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Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Brendan Caldwell commented about whether AQN.TO, IFP.TO, T.TO, ATZ.TO, TECK.B.TO, TD.PR.T.TO, NTR.TO, BI.H.V, WCP.TO, SJ.TO, AI, CARR, BEI.UN.TO, GM, EA, LKQ, COST, VMC, ESAB, ENTG are stocks to buy or sell.

COMMENT

Believes effects of interest rate hikes yet to be felt in the financial markets.
Expecting tough times ahead for investors.
Implications of multi-decade low interest rates will take years to be felt.
Consumers & governments will face larger expenditures once fixed term loans renew. 
Bracing for less than stellar results in the stock market the next 3-4 years.


TOP PICK

Contaminant removal in semi-conductor business.
"Picks & shovels" style business to A.I. boom.
Excellent business model for the long term investor.
More defensive than other names in sector.

TOP PICK

Stable business model, good for defensive investor.
Excellent management team.
Manufacturing & industrial business with large amount of North American market.

TOP PICK

Excellent business that is very stable.
Road building company that provides essential service for infrastructure spending. 
Large US Federal contracts. 
Stable revenue streams.
High barriers to entry. 

PAST TOP PICK
(A Top Pick Aug 05/22, Up 2%)

Will remain a shareholder.
Excellent business for the long term investor.
Very strong business model.
High value surplus of inventory being sold off.
Membership program continues to generate large amount of revenues.
Higher inflation will shift demand to lower cost goods.

PAST TOP PICK
(A Top Pick Aug 05/22, Up 8%)

Aftermarket auto-market parts supplier.
Has since sold shares.
Shifting investment to brand name parts.
A.I. will result in less car accidents and demand for parts. 

PAST TOP PICK
(A Top Pick Aug 05/22, Up 5%)

Video game demand down post Covid.
Has since sold shares.
Unsure on future of video game demand.
Waiting to see prospects for business.

HOLD

Legacy car companies still have valuable assets. 
Does not own shares.
Rebound in travel will help business.
Unsure on future of business.
EV deal with Tesla positive. 


BUY ON WEAKNESS

Does not own shares at this time.
~60% of residential units around Calgary area (fast growing area without rent control).
Good time to buy with rising interest rates impacting share price.
Strength in energy business also good for business.

HOLD

Demand for air-conditioning not going away.
Stable business model.
Likes sector due to defensive attributes.
"Picks & shovels" style business - correlated to housing market. 

HOLD

Prefers A.I. exposure via Microsoft. 
A.I. will explode, just difficult to predict outcome.
Unsure on prospects for business.

BUY

Very boring business - railway ties & telephone poles.
Excellent business model.
Still has room for share price to increase.
Owns shares in company.
Very strong management team. 

BUY

Owns shares of company.
Very strong intermediate energy company.
Recent weakness of share price - good time to buy. 
Good assets with excellent earning potential.
Strong management team. 

Unspecified

Unsure on prospects of business.
Toxic lead ingredients in business not a concern.

HOLD

Recent port strike will cause higher demand for products.
Does not own shares, but is a strong business.
Expecting higher share price.
Supply of Potash very erratic. 

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