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Today, Teal Linde commented about whether SQ-N, TCW-T, LNR-T, CFP-T, NFI-T, FTS-T, NVEE-Q, ATRL-T, T-T, BB-T, ATZ-T, IFC-T, BABA-N, META-Q, CNQ-T, ENB-T, BYND-Q, AAPL-Q, SHOP-N, SHOP-T, ATD.A-T, XOM-N, BYD-T are stocks to buy or sell.

COMMENT
What's market telling you right now? It's decently positioned. Canadian market hasn't gone up a lot over the last 5 years. So Canada has more upside than the US, because of valuations. In the current decade, energy and materials represent only 25% of the TSX, a decrease. TSX is neglected among the world indices. Valuations are very attractive. Since 2010, S&P has done 3x better than the Canadian side. Financials are the biggest sector, but are still trading at lower valuations than the norm. International investors have turned their backs on Canada in energy. So this is an opportunity.
Unknown
WAIT
Has had a big run this year, because of less competition due to a merger. Plus, acquisitions this year have investors excited. Not the time to buy now. There's room to keep growing. It's a growing industry, as more technology is impacted with each fender bender. Insurance companies want to deal with companies that have more scale, which also benefits them.
other services
DON'T BUY
Exxon Mobil
Stay away. Have announced a 230B capital expenditure plan. Plans to grow production over 19 years have not panned out. Bought back a lot of stock and dividends have grown. He'd look to buy an oil company in Canada instead. Or even Encana, where 60% of production is in the States.
integrated oils
BUY ON WEAKNESS
Has a 5 year plan to double the size of the company. Including increasing fresh food offerings, taken from the successful European model. Cigarette and gasoline sales are under pressure. Has run up a lot, so wait for a pullback.
food stores
COMMENT
Shopify Inc.
SHOP, Canadian vs. US. Can't explain why one is up and one is down, unless it was the recent holidays.
0
COMMENT
Shopify Inc
SHOP, US vs. Canadian. Can't explain why one is up and one is down, unless it was the recent holidays.
Technology
COMMENT
Apple Inc
Still migrating toward services, which have much higher profit margins. iPhone sales expected to drop about 10%, so the stock will probably move sideways this year. Service revenue is also more consistent. Long-term upside. Apple and Samsung really have the market cornered because of US restrictions on phones from China.
electrical / electronic
DON'T BUY
Beyond Meat Inc.
Hype never lasts for ever, just as great fear doesn't. Stock is up 3x since IPO. Stock has increased likelihood of falling back. A product that can be replicated by others. They're focusing on their brand, and we'll have to see if this works out. The company will continue to do well, but the company and the stock are detached.
0
HOLD
Enbridge
It's a hold. Interest rate sensitives have done well. Line 3 pushed back is an issue. Dividend may need to be cut back a bit. Existing pipelines have become more valuable. Moving from fee-based to take or pay, so this increases value for shareholders.
oil / gas pipelines
BUY
Fabulous company. Grown dividend 17 years in a row. Natural decline rate is about 12%, extremely low. If you had to buy one Canadian oil and gas and hold it for 5 years, this is the one. Better, and more diversified, than Suncor. Management has tremendous track record. Good long-term hold.
oil / gas
PAST TOP PICK
(A Top Pick May 28/18, Down 0.1%) Has recovered a lot this year. Most recent quarter was simple and clean. What's holding the stock back this year are the huge capital expenditures. By the end of this year, revenue and EPS should grow. "Checkout" system represents a more seamless interaction from Instagram.
Technology
PAST TOP PICK
(A Top Pick May 28/18, Down 18%) Has come back from last year. Revenues are up 51%, but 33% going forward. Still good, since valuation is 30x earnings. BABA doesn't have the scale of Amazon yet. So you can see the profit potential once they get to scale.
0
PAST TOP PICK
Intact Financial
(A Top Pick May 28/18, Up 23%) Held up better than other stocks did last November. Have increased auto insurance in last 3 quarters. Home and commercial premiums have gone up. Top line and bottom growth.
insurance
WAIT
Aritzia Inc.
Came off, but has come back up. His question is when to buy? It's actually succeeding in the US. Well positioned between affordable luxury and fast fashion. Traffic is impressive. They've never had to close a store in 35 years due to failure. 20 consecutive years of increasing revenues. He's waiting for a stumble as an opportunity to buy.
specialty stores
WATCH
BlackBerry
Focusing on the connected car. Challenge of trying to replace the great legacy product of their successful phone. It's the right sector, as it's a huge industry, but it's early stages. Revenues have to catch up to valuations. A lot of upside if they succeed. Tech acquisitions are notorious for failure, so you have to be cautious about that.
electrical / electronic