Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Barry Schwartz commented about whether GRMN-Q, TDG-N, WSO-N, ATD-T, TFII-T, TECK.B-T, BCE-T, PKI-T, CNR-T, CP-T, KEY-T, PPL-T, TSLA-Q, BEP.UN-T, LYV-N, BRK.B-N, CSU-T, NA-T, RY-T, TD-T, CNQ-T, RACE-N, CCL.B-T, BN-T, KKR-N, CSGP-Q, GIB.A-T, CAR.UN-T are stocks to buy or sell.
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Last year was phenomenal. This year a little slower, but that doesn't change the thesis for him. Still believes it has ability to grow topline and bottom line close to 20% a year. If true, in 3-4 years you'll get another double. No end to the acquisitions it can make, as well as spinoffs to encourage faster growth. Don't get too miffed about the quarter-to-quarter acquisition growth.
Has done quite well compared to S&P 500. Thinks Buffett is being cautious this year, selling down material positions in AAPL and BAC, buying more OXY. Should see improved operations at Geico and Burlington Northern. CEO-to-be Greg Abel taking control of underperforming operations, and Barry is excited about that.
Owns in his balanced fund for income. Strong long-term performer. Multi-year dividend growth. Great management team. Irreplaceable assets across BC and Alberta. Hopefully will benefit from more LNG buildouts. Oil & gas prices are decent.
Hard to tell if it will go higher, as it's not a high-growth company. Perhaps expect 8-10% long-term growth with dividends. One of the best infrastructure names in Canada.
Owns in his balanced fund for income. Strong long-term performer. Hopefully will benefit from more LNG buildouts. Oil & gas prices are decent. In the face of lower interest rates, offers stable dividend without much regulatory concern.
Hard to tell if it will go higher, as it's not a high-growth company. Perhaps expect 8-10% long-term growth with dividends. One of the best infrastructure names in Canada.
Management's done an excellent job. Hopefully the Kansas City deal will show material earnings growth. Kept guidance for 2025 quite high, though this year has been disappointing due to strikes and weather. Tough business with lots of capital expenditures, unions, weather.
Avoiding for now. Valuation too stretched for him. On a material pullback, may look to get in. Used to own CNR, but probably should have bought this one instead.
Owns in balanced income fund, hasn't worked this year. Down 20% before dividends, not great. Volatile fuel prices, consumer not spending as much. Dividend grower for many years. Management in fight with major shareholder. Ridiculously cheap valuation, share price should have found a floor. Could be subject of an acquisition.
Hard to find a catalyst for growth. Massive debt, dividend not covered. Business fundamentals aren't great. So much regulatory pressure, plus competition. Sold his telcos, mainly because price of cell phone service for Canadians is a big risk. MLSE was a prize asset, and they sold it, not a good look. Stay away for now.
Loves that it's focusing on copper and zinc. Very challenging to build those mines anywhere in the world, so it's great long term. But it is a commodity company, subject to swings in copper and zinc, and that's why he usually stays away from commodity companies.
(Analysts’ price target is $80.00)Tough slog for freight traffic. Hard to know if that's cyclical, or because we're coming off the insane activity of 2021. Unionized, whereas some competitors are not. Not a great quarter; UPS Freight acquisition hasn't panned out as expected.
Thing is, it generated $270M USD of free cashflow in a very poor quarter. Insanely great. Tells you how well it will do when market picks up. Will eventually split into 2 companies, and valuation gap with US peers will narrow.
Loves the Canadian banks long term. His favourites are NA and RY right now.