Latest Stock Buy or Sell? Make More Informed Decisions!

Be critical of the positions you're considering. This one is making a new RSI low today compared to the rest of the market. Trading below long-term moving averages. Selling the family jewels of MLSE to support the rest of the business and the dividend. You'll get your dividend, but total return is the game. Better places to invest. 

Precision, specialized parts and fastening systems for aircraft. Defense market, which is performing well. Next generation of jet engines delayed, so those selling parts are doing well. Up close to 2.5x in last 12 months. Gapped higher on every earnings report in that time.

Continually beats estimates. One of his top ten positions. Making a new absolute and relative high against the market. Thought of using it as a Top Pick today. Chart shows the archetypal stair-step higher of rallies and consolidation.

Sells things needed to build power capacity. Future is very good, especially with infrastructure spends around the power grid. Continues to grow double digits.

Great bounce off lows. With change like a new CEO, often the first quarters can be a bit bumpy. He prefers the cleaner stories of RY, CM and NA. 

Sold because analysis told him growth was slowing. Other things to do. Opportunity with 7-Eleven is far from a done deal. If successful, he'd take a hard look at re-entering. 

Made a lower high compared to earlier in the summer, and now making a lower low. Not a chart for him, as it signals change in the behaviour of the stock. Until something happens to put the technicals right, or there's growth acceleration, he wouldn't add.

Long-term outlook is hard to say. Stock's doing well by putting 2 satellite companies together, thereby creating value. He owns a bit. Big run in a short time.

Came out of the position. Raised money, turned around and bought uranium, which was at odds with shareholders' ultimate best interests. Better use is to build up the company. Great asset, but that move was off-strategy.

He'd probably pick this one as the leader in the group. Uranium stocks have done much better in the last month, waking up. That cohort probably has a tailwind. Commodities markets have been waking up in general, prior to China making a turn. 

Broke trend, rallied, but made a lower high. Now making a lower low. He has a very low weight in tech, about 12%; whereas the S&P is about 28-29%. So many other things to do that are less crowded than tech. Technical setup not great; background for tech not as good as it was.

Streaming has been less exciting than people hoped. Wandering around in no man's land. Technically, not a great reason to buy unless you're a bottom fisher, and that's a dangerous game. Let things improve before putting $$ to work.

Oil prices weak recently. Lots of Middle East conflict. US energy producers in general have performed much worse than Canadian, partly because of debate on whether shale can sustain production. 

He owns SU, IMO and CNQ. Longer term, the sector is attractive and these companies will generate a ton of cash and strong dividend growth. You can put CVE in this category, but near-term technical questions. He'd love to see price of oil stabilize. It has in last couple of days, but that's geopolitically driven.

Give it some space. Not leading the market, but not technically broken in any way. Generally, gets a little firmer coming into winter. Comfortable owning.

Oil prices weak recently, generally gets a little firmer coming into winter. Lots of Middle East conflict. US energy producers in general have performed much worse than Canadian, partly because of debate on whether shale can sustain production. 

Longer term, the sector is attractive and these companies will generate a ton of cash and strong dividend growth. Near-term technical questions. He'd love to see price of oil stabilize. It has in last couple of days, but that's geopolitically driven.

Oil prices weak recently, generally gets a little firmer coming into winter. Lots of Middle East conflict. US energy producers in general have performed much worse than Canadian, partly because of debate on whether shale can sustain production. 

Longer term, the sector is attractive and these companies will generate a ton of cash and strong dividend growth. Near-term technical questions. He'd love to see price of oil stabilize. It has in last couple of days, but that's geopolitically driven.

Oil prices weak recently, generally gets a little firmer coming into winter. Lots of Middle East conflict. US energy producers in general have performed much worse than Canadian, partly because of debate on whether shale can sustain production. 

Longer term, the sector is attractive and these companies will generate a ton of cash and strong dividend growth. Near-term technical questions. He'd love to see price of oil stabilize. It has in last couple of days, but that's geopolitically driven.

Prefers not to step in front; like picking up dimes in front of a bulldozer. You could buy it and be a hero, but he'd prefer to buy at 20% off the lows with a better technical setup. Too many unhappy shareholders just waiting for it to move higher so they can get their money back. You want happy shareholders around you.

He owns GE (it's now purely jet engines after the spinoff). Also owns ERJ, which has an opportunity to win significant market share.