability, with room to grow. Great way to protect from reflation. (Analysts’ price target is $75.20)

TOP PICK

4 areas: tech, marine systems, aerospace, combat systems. Marine systems segment provided main growth right now. Most of their contracts are cost+, which gives them built-in inflation protection if costs go up. Demand by wealthy for private air travel. US won't cut military spending anytime soon. Yield is 2.21%, has grown at 10% a year for the last 5 years and likely to continue. (Analysts’ price target is $234.24)

HOLD

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Could continue to hold for income and growth. The valuation is more moderate at 21x earnings. The higher debt they took on over the last year is probably the cause. Less attractive than before. Growth is expected to be good and it could recover in a better market. Unlock Premium - Try 5i Free

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