Today, Dan Rohinton commented about whether BRK.A-N, PPL-T, IFC-T, INTC-Q, CLH-N, MSTR-Q, CNR-T, AMD-Q, T-T, CME-N, VRT-N, SHOP-T, PANW-N, DOL-T, BCE-T, ATRL-T, ENB-T, RDDT-N, UBER-N, MFC-T, GEI-T, TRYG-CPH, MA-N, LIN-N, MSFT-Q, WCN-T, UNH-N are stocks to buy or sell.
Would hold for at least 5 years. Fiber assets and recent transition of business will take time to pan out. Strong dividend yield a signal of short term weakness. Investors must be willing to hold for a long term (at least 5 years).