Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Michael Sprung commented about whether CVS, CNQ.TO, CM.TO, MRE.TO, CAE.TO, VET.TO, T.TO, BCE.TO, LIF.TO, BNS.TO, AFN.TO, ATD.TO, AD.UN.TO, CCO.TO, MFC.TO, PD.TO, MTL.TO, RCI.B.TO, SU.TO are stocks to buy or sell.

COMMENT
Markets. Inflation is the primary factor affecting markets today and its effect on interest rates. We're entering a volatile period, which could last a while. We started with a supply shortage, which led to inflation, and the central banks are trying to stifle demand by raising interest rates. The real question is whether we'll go into recession, and he thinks we will, and the further question is how deep and how long. Problems affecting markets will take some time to work out, such as the war in Ukraine, de-globalization, and security of supply. It will be an interesting time, and value will become much more important. The emphasis is going to be on real, near-term, high-quality earnings and good balance sheets.
COMMENT
Can stocks rise along with interest rates? He supposes they can for companies that can pass through costs, such as grocery stores. But no matter the company, they're being hit with costs on the supply side. Can they raise prices as fast as costs are rising? "Effective cost control" is a buzzword for management these days, and often there's not a lot they can do. Also pressure on wages as the cost of living rises. It's going to take some time to work out. Governments have not talked yet about wage and price controls. He's hoping we can get to a more normalized interest rate period. Since the financial crisis, we've been living in an imaginary world when it it comes to interest rates. Those days are likely gone.
BUY
One of the benchmark stocks in Canada. Bullish on energy as a group, despite the great run. Higher oil prices will persist. Move to electric will take longer than believed. Oil prices have come off recently, due to recessionary fears, but prices shouldn't go much lower.
DON'T BUY
Question is whether the Shaw deal will close. Competition Bureau is lukewarm. Rogers keeps making more concessions, and the deal keeps getting pushed out. Don't invest today. Prefers BCE for stability.
BUY ON WEAKNESS
Latest FDX report gave pause. Pretty good handle on the markets in which they compete. Pullback may be a good opportunity. Well managed. Transformed themselves.
HOLD
Short? Reticent to short. Past year has seen demand for drilling and day rates go up, and this should persist for a while. Good performer. Content to hold.
HOLD
Management has done well transforming to less economically sensitive products. Asian exposure might affect it in the near term. Profitable. Expects dividend increases. Trades in a range, so now is not the time to sell. Yields well over 5%, fairly secure.
DON'T BUY
With the shift from fossil fuels, looks like it will come into favour. They're so affected by politics. One accident sends a chill on development. Primary supplier if the market comes back, but this can take a long time.
PAST TOP PICK
(A Top Pick Sep 21/21, Down 1%) Dividend of over 7% is relatively secure. Some of its segments are exposed to recessionary fears, and this has held it back.
PAST TOP PICK
(A Top Pick Sep 21/21, Up 18%) Extremely well managed. High multiple, but in an excellent position. Geographically diversified. Will continue to grow and do well for shareholders. A buy even today.
PAST TOP PICK
(A Top Pick Sep 21/21, Up 32%) Storage and handling agriculture products. As demand for those products grows, they'll continue to do well. Time in the penalty box is behind them.
BUY
Compelling dividend yield. Lots of SA exposure related to commodities, and political changes may have weighed on the stock. Going into this uncertain period, you want strong, stable earnings with a reliable dividend.
BUY ON WEAKNESS
Dividend fluctuates dramatically year to year. If you hold it for the longer term, it works out to a good rate of return. Iron ore can have pretty wide swings, and going into a recession will probably be under significant pressure.
BUY
Stability, fairly good dividend yield. Diversified through media, wireless, TV, and fibre optic. An excellent investment right now.
BUY
Extremely well managed.