Latest Stock Buy or Sell? Make More Informed Decisions!

The question was on buying fixed income ETF's. It is better to buy laddered, individual bonds where you know the return and the maturity dates. Examples of high quality bonds would be Government of Canada, BCE, etc. You can buy these at any discount broker - don't trade them, just hold.

He owns both CN and CP Rail and they are ones to hold for the long term. Rail is still the cheapest way of transportation. The stocks are cheap enough to offer double digit growth over the next five years.

Oil stocks are under pressure with the China slowdown. There could be more chances to drill under the Trump administration, therefore more oil and lower prices. Also OPEC is not cutting production. If there was a takeover it would go for a premium.

It is a large consumer products company and has gone though re-structuring. Pays a rock solid dividend. Although high quality it is low growth so he sees better better value in the field.

It has been the worst performing Canadian bank for 10 years so its dividend provides the highest yield. It doesn't have the asset quality of some of the other banks but it is very cheap. He hopes the Board of Directors will be cautious and try to avoid making any big mistakes.

This was another question on fixed income products. He recommends buying 1,2 or 3 year bonds, not a bond fund where fees might be high. Also you know what your income will be and what the maturity dates will be.

It often pops with a new drug but he doesn't like the sector. Pharma companies have not been good to invest in over the past year. He prefers companies with a medical devices component.

He owns it but is cautious and might sell one day. They have a massive $65 billion investment in the U.S. which should take effect next year. Investors are concentrating on AI where NVIDIA is the leader. He is cautious on massive capital expenditures since they could reap the benefits now, but what happens if there is slowdown especially since it is in a cyclical sector. He doesn't expect 10 to 20% growth.

It has delivered great earnings growth in the double digit range but the price didn't follow other techs so it is much cheaper. It has under performed due to the U.S. decision to deny an acquisition. You can expect to see accelerated share buybacks, 25 cents for every dollar of free cash flow. It has already incorporated AI into a number of its products.         Buy 36  Hold 9  Sell 3

With a market cap of over $60 billion it is the largest player in the medical disposables sector with 25% market share. Growth stalled for two years during COVID but is accelerating now. Its profits are solid so there is lots of room for acquisitions and a start to buying back shares. Trades at 17X earnings and there should be double digit earnings growth ahead. Can be somewhat volatile.       Buy 16  Hold 2  Sell 0

Trades on the OTC since it is based in Hong Kong. It makes brand name power tools. It is spectacularly well run and is poised for growth. The family owns 20%. Has a solid balance sheet with minimal debt. He is expecting 15% annualized earnings growth over the next several years and the stock to double over the next 5 years. It serves the do-it-yourself market as well as the construction industry.         Buy 1  Hold 0  Sell 0

MP shares have done a bit better than the sector, which has been weak. MP has $866M in cash and $945M in debt. It did have slightly negative cash flow in the last 12 months but its balance sheet is strong. It will lose money on price weakness this year but is expected to earn 14 cents per share in 2025. Insiders own 13% and there has been a little bit of selling this year. All in, we would consider it a decent company for rare earth exposure, but not a 'must buy' at all. 
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We think the discussion of BAM moving its head office to the US has helped, as it has been undervalued relative to US peers. This is why the company split in the first place, so it is good that the move has worked so well. The market is strong, of course, which helps, as do interest rates. But the breakout is still nonetheless impressive. Deutche Bank raised its target today to $59 (US$). It is, as always, involved in several transactions but there has not been any unusual news of late. But investors see the Trump win as favourable for the group overall. 
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The $4B withdrawal is fairly serious, though FSZ does have $166B, and it continues a trend of some assets leaving the company (including money that earlier flowed out to Pinestone following Nadim Risk's departure in 2021). On the plus side, it is coming at a time of good markets, and FSZ has seen some positive momentum recently (we have comments on its quarter posted). The 10% drawdown seems a bit much on the news, but any large $$ exit is never good for sentiment. But the drop may have been partly profit-taking as well, as shares have been on a roll prior to this event. 
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Factors that can influence a stock price: Non-company news

There are lots of non-company events that can move stocks, and even overshadow an earnings release. For example, next week’s U.S. election might see lots of stocks move dramatically, whether their third-quarter earnings are good or bad. Or, a competitor might report good or bad news, overwhelming a company’s own earnings report. Or, an interest rate change, geopolitical events or simply a bad (or good) market day might cause a stock to move sharply in the opposite direction to its earnings report.
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