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Today, Jim Cramer - Mad Money and Brianne Gardner commented about whether BIP.UN.TO, CRM, IBM, T.TO, NVDA, MDLZ, ENB.TO, WCP.TO, AMZN, CNR.TO, CVX, V, RY.TO, TD.TO, DOL.TO, TSM, TOU.TO, DSG.TO, LULU, MGA, INTC, OUST, HOOD, PBI, UNH, CVS, HD, AAPL, GOOG are stocks to buy or sell.
We are heading into September which is seasonally weak. The recent message from Jerome Powell hinted at inching into rate cuts. Inflation has been cooling but the fight is not over. They want to see the core inflation at 2%. Another question is: will tariffs feed into higher pricing into the fall. The labour market is slowing but steady enough to avoid recession fears. Equities are holding up fairly well and earnings strength is spreading beyond tech. The equal weight S&P is starting to rally. Investors are shifting from tech to other sectors so this will create diversified portfolios. Canada is a softer echo of the U.S. Real estate and energy showed a little pop and consumer discretionary and healthcare are starting to show signs of strength. Expect volatility and she advises to start taking profits and reduce risk.
It has had a deep dive since January. Has had issues with international markets and recovery. It is a global leader in premium athletic wear but there is intense competition from its competitors. Wait for a turnaround to start and then maybe take an initial position of 1 1/2%. She has traded it before. Analysts are forecasting a 54% upside.
The question asked the guest to compare the two with a view to buying one of them. She prefers Royal Bank right now. It just delivered record results and is growing at 10% year over year. TD has gone through a rough patch and is re-structuring which is eating into profits. She doesn't think Royal Bank will split.
The question asked the guest to compare the two with a view to buying one of them. She prefers Royal Bank right now. It just delivered record results and is growing at 10% year over year. TD has gone through a rough patch and is re-structuring which is eating into profits. She doesn't think Royal Bank will split.
She still sees upside and it is one of the best known players in global payments. It has double digit revenue growth and its value added services contribute to more than a quarter of its revenue. Still has high margins. Returned $6 billion to shareholders in buybacks and dividends last year. Has strong fundamentals.
She sold late last year for profits but she still likes it for its profitability. There will be some volatility with the energy cycles. Trades at 11 times 2026 free cash flow and pays a dividend of 4%. She sees only 7% upside but has it on her watch list and could trade it.
Is up 71% this year and keep raising its dividend and 286% over 3 years since an activist got involved.