Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Greg Newman commented about whether BMO-T, BAC-N, JPM-N, C-N, KD-N, PRL-T, SHOP-T, SOBO-N, CJT-T, TOU-T, ADBE-Q, CHE.UN-T, FTT-T, EIF-T, UBER-N, META-Q, RCI.B-T, BIP.UN-T, T-T, NPI-T, ABX-T, TD-T, CPX-T, GOOG-Q, VRN-T, ALA-T are stocks to buy or sell.
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Waymo in San Francisco is not hurting Uber's growth there. Bears will say autonomous vehicles will take over, but he thinks it'll be harder to do than people expect. Q3 disappointment was mainly due to one-time insurance cost spikes; mobility up 17%, delivery up 16%. Market believes in 34% EPS growth.
Wonderful play on the future, ubiquitous product, now used as a verb. Trades at 17.6x PE for 2026 with 34% growth.
Beat on aviation in Q3, raised 2025 guidance on the back of their latest acquisition of Spartan. Lumpy, not as steady a compounder as BIP.UN. Always kind of cheap, now 13x PE for 2026 and growing 17%. Nice dividend, which will probably be boosted; payout ratio is fine.
Not for everyone. Small cap that gets forgotten, so that's a good reason to own.
Q3 miss due to softness in Western Canada. Capital discipline. Copper activity has been pretty solid, but Trump means there's not going to be as much thirst to go green. Pricing power, but that's over for now. Doesn't see a lot of growth over next couple of years.
Good over the long term. If it's in your non-registered account, don't sell. Easier ways to make $$ over the next 12 months.
AI darling. Q3 beat on top and bottom. But it's all about the guidance, and Q4 guidance was a bit shy. Trades at 21x the 2026 earnings, with 13% growth. Still pricey. An infectious product that's going to be more widely used going forward.
A name like this isn't only about fundamentals, it's also about the chart. Buy at some point, but not here. Definitely write puts around $400-420, and get paid the premium.
Really good for a long-term hold. Solid Q3, beat on fund flow and free cashflow. Lower capex costs. Nice dividends. Nat gas has been challenged for a while, but it's part of the bridge to green energy. Exports are coming, which will really help.
Trades in line with peers, good balance sheet. Production growth of 8%, and 10% cashflow per share growth. Probably the highest quality of the gas names.
Fast grower, expanding fleet. Market got concerned about impact of that on balance sheet. Cost discipline is driving free cashflow and buybacks. Valuation lower than peers. Business moat. Balance sheet is fine. Trades at 20x for a 14% growth rate, so not a slam-dunk on price to growth. Own some here.
Q3 nice beat across the board. So many different ways to grow this company. So pricey. Need to use the chart to figure out when to buy. Dangerous to be out of it, but you don't want to buy close to its highs.
On down days, write puts to get it at a lower price. In the new year, you'll probably get a better chance to buy. At that time, money will probably flow from the high flyers into the more beaten-up names like the telcos, so the pricier names will come down a bit.
Caters to the sub-prime market. Very profitable, scalable business with lots of growth. Very AI-driven to deliver more precise marketing and underwriting. Trades at 12x PE for 2025 earnings, 31% growth rate. If economy stays healthy in 2025-26, credit should be stable. Yield is 2%.
Because it's a growthy company, you probably want to own it in a non-registered account.
IT services. Modernizes mission-critical systems for some of the world's companies such as MFC, BNS, SLF, BCE, MSFT, Government of Canada. Some really big investors got into the name early.
Company says it's going into a very profitable period. He's modelling earnings growth of 116% from 2025-27, trades at 23x. Really nice growth and under the radar. Huge addressable market. An AI beneficiary. No dividend.
Its growth means you probably want to own it in a non-registered account.
A story of going from very bad to less bad to good. Selling assets. Trades ~7x, in line with other banks. But growing around 24% CAGR over the forecast horizon 2025-27. Beneficiary of the new Trump trade combined with cost cuts. More growth than either JPM or BAC. Yield is 3%.
Own in a registered account.
CRTC hasn't helped. Lack of population growth was not foreseeable. Interest rates went up faster than anticipated. Believes telcos will start to follow the US model and start to sell their towers, lots of opportunity to monetize to the upside by selling assets. He'd be really surprised if this wasn't a really good buying opportunity.
Still likes the name. He did sell some shares a few dollars north of here, but certainly not in registered accounts.