Latest Stock Buy or Sell? Make More Informed Decisions!

Not a favorite Canadian bank stock and believes there are better options available. Believes stock will under perform market. Latin America focus hurting the company.

Has sold shares in the company. Does not believe in prospects for company. Unsure whether dividend is sustainable. Better options available for investors.

Great business with international presence. $35 billion in sales last year creates very strong momentum. New management team will help stoke the prospects of the company.

Great brick and mortar company with history of success. Recent recession worries have been tough on company. 8x P/E multiple a good valuation to buy at. Excellent management team and balance sheet.

Very strong brand, but change in management has created problems. Covid-19 pandemic very hard on company. Disney + streaming business has hundreds of millions of customers. Investing heavily in new content for streaming. $33 billion investment in new programming will be fruitful. Strong legacy content.

Large reserve buildup and strong balance sheet. Recently struggles creating buying opportunity for investors. If own shares, keep them. Too volatile for defensive investors. Very good price for long term investors.

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. No longer backed by Aurora. Multiple attempts to redesign stores. Multiple products sold at steep discounts. Deteriorating margins.

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Timber demand supported by US housing. Premium valuation but attractive dividend. Lost backing from BAM. Stock is sensitive to lumber prices.

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Slower recovery due to weak Int’l markets. Trading cheaper than Canadian bank peers. Low rates will hurt short-term profits. Geographically focused in high ROE areas.

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Investment Red Flag: Inventory or receivables rising faster than sales. Investors should always look at receivables and inventory levels in relation to sales when considering a company. Look for consistency: if sales rise 10 per cent, then a 10 per cent increase in inventory is OK, but a 25 per cent rise is not. Sure, the company might be building inventory for a future growth spurt. But just as likely — if not more likely — the company’s expectations for sales are wrong, and its inventory is building because customers are not buying as fast as expected. This can hurt two ways. Customers might have too much and thus back off making new sales orders for a period of time, resulting in weak future sales growth at the company you are investigating. Or, worse, you might see the company take a writedown as its inventory becomes obsolete and unsaleable. Similarly, one needs to watch receivables. If they are growing faster than sales, it could mean your company is offering favourable payment terms in order to secure more sales, or, much worse, it is having trouble collecting on customer invoices.