Latest Stock Buy or Sell?
Make More Informed Decisions!

Today, Teal Linde commented about whether TCW-T, AL-N, LNR-T, BB-T, SHOP-T, CM-T, TD-T, CPG-T, RY-T, TSLA-Q, IFC-T, BABA-N, META-Q, CP-T, CNR-T, LNR-T, KHC-Q, WBA-Q, CVS-N, PBH-T, AAPL-Q, MSFT-Q, ECA-T are stocks to buy or sell.

BUY
He decided to get out of CVS-T because they were on the defensive too much. In the US a lot of funding for drugs comes from the government. They are always looking for ways to bring down healthcare costs in the US. CVS-T keep making acquisitions to make the company make sense. He would probably prefer WBA-Q.
specialty stores
DON'T BUY
Kraft Heinz Company
Their brands are not as popular as they used to be. They have been taken over by 3G, the cost cutters, from Brazil. The medium term outlook is that local and regional brands are on trend and it is more difficult for national ones. Brands are losing their value globally.
food processing
BUY
Linamar Corp
There are all kinds of good things about this company. After NAFTA was agreed upon the stock has gone down. Issues in Europe should have been short term. It is perceived as the smaller of the auto parts companies. But it should be viewed as a metallics manufacture. They make products for oil and gas, aerial lifts and agriculture. They are reporting after market close today.
transportation equip & components
BUY
CNR-T vs. CP-T. It depends on your stage of life. CNR-T is more diversified. CP-T is more Canadian concentrated. He would go with CNR-T because of this. They should do better this year. If the economy got rougher, CP-T would drop off more.
Transportation
WEAK BUY
CNR-T vs. CP-T It depends on your stage of life. CNR-T is more diversified. CP-T is more Canadian concentrated. He would go with CNR-T because of this. They should do better this year. If the economy got rougher, CP-T would drop off more.
Transportation
PAST TOP PICK
(A Top Pick Feb 26/18, Down 6%) The negative headlines started to roll in just after he recommended it. The latest results showed user growth up around the world 9%. Even in Canada and the US, usage actually increased for the first time in two years. They are spending on security and new growth initiatives. There is an expectation of them to police and monitor. This becomes a barrier to entry to entrants into the space. They own 4 of 6 social media platforms around the world with over a billion users.
Technology
PAST TOP PICK
(A Top Pick Feb 26/18, Down 7%) They never had any negative news regarding themselves, but dropped on negative trade news. However they have little trade with the US. It has come back up and they came out with 41% revenue growth. Their ecommerce business is expanding even faster than the ecommerce industry. He considers it a hold right now.
0
PAST TOP PICK
Intact Financial
(A Top Pick Feb 26/18, Up 16%) Half their business is auto and costs were going up because cars got more expensive to fix. They are doing fine in auto now as the insurance industry has been able to raise their rates.
insurance
BUY
Tesla Inc
When you go to work, why park your car when it could be going around doing drive hailing, or making deliveries (self-driving). You could make enough money from this to make the monthly payments. They are getting rid of all his stores and you will have to buy the cars on-line.
Consumer Products
BUY
Royal Bank
Hang on to it. This should be one of the ones you buy and hold rather than monitor closely. This is one of the stronger banks in Canada. This one has the advantage of being in the more profitable areas of banking than the others.
banks
SELL
They reduced their dividend down to a penny. Ask yourself where the stock is going next, not where it has come from. It is hard to make a case for a high degree of upside. Their production has been shrinking. See his top picks today for one that can go back up again.
oil / gas
BUY
Toronto Dominion
TD-T vs. CM-T. The banks this year should have an up year. He prefers TD-T. CM-T has the most exposure to Canada. They are going to do US acquisitions but those they buy will be at much higher multiples than CM-T trades at now so it will be dilutive.
banks
DON'T BUY
TD-T vs. CM-T. The banks this year should have an up year. He prefers TD-T. CM-T has the most exposure to Canada. They are going to do US acquisitions but those they buy will be at much higher multiples than CM-T trades at now so it will be dilutive.
banks
BUY ON WEAKNESS
Shopify Inc.
It has had a fairly large run-up recently. The valuation is extremely high. If you look at the sales they are at about 19 times trailing sales, making the stock price seem high. Wait for a large dip in the stock price. (Analysts’ price target is $245.00)
0
N/A
A Comment -- General Comments From an Expert
Uranium has been a very tough place to be. Don't buy the companies. He would just buy the Uranium participation units (UPC-T). At some point it is going to rise.
Unknown