Latest Stock Buy or Sell?
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Today, David Burrows commented about whether FCX-N, NA-T, CP-T, PM-N, MG-T, POW-T, BCE-T, MTUM-N, PLTR-N, NVDA-Q, NGT-T, AMZN-Q, IHI-N, SYK-N, PFE-N, MG-T, CCS-N, IYC-N, NFLX-Q, AC-T, DKNG-Q are stocks to buy or sell.

DON'T BUY
Pfizer Inc

Not overly bullish on healthcare as a whole, as its growth may be less attractive. Likes medical devices, with a built-in backlog due to Covid. He owns SYK. There should be a significant pickup in procedures over the next 2 years. SYK has strong earnings growth, near a 1-year high. Also look at IHI, the medical devices ETF, packed with companies leading the healthcare sector.

biotechnology / pharmaceutical
BUY
Stryker Corp.

Not overly bullish on healthcare as a whole, as its growth may be less attractive. Likes medical devices, with a built-in backlog due to Covid. He owns SYK. There should be a significant pickup in procedures over the next 2 years. SYK has strong earnings growth, near a 1-year high. Also look at IHI, the medical devices ETF, packed with companies leading the healthcare sector.

biotechnology / pharmaceutical
BUY

Not overly bullish on healthcare as a whole, as its growth may be less attractive. Likes medical devices, with a built-in backlog due to Covid. He owns SYK. There should be a significant pickup in procedures over the next 2 years. SYK has strong earnings growth, near a 1-year high. Also look at IHI, the medical devices ETF, packed with companies leading the healthcare sector.

E.T.F.'s
PAST TOP PICK
Amazon.com, Inc.
(A Top Pick May 14/20, Up 41%) Had a natural advantage through the pandemic. Sometimes the most obvious investment is the best one. Earnings will report in next couple of weeks.
specialty stores
PAST TOP PICK
Newmont Goldcorp

(A Top Pick May 14/20, Up 2%) He'd buy it with both hands today. If you look at the GDX ETF, it's broken out of consolidation since March, led by Newmont and FNV. We've started next leg higher in gold, and this will be significant. An asset to hold if you believe money printing is going on.

0
PAST TOP PICK
NVIDIA Corporation
(A Top Pick May 14/20, Up 90%) Continues to buy it. Semis are building blocks of a global economy. Highly economically sensitive.
computer software / processing
COMMENT
Gold and silver. If you look at the GDX ETF, it's broken out of consolidation since March, led by Newmont and FNV. We've started the next leg higher in gold, and this will be significant. An asset to hold if you believe money printing is going on. This is a sector you want to own once in a while, like now. Since March, miners are outperforming the metal itself. Companies will generate significant cashflow. Silver is an industrial metal and should do well.
Unknown
WAIT
Software to protect privacy. Went public last September. Trades at 40x revenue, very expensive. High expectations. Has had a really hard time since January. Great future, but not here today. A great company. Technicals are broken right now, so wait till they improve. Tech doesn't have momentum right now.
Technology
BUY
Changes holdings regularly to hold whatever has the highest momentum in the market. Unless things change dramatically, coming up in May, holdings should change from a very significant weighting in tech and healthcare, to significant weighting in financials, industrials, and basic materials. We're in the early stages of momentum of those latter sectors that are underowned, but showing more recent strength that should continue for quite some time.
0
DON'T BUY
BCE Inc.
A predictable holding. More like a bond proxy. Higher yield, less growth. Expects it to underperform the market. Other parts of the market are more interesting than telecom. Dividend growth over 5% per year. We can find better. Focus on more economically sensitive groups than this one.
telephone utilities
BUY
Power Corp
Stability, good solid dividend with growth. Dividend is over 5%, and has grown about 10% a year over the last 5 years. Capital appreciation as well. In the cyclical financial sector.
mngmnt / diversified
BUY
Magna Int'l. (A)
Reasonable multiple, great history of execution, and really big opportunities in EV. 70% of revenue is assembling vehicles. Many components are easily transferable to EV. 24x trailing earnings, great dividend and dividend growth. Great risk/reward.
Automotive
COMMENT
Hit in last couple of days. 7% yield, growing at 9% a year. Headwinds from an ESG perspective. Very inexpensive at 11x earnings. Steady performer as far as total returns. Have to ask yourself if, over time, institutions are less likely to own it.
tobacco
COMMENT
Canadian banks. Not a time to hold significant cash. Asset prices are inflating to offset global liabilities. Have to take central banks at their word that they will continue to push monetary policy and that fiscal policy will continue to push growth. Make sure you own things that will hold their value. Canadian banks have been a great place to do this. Great history of deploying capital effectively and growing dividends.
Unknown
TOP PICK
Transports within industrials have been great performers. Great way to play the economic cycle. Bottlenecks in logistics getting product to market. Global stimulus should see an economic boom. Rails have a great business model, and CP in particular looks attractive. KSU deal would be additive to earnings. If they don't win, stock price will go up. If they do win, should do well. Dividend has grown about 20% a year for the last 5 years. Yield is 0.83%. (Analysts’ price target is $510.30)
Transportation