Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Alexander MacDonald commented about whether CNR-T, BNS-T, OTIS-N, JPM-N, SOFI-Q, AVGO-Q, NVDA-Q, CB-N, IFC-T, TD-T, DIS-N, ABT-N, MRK-N, BCE-T, MDLZ-Q, GOOG-Q, RTX-N, CNQ-T, SU-T, DOL-T, DLTR-Q, DG-N, V-N, SJ-T, CCL.B-T, JNJ-N, SPOT-N, NFI-T, WELL-T are stocks to buy or sell.
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He has a fairly negative view on it. The USD, for example, has a value that the Federal Reserve can defend. The USD is accepted anywhere in the world, anchored to a basket of goods, and will maintain its value +/- a couple of percentage points.
Bitcoin has none of that. Huge volatility. Doesn't know how you can pin a value on it. And if you can't do that, how can you use it to trade as a currency?
Sold a couple of months ago on poor performance. Questions about health of lower-income consumer have been flagged on conference calls, and this concern is creeping up even to the medium-income consumer. Taking steps to increase price points. An improving consumer would be a tailwind. If he had to choose, this would be his pick.
He doesn't generally participate in the E&P space, as it's hard to make decisions based on the underlying commodity price. Bigger picture, still huge demand for Canadian oil and gas on world markets. EVs won't take over anytime soon.
SU had been an underperformer and a laggard. Management changes have resulted in turning things around and improving operations. So now, he'd prefer this to CNQ.
He doesn't generally participate in the E&P space, as it's hard to make decisions based on the underlying commodity price. Bigger picture, still huge demand for Canadian oil and gas on world markets. EVs won't take over anytime soon.
Very strong operations. Very focused on shareholders by returning $$ to them and paying down debt. Would have been his top choice, until SU ended up turning things around.
Aerospace division challenged, as BA and Airbus are having a difficult time delivering planes. On the flipside, current planes have to stay in service longer and need replacement parts, so RTX has benefited. Selloff on engineering problems proved to be overdone.
Limited private-label competition. During pandemic, good at passing cost increases along to consumers without demand falling off. Concerns about impact of weight-loss drugs has abated. But huge increase in cocoa prices, at 47-year highs. Still happy to own.
He sold with news of recent US acquisition, wouldn't step in today. Company sold MLSE saying proceeds would be used to pay down debt, but then turned around and made an acquisition with a rich purchase price necessitating more debt. More capex now needed. Payout ratio still high.
Trades at 30x earnings, but it's warranted. Part of a duopoly, and has branched out into analytic services from its core business. Benefits from switching from cash to digital. Huge moat. There will always be regulatory risk. Happy to hold.