Latest Stock Buy or Sell? Make More Informed Decisions!

It trades at 28X PE, always expensive. Their US peers like Dollar Tree, have not done well. Long-term, he's not sure. To make money, you may need to trade it. But he's unsure about DOL which continues to defy gravity. Maybe buy a dip, which seems overdue.

One type is a rate-reset: every 5 years will reset to a percentage above the Bank of Canada 5-year bond. The other type is a perpetual preferred, which pays the same rate forever. They act almost like bonds, paying a straight yield. The issuing company can call back these preferreds, which explains why the market for these has shrunk a lot.

Not good long term when interest rates will decline. Better to extend duration to capture the yield for a longer term. The reinvest risk is real and not an in-perpetuity investment.

Declined because US comps are down, and rental rates are pressuring them. But in Canada, there's less density and a better dynamic. Company is run well, and he likes their M&A a lot. This dip is good to buy.

It's chugging along. Likes management a lot. This can do well in any economy, strong or weak.

Is up despite a short report recently. Disagreed with that short report, full of unwarranted claims such as a weak board. Shares are down, so it's buying opportunity.

Interest rates will decline, so you future GIC rate will also decline. So will bond yields, but bond prices will rise. But bonds are more flexible--you can sell them anytime while GICs are a waiting game. He prefers short-term bonds, so buy those. Could yield 4-6%.

Likes it. Well-managed and will benefit from lower interest rates. Has owned it in the past. Stable. They lock in profit and control risk. Are now under pressure because of the higher-for-longer sentiment about rates, but he expects cuts to start in June. Pays a safe dividend of 6.4% that keeps growing. Execs own many shares.

A 3.14% spread over the government of Canada. Unlikely to cut their high dividend which you can collect safely.

On a total return basis including dividends, the return in positive; without the dividend, it looks negative. So you have to hold this a long time to ride out the fluctuations as you collect the dividends.

As investors buy the longer-end, it will force yields down and prices up, lower the short end and increase the long end. You could do well on the long end. He isn't going beyond 4 years, so that he can clip a higher yield. The government curve is very inverted now.

Utilities are out of favour and he owns none now, but he has owned and liked EMA in the past. Yields above 6% which can grow further. Problem is that if rates stay high for longer, shares will decline, though the yield would climb to 7%. He is watching utilities and he will eventually peck away at utilities.

Was under pressure last year because refineries needed investments, which CVE swiftly did, so capacity is up. That's when he bought. Shares and valuation have since risen. They have a lot of exposure to the WCS-WTI price differential that the as the pipeline expansion will come online--an opportunity. Also, they are lowering debt. Could be a dividend bump or share buybacks to come.

He's shifted investments from multi-family units to retirement. Canadians are aging and will need home. There's a shortage. It's in an unregulated sector, so rental rates can increase. Likes this because CSH makes homes, not long-term care. Occupancy rate is now 86%, and he predicts 90% by year's end, then above 90% in 2025. This organic growth will increase cash flow.

It's an e-commerce play. They hold a lot of warehouses. It once held only Magna asses, but that has declined a lot. Likes management. Half of assets are in the US, with exposure to Europe. They can deploy capital to any of these markets and act nimbly to react to market changes. Has the best balance sheet among peers