Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Greg Newman commented about whether C-N, DIS-N, BA-N, TLT-Q, ZST.L-T, PSA-T, PPL-T, FM-T, BCE-T, TA-T, EIF-T, AEM-T, CCO-T, MFC-T, H-T, QBR.B-T, CMCSA-Q, CSH.UN-T, ALA-T, BMO-T, CVE-T, WSP-T, EMA-T, HBM-T, NVDA-Q, AC-T, BIP-N are stocks to buy or sell.
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Story's played itself out halfway. Accretive acquisition in June, which enhances quality and lowers age of its portfolio by about 3 years. Still bullish on seniors housing. Further gains from occupancy and rent increases. Not cheap (17x) versus other REITs, but he still models 27% growth rate. So on price to growth, still very much works.
Hydro One is too expensive to buy here. QBR.B is in a very challenged space with the 4 well-capitalized players. Whole telecom industry is cheap, QBR.B will work over time, decent dividend.
Gun to the head, he'd pick QBR.B. No gun, putting capital into a dividend stock for 3-5 years, he'd pick neither and put money into MFC instead utilizing the Canadian dividend tax credit.
Hydro One is too expensive to buy here. QBR.B is in a very challenged space with the 4 well-capitalized players. Whole telecom industry is cheap, QBR.B will work over time, decent dividend.
Gun to the head, he'd pick QBR.B. No gun, putting capital into a dividend stock for 3-5 years, he'd pick neither and put money into MFC instead utilizing the Canadian dividend tax credit.
Really working here. If Trump gets in, there will be volatility and gold will probably continue to work. Gold also works with lower interest rates, with questions about the USD, and with a thirst from Chinese investors. So it has strong backdrops.
As for weighting in a portfolio, there's no one formula. Depends on your risk tolerance. Gold tends to only act well at certain points. So if you're looking for more steadiness, quarter to quarter, gold's not for you. But if you don't mind the volatility, you could have 2-3% gold in your portfolio.
Nice little name that everyone forgets about. Aviation, industrial. Q1 strong, some manufacturing weakness. Reiterated full-year guidance. Nice organic growth. Nice dividend, low payout ratio, will probably increase dividend. Improving balance sheet. 14% growth, trading ~10x. Cheap, overlooked, some dividend growth. Can buy here.
Ton of drama for many years. Exciting play when it separated out RNW, but then they put them back together. Underperformed since then. Not a bad name, but doesn't have the nice dividend that others in the space do.
Not the first place he'd put money. Dead money absent other catalysts. On a really sharp pullback, you could add. If you own it, it's a fine hold.
Earnings today, numbers weren't bad, well-needed relief. Not raising dividend, as balance sheet's really been an issue. Duking it out with competitors; this may have reached an inflection point in terms of pricing and negativity, but will take a couple of quarters to show up. Asset sales, reducing headcount.
All eyes are on telecoms and regulators right now for roaming and wholesale rates. If there's a positive outcome there, plus lower interest rates, then BCE has more to go.
Likes the idea of PSA. TLT, he believes, is a leveraged play on the bond market and wouldn't do that. BNS high interest savings, for example, pays 4.75% for optionality and no risk.
For an ETF filled with 1-year bonds that's very low risk, look at ZST.L. Pays a high dividend, though it's interest. Very competitive rate. If interest rates come down, you might even get a bit of capital appreciation.
Growth starting to slow a bit, but still near 7.5%; when you combine that with the dividend, still makes sense on a PEG of ~1. Trades at 13x 2026, cheaper than most peers. GEI starting to bite its heels, but still works.