Latest Stock Buy or Sell? Make More Informed Decisions!

His preference is CP, due to the recent acquisition of Kansas City; still has synergies to go, better offerings for customers. High barriers to entry. Just pulled back on earnings.

He doesn't own any gold stocks. If you want to enter, focus on large-cap, seniors. They offer more conservative growth, and there's a lot behind them (more than just 1 mine or project). Names like AEM or Kinross. Kinross just had great results. AEM is a great producer with lower costs. Go with names in friendlier jurisdictions.

He doesn't own any gold stocks. If you want to enter, focus on large-cap, senior gold stocks. They offer more conservative growth, there's a lot behind them (more than just 1 mine or project), and they're in friendlier jurisdictions. Kinross just had great results. 

He doesn't own any gold stocks. If you want to enter, focus on large-cap, senior gold stocks. They offer more conservative growth, there's a lot behind them (more than just 1 mine or project), and they're in friendlier jurisdictions. AEM is a great producer with lower costs, this would be his #1 choice.

Lots of overhang. Prices have certainly increased. Lots of political pressure on how tickets are sold. Government may step in and impose regulations. He likes names without those threats. Chart is volatile.

Great company, high quality. More focused on investments than some of the other insurance companies. Hitting new highs.

Beneficial if you're concerned about the company you're invested in. He doesn't use them. His view is that if you're thinking that way, you should probably be thinking about selling some of the position. It tells him that you're unsure about the investment. There's nothing wrong with them, but in a volatile period the stop loss could get hit quickly. Then the stock comes back up, but you miss out.

Another strategy is to sell a portion, say 10%. That way, you've taken some money off the table if things go down.

Long-term horizon. Very few providers. You're basing your investment decision on, in very simple terms, whether farmers are going to be using the product or not. If you get a year where there's no demand, you have to wait another year.

Supply/demand can swing wildly, as with any commodity. Too volatile for him, like catching a falling knife.

One product, the POS platform. Too volatile and uncertain. Earnings and revenues are lumpy. Better choices elsewhere, despite the low valuation. He needs more sustainability and more product offerings. Management turnover.

The space has been a fantastic investment. There aren't a lot of options for getting rid of garbage. Once you're on their books, they can gradually increase prices. The issue is that valuations are quite high, and always have been. High barriers to entry. When stocks come off, the expensive ones come off the fastest.

The space has been a fantastic investment. There aren't a lot of options for getting rid of garbage. Once you're on their books, they can gradually increase prices. The issue is that valuations are quite high, and always have been. High barriers to entry. When stocks come off, the expensive ones come off the fastest.

This name's valuation is slightly better than others.

Rough go. Societal move towards non-alcoholic drinks. They'll come through. Tough space, especially for beer. Spirits are more compelling. But there are worse investments.

Money laundering issues have not gone away. Seems well on track to paying the fines. Bigger risk is a cap on US growth. That would really hinder it, as most growth is in the US. He sold. Financial position is solid. Speculation on management succession. 

He wouldn't buy anew. If you already own, hold, as a lot of bad news is already priced in.

Management is terrific. Financially very sound. One of the lowest break evens (mid-$40s) of all peers. Strong cashflow, 100% free cashflow being returned to shareholders via buybacks and dividends. Long-life assets, no need to drill like crazy. Yield is 4.7%.

Wonderful Canadian company. Energy is an important part of a diversified portfolio. Energy transition to renewables is going to take a lot longer than we think.

As a REIT, some benefit with respect to rate expectations. Just sold tower business in India, which was an overhang, using proceeds to reduce leverage. Capital allocation moving towards developed (away from developing) countries,  which adds certainty, higher inflation protection, and more data. Yield is 2.7%.