Latest Stock Buy or Sell?
Make More Informed Decisions!

Today, Paul Harris, CFA commented about whether JNJ-N, MSFT-Q, ZBRA-Q, CP-T, META-Q, ZM-Q, CASH, REI.UN-T, MDLZ-Q, BAC-N, SYK-N, ZTS-N, FSV-T, XGD-T, BCE-T, CB-N, VIA-Q, NVDA-Q are stocks to buy or sell.

N/A
A Comment -- General Comments From an Expert
Market. Nobody knows what is going to happen but afterwards they will have a great explanation as to why it did. Advisors, medical and financial, are there to advise and are not there as a crutch. They need to understand the depth of the crisis and the complexity. This is what has to happen or we do not get to some kind of normalcy. Mobility of the workforce will allow us to do more and more things remotely and he thinks we can do these things and be productive.
Unknown
BUY
NVIDIA Corporation
There is a lot more gaming going on and then there are the data centers. With people working from home there will be a better upgrade cycle with personal computers. These guys should do well because of the data center side.
computer software / processing
WATCH
Viacom Inc.
The trouble is that it is going through a messy time with the acquisition. Their library continues to grow. But it is a messy stock at this time and so he would stay way for now.
entertainment services
BUY ON WEAKNESS
Chubb Limited
It is trading below book value right now. It is one of the best underwriters in the world. They have a good franchise. They have enough capital to grow organically and through acquisition. It may be more volatile over the next little while. Not a bad time to buy it for the long term.
insurance
BUY
BCE Inc.
The stock is trading as much as it was in terms of PE as at the high. The telecom sector should benefit in the short term. They have committed to their cap X program in the short term, which is a good thing for them. A great dividend and they are committed to it. He would look to buy these companies.
telephone utilities
BUY
If you want to play gold it is the best way to do it. With the amount of QE around the world there will be inflation. This is better than buying a company as there are no company specific issues.
E.T.F.'s
BUY
Firstservice Corp
It is a premier Canadian company. They take care of these tall gated communities. The commercial part of the business will continue to generate revenues for them. He really likes it
other services
PAST TOP PICK
Zoetis Inc
(A Top Pick May 21/19, Up 24%) Pets as well as livestock. There is not a lot of generics for pet drugs. A lot are the same as for pets as for humans.
Consumer Products
PAST TOP PICK
Stryker Corp.
(A Top Pick May 21/19, Up 4%) It is a good opportunity to buy the stock right here. Elective surgeries are shut down and have to come back. You may have tougher quarters over the next little while.
biotechnology / pharmaceutical
PAST TOP PICK
Bank of America
(A Top Pick May 21/19, Down 19%) It is trading below book value. It is not a banking crisis. A lot of business comes from other areas. They stopped buybacks. They have room to increase dividends when things return to normal.
banks
COMMENT

These companies are benefiting from the stay-at-home trend. There has been talk of merging with Kraft and that has kept the stock up. There is a lot of growth in the international side.

Consumer Products
DON'T BUY
It has diversified to a certain extent. They have put up other kinds of real estate within their malls. If you want to be in real estate, then there are much better places to be.
property mngmnt / investment
DON'T BUY
CASH
Dip in the market coming? Accumulate cash? The market is trading at the same multiple as in February, which seems strange to him. Getting out of the market is difficult because the downdrafts are few and the updrafts can go on for a long time. Don't sell out.
0
BUY
It has come into its own. It is trading at a ridiculous multiple. Video conferencing has come into its own. There was the issue of keeping data secure on their side. They need to spend some time to make sure that is done properly. It has become the goto product if you want to communicate with someone socially or as a client.
Technology
BUY
He likes it. The issue is that a lot of their revenue comes from advertising. They saw a flattening out of that decrease in advertizing. He thinks it will come back on others of their digital platforms. He thinks some of their platforms are not fully monetized. We may have to give up some civil liberties to have a normal life here.
Technology