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.
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.
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.
(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.
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.