Latest Stock Buy or Sell?
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Today, Bruce Murray commented about whether CCO-T, GOOG-Q, RTX-N, LLY-N, NWL-N, NWC-T, NFI-T, V-N, MSFT-Q, CGX-T, T-N, BA-N, TSGI-T, IPL-T, DWDP-N, LNR-T, AVGO-Q, CELG-Q, DIS-N, CHE.UN-T, QCOM-Q, MU-Q, POW-T, ATZ-T, F-N, ENB-T, TFX-N, BSX-N are stocks to buy or sell.

BUY
Aritzia Inc.
He thinks it has tremendous upside. Most Americans know about the brand but just cannot get to a store. They have traction amongst US consumers. They have very good online sales.
specialty stores
COMMENT
Power Corp
The whole group of companies have announced a share buyback. He thinks it is a good investment for the dividend. This series of companies are solid. We need to see Putnam, their acquisition that GWO-T made, delivering through their mutual fund company.
mngmnt / diversified
SELL
Micron Technology
It is highly cyclical so is never a hold. It is being driven by data centers right now. The recent numbers were a little disappointing so he would sell and get into something more solid like a Broadcom.
computer software / processing
COMMENT
Qualcomm
They are locked in a patent war with Apple. They own the CDMA technology from the original generation of cell phones in the '90s. Their patents will do okay. They have been very aggressive in collecting patent revenue. Buy in the $50s and sell in the $60s. There is a solid revenue stream and no costs in patent revenues.
Telecommunications
HOLD
It has a 6-7% dividend and was paying out all its money as an income trust. In the US they made an acquisition with a law suit attached. It has plummeted. They believe it is a year's worth of cash flow in fees for this suit. There is a risk of a dividend cut in the future but it is safe right now. He has confidence in it, even if they cut the dividend.
chemicals
HOLD
Walt Disney Co.
He believes they will succeed at streaming. ESPN has lowered their revenues. DIS-N will succeed against NFLX-Q if anyone will. He thinks the move into streaming will tie the stock up for a couple of years. Longer term they will do fine.
entertainment services
PAST TOP PICK
Celgene Corp
(A Top Pick May 30/18, Up 22%) They have a lot of new products in their patent portfolio. They are being acquired. It would be a nice speculative holding in the marketplace when it closes.
Consumer Products
PAST TOP PICK
Broadcom
(A Top Pick May 30/18, Up 26%) It is an acquisition driven company. He thinks it will continue to do well as it is relatively cheap with good earnings potential.
0
PAST TOP PICK
Linamar Corp
(A Top Pick May 30/18, Down 23%) He still owns it and is looking for $80s/90s in the next 3 to 5 years. There is a move to 9-10 speed transmissions from 4-5 speed for improved gas mileage and this gives them a higher content in cars. It is a great company with an incredible future.
transportation equip & components
HOLD
DowDuPont Inc.
They merged and then de-merged the companies in a different combination. The spin-out is still in the process of happening. Canadians will get taxed at 100% on the spin out company when they receive the shares. It is rather confusing.
chemicals
HOLD
Inter Pipeline
It has a nice fat dividend yield. It is a mid-stream company in Alberta and are building a big new chemical plant there and it will restrain their cash flow for a couple of years. It has a bit higher debt level. He bought it for the dividend a long time ago. He thinks it will go sideways but hold its dividend.
oil pipelines
RISKY
They are the market leader in the poker business. If you are into high risk investing then there is an opportunity here.
Business Services
DON'T BUY
Boeing
Jet liner companies are down on the two jetliners crashing. BA-N is admitting their software was malfunctioning. The stock was charging ahead on big backlog and demand. He has Airbus and it has done fine. There will be some switching. He prefers Airbus.
Transportation
WEAK BUY
A T & T US
He is contemplating buying more. VZ-N is the market leader with less debt. With 5 G coming at us it will be the highest spend the industry has ever made. VZ-N is the quality stock but T-N made a big acquisition in Comcast. You could buy it for the dividend.
Telecommunications
BUY
Cineplex Inc
He is looking at CGX-T as it has a fat dividend yield and the stock has come way off. It has been very well managed over the years. If they are successful on their games room they will do well. There could be an uptick in movie attendance over the next year. The only issue is that CGX's debt is constantly expanding. (Analysts’ price target is $31.00)
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