Latest Stock Buy or Sell? Make More Informed Decisions!

National Bank is buying it. Price of shares of CWB has risen because of National's performance. NA is paying more than fair value for CWB. Is confident the deal will happen.

Has been a wild ride in past years, but they are now on the right path under current managers. Metrics like margin expansion look fine. Is now trading at a huge discount to intrinsic value and can re-rate further as performance continues.

Is exposed to all the right verticals. They make transformers to optimize energy, driven by the AI boom (the need for data centres). There's still upside despite the huge rally. Business is booming, and the growth trajectory is good. Trades at 18x PE, but growth makes the future PE reasonable.

Has been dormant for many years, but has been one of the best Canadian compounders. They're not in a high-growth industries, but TVK can make highly accretive acquisitions. Earnings power is high. Have a strong balance sheet and capital to deploy. Are very good at synergizing, but doubts they can be as accretive when buying larger companies. Is a solid hold.

A great small-cap, a compounder, enjoying booming business in supply chain for hospitals. Its in the best space for the last 15 years. Growth trajectory will continue for years. Buy pullbacks.

Good and innovative. They offer learning software that companies use to train employees and clients. His concern is that the founder and senior leadership have sold a lot of shares--a big red flag. Also, there's a lot of competition.

Auto parts is a terrible business. It demands heavy capital and constantly needs investment in production facilities. Also, it's highly competitive. The PE looks cheap, but it's capital heavy. Avoid.

Is very cyclical. See comments about Martinrea.

Recently volatile because they lost a customer in Michigan, but later gained a new client. Their business won't disappear and they are well run. Likes how the family runs this business. Good to hold with decent upside.

They lack company-specific problems of other banks, which helps performance. Canadian banks will do okay, because they are an oligopoly. RY's capital business is doing well with high returns. Aren't doing acquisitions, so are not paying for mistakes (like its peers). The smart M&A growth rate is paying. Buy on pullbacks. Is a hold at this price. At 15x PE, the upside is limited.

Never impressed with it. Needs to evaluate it more on the current pullback. Not an investment, but a trade at best.

Likes the company, not trucking. Smart managers who have been good operators, and smart capital allocators. But trucking is in a tough space now with lower rates. A long-term compounder that gains more and more market share.

The dividend is safe but their long-term growth is a question mark.

ATD is a tremendous capital allocator over many years. They don't overpay when buying companies. Is confident they can synergize 7-11, which would be their biggest purchase ever. Buy on any pullback. Is not afraid of an equity dilution, because there's a need for it sometimes.

Don't sell it. Has the top management team in Canada. The invented the vertical software consolidation business. They can continue to deploy capital at high rates of return. Strongly buy on pullbacks. They have never split their stock. Have high insider ownership. Can grow a lot for years to come.