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Today, Robert Lauzon commented about whether SRU.UN-T, CAR.UN-T, WIR.UN-T, IBM-N, NTR-T, AMZN-Q, GOOG-Q, LSPD-T, BMO-T, BB-T, GFL-T, ORAN-N, CP-T, CNR-T, DIS-N, BEI.UN-T, WTE-T, NFLX-Q, ATRL-T, LLY-N, BCE-T, WBA-Q, CVS-N are stocks to buy or sell.

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A Comment -- General Comments From an Expert
Market. One always has to be a bit skeptical about numbers from China. But there are always ways to look at satellite images to check that the trends are right. Industrial production numbers are quite encouraging. We are slowly seeing in parts of the economy, that 'V' shaped recovery globally. The markets are pricing in a Biden win. Was it to happen, there would be a stimulus that would offset some of the negative with the democrats having the senate, the house as well as the White-house. That would bring higher taxes but probably not in 2021. 2022 is when we have to get cautious about higher taxes.
Unknown
BUY
CVS Health Corp
CVS-N vs. WBA-Q. He has been cautious over the last 3 to 4 years as there were too many drug stores. He would pick CVS-N and has just bought some because of their vertical integration.
specialty stores
DON'T BUY

CVS-N vs. WBA-Q. He has been cautious over the last 3 to 4 years as there were too many drug stores. He would pick CVS-N and has just bought some because of their vertical integration.

specialty stores
DON'T BUY
BCE Inc.

All the telcos have paused over the last few months. Mobile data volume allowance is going up in plans while plan costs go down. A price war is hitting their top line. He prefers Shaw and Rogers. It is a marriage that at some point may happen. Telus has created a digital health care market. He prefers T-T.

telephone utilities
BUY
Eli Lilly & Co.
He owns a basket. He owns this one for their oncology division. He has not owned it for anything COVID-related. Sometimes it is better to buy a basket of these companies.
biotechnology / pharmaceutical
BUY
It is one of his favourite stocks right now. Some of its attributes will shine in 2021. The 407 is used a lot more again post-COVID shut down. He is not worried about their debt.
contractors
BUY ON WEAKNESS
Netflix Inc.
It is a momentum stock. He continues to buy it on dips. It is the new medium for movies. It is now a utility. He trimmed as it moved higher as part of balancing. They have continued revenue, subscriber and earnings growth.
Technology
PAST TOP PICK

(A Top Pick Oct 25/19, Down 31%) They have been in deep negotiations with TECK.B-T. The market was pricing in a $16 stock for them. This is the base case for this stock. There has been tax loss selling. They are now in negotiations with other bulk commodities companies. He still likes it.

INDUSTRIAL PRODUCTS
PAST TOP PICK
Boardwalk REIT
(A Top Pick Oct 25/19, Down 37%) It has had a tough couple of years here. It is a really good buy right now, trading at a 30% discount to net asset value. They were able to collect more than 95% of their rents. One day the value will shine through.
property mngmnt / investment
PAST TOP PICK
Walt Disney Co.
(A Top Pick Oct 25/19, Down 3%) Theme parks and cruises brought it down. They have no revenue streams from these but it is almost what it was before the pandemic. They pushed more content through their Disney Plus. He would continue to buy it on dips.
entertainment services
BUY

CNR-T vs. CP-T. It has always been a coin flip. He has always chosen CNR-T. You can't go wrong with either of them and they both continue to raise their dividends. He owns more CNR-T than CP-T.

Transportation
BUY

CNR-T vs. CP-T. It has always been a coin flip. He has always chosen CNR-T. You can't go wrong with either of them and they both continue to raise their dividends. He owns more CNR-T than CP-T.

Transportation
HOLD
Orange SA
It could be part of a basket of global telcos. He has owned it in the past.
Utilities
DON'T BUY

He continues to own Waste Connections (WCN-T) and when this one IPO'ed there was no reason to switch. GFL-T had more debt and were growing quickly by acquisitions and levering up the balance sheet. He is unsure if they can grow at the same rate now that they are public. He would stick with others.

environmental
DON'T BUY
BlackBerry
He owned it a few years back but it did not meet his expectations for growth. One day this one will be taken over by one of the larger global tech companies.
electrical / electronic