Today, Christine Poole and Larry Berman CFA, CMT, CTA commented about whether TOU-T, AC-T, BCE-T, CIBR-Q, MDLZ-Q, NTR-T, XYL-N, DOL-T, BEP.UN-T, BCE-T, ENB-T, AQN-T, MG-T, DIS-N, AAPL-Q, AMAT-Q, GIL-T, SHOP-T, PFE-N, UN-N, CRM-N, LLY-N, CNR-T, V-N, ATZ-T, GOOG-Q, WSP-T, RTX-N, JPM-N are stocks to buy or sell.
Largest pipeline operator in North America. ~7% yield very strong. Expected to continue growing dividend. Recent weakness in energy prices reason for share price weakness. Assets very valuable as hard to replicated. Pause and/or falling interest rates will be good for business. Good for income oriented investors.
Believes Chinese economy will not continue to grow due to slowing population growth. Cheap markets in China are not expected to grow - does not see growth catalyst. Expected stimulus from Chinese government not materializing. Upcoming US inflation reads will be indicative of trends. Trend appears to be downwards for US inflation, however time will tell. Slower inflation will be good for markets - could be catalyst for economic growth.
Owns shares in portfolio. Major holder of company. Recent lagging in share price not a concern. Very high margin business. Despite lack of new products, still believes in future of business. Also expecting A.I. growth with technology.