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Today, Brian Acker, CA commented about whether CPG-T, JNJ-N, BAC-N, YRI-T, F-N, AQN-T, BA-N, GIB.A-T, ORCL-N, MMC-N, INTC-Q, META-Q, ACB-T, KO-N, PEP-Q, IPL-T, MFC-T, EMA-T, CCL.B-T are stocks to buy or sell.

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A Comment -- General Comments From an Expert
Market. These huge declines in the market are not driven primarily by the CoVid19 conditions. About 20% are related to it and the other 80% is related to US and Europe and has been related to an expected deflationary shock expected before the virus hit. What you have seen is massive movement and liquidity hitting the market. Everyone should look at the US dollar. Even the US stimulus is not enough. We have to wait and see. Today is the first day we are seeing volatility going down. The deflationary shock is over. It has been averted.
Unknown
BUY
It is at EBV+3, down plus +5. His model price is $38.64. He would buy it at $36.
packaging / containers
BUY ON WEAKNESS
Emera Inc
We had a spike down and then a considerable rally. He would look to about EBV or book value. If you own it, you are down a bit but not down that much. He would be a buyer at $36.
Utilities
WATCH
Manulife Financial
These insurers get hit on all sides. It has gone below his EBV -3, which is 'in the blue'. Their balance sheet is impaired according to the markets. He would not buy until it breaks above $21.82.
insurance
RISKY
Inter Pipeline
He has been warning people about this. They pay more in dividends than their earnings. His EBV is $10. He thinks it will hang around there. If he had play money around then he would buy a little piece of it here, today. He thinks they cut the dividend too much. If he held it he would sell it.
oil pipelines
BUY
PepsiCo
CO-N vs. PEP-Q. They are both consumer stables and he likes them because they are falling off maybe 20% from their high. He is more a Coke guy and it is close to EBV+7 at $39 and closed at $42.81. Close to $38-9 he would be a buyer, maybe even at this price. You can do one or the other and still be okay.
food processing
BUY
Coca-Cola Company
CO-N vs. PEP-Q. They are both consumer stables and he likes them because they are falling off maybe 20% from their high. He is more a Coke guy and it is close to EBV+7 at $39 and closed at $42.81. Close to $38-9 he would be a buyer, maybe even at this price. You can do one or the other and still be okay.
food processing
SELL
Aurora Cannabis
Don't buy cannabis stocks here. Their earnings just aren't there. You can buy good value companies at discounts to book value so why go for this one. Move on. It is an opportunity to upgrade your portfolio.
0
WATCH
West Texas Crude – When to buy. Looking at other oil prices, Wyoming sweet oil is on the low end at -19 cents. There is no real control over these prices. Trump wants the US & Canada to put tariffs on foreign oil. These are strategic assets. If that happens all these stocks will jump.
Unknown
WATCH
FB-Q is certainly a buy if it got back to $135.
Technology
PAST TOP PICK
Intel
(A Top Pick Apr 22/19, Down 4%) He has been pounding the table on this one for quite some time. He still owns it.
computer parts mnfctr
PAST TOP PICK
Marsh & McLennan
(A Top Pick Apr 22/19, Down 7%) If you can get this at $64 he would be very happy.
insurance
PAST TOP PICK
Oracle
(A Top Pick Apr 22/19, Down 7%) He loves it. Old Tech. There is a new CEO coming in. It is a great company. They beat earnings estimates because everyone went out and bought laptops for work-at-home.
computer software / processing
BUY
Canadian Banks. Going back to the great depression, a lot of Canadian banks didn’t cut their dividend. Some are trading at EBV -3 so he would be a buyer. The hedge fund community is after these guys but they are down enough.
Unknown
BUY ON WEAKNESS
CGI Group (A)
If it got back down to $60 or EBV+3 it would be a fantastic price. It is a good opportunity to buy or buy more, however it could get down to $59 still.
consulting