Daily Stock Opinions

Page 1

Signal	Opinion	Expert
DON'T BUY	Stelco Holdings Inc.(STLC-T) November 20, 2018 Don’t buy now. Mainly because of uncertainty surrounding steel and aluminum tariffs. Canada’s cyclicals have been beaten down, so there could be value, but economic growth will slow somewhat. This would be a value trap. 0 0 0 0 0 0 comments	Don’t buy now. Mainly because of uncertainty surrounding steel and aluminum tariffs. Canada’s cyclicals have been beaten down, so there could be value, but economic growth will slow somewhat. This would be a value trap. 0 0 0 0 0 0 0 comments Zachary Curry Chief Oper, Davis-Rea Ltd.... Price $20.290 Owned Unknown

BUY on WEAKNESS	Royal Bank(RY-T) November 20, 2018 Negative push towards Canada from outside (housing levels, debt), and this includes the banks. But he’s positive on Canadian banks, they earn a lot of money. If housing does decline, those profits let banks weather the storm. Trade at good values, good profits, dividends are safe and valuable in times of market volatility. If you have a position already, you can afford to nibble away at it. banks 0 0 0 0 0 0 comments	Negative push towards Canada from outside (housing levels, debt), and this includes the banks. But he’s positive on Canadian banks, they earn a lot of money. If housing does decline, those profits let banks weather the storm. Trade at good values, good profits, dividends are safe and valuable in times of market volatility. If you have a position already, you can afford to nibble away at it. banks 0 0 0 0 0 0 comments Zachary Curry Chief Oper, Davis-Rea Ltd.... Price $93.620 Owned Unknown
DON'T BUY	Spin Master Corp(TOY-T) November 20, 2018 Buying opportunity? It has some fantastic brands, but subject to fads, which could have a material effect. But he has some concerns such as high valuation for consumer products company, management structure, and Toys R Us issue in the States. Be cautious on this name. You could be seeing some profit taking right now. 0 0 0 0 0 0 comments	Buying opportunity? It has some fantastic brands, but subject to fads, which could have a material effect. But he has some concerns such as high valuation for consumer products company, management structure, and Toys R Us issue in the States. Be cautious on this name. You could be seeing some profit taking right now. 0 0 0 0 0 0 0 comments Zachary Curry Chief Oper, Davis-Rea Ltd.... Price $42.330 Owned No
BUY on WEAKNESS	Walmart Inc(WMT-N) November 20, 2018 Making inroads against Amazon. Good earnings, recent acquisition is working. Current pullback is indicative of the market overall. Positive time of year for them. As online becomes a bigger component of sales, that will be reflected in the valuation. A defensive name, a stable investment, so it would go down less in a down market. department stores 0 0 0 0 0 0 comments	Making inroads against Amazon. Good earnings, recent acquisition is working. Current pullback is indicative of the market overall. Positive time of year for them. As online becomes a bigger component of sales, that will be reflected in the valuation. A defensive name, a stable investment, so it would go down less in a down market. department stores 0 0 0 0 0 0 comments Zachary Curry Chief Oper, Davis-Rea Ltd.... Price $94.160 Owned Unknown
DON'T BUY	Manulife Financial(MFC-T) November 20, 2018 Earnings looked good. They freed up capital for buybacks. Interest rate hikes are positive, but might take time to come through. Product sales are good in Asia, so fundamentally in good shape. Overhang of US lawsuits, which will go on for a while. Negative Canadian bias from outside of Canada. Stock won’t move until things get cleaned up. Prefers the banks. insurance 0 0 0 0 0 0 comments	Earnings looked good. They freed up capital for buybacks. Interest rate hikes are positive, but might take time to come through. Product sales are good in Asia, so fundamentally in good shape. Overhang of US lawsuits, which will go on for a while. Negative Canadian bias from outside of Canada. Stock won’t move until things get cleaned up. Prefers the banks. insurance 0 0 0 0 0 0 comments Zachary Curry Chief Oper, Davis-Rea Ltd.... Price $21.300 Owned No
WAIT	Microsoft(MSFT-Q) November 20, 2018 Add more? Has hung in fairly well compared to other tech. Viewed as more of a traditional tech company. Well managed. Cloud services are growing. Doing all the right things fundamentally. Tech spend will continue to increase. Sees core businesses growing. If you already own it, hold, but wait to add more and see if it comes down and holds around $95. computer software/processing 0 0 0 0 0 0 comments	Add more? Has hung in fairly well compared to other tech. Viewed as more of a traditional tech company. Well managed. Cloud services are growing. Doing all the right things fundamentally. Tech spend will continue to increase. Sees core businesses growing. If you already own it, hold, but wait to add more and see if it comes down and holds around $95. computer software/processing 0 0 0 0 0 0 comments Zachary Curry Chief Oper, Davis-Rea Ltd.... Price $101.710 Owned Yes
BUY on WEAKNESS	Goldman Sachs(GS-N) November 20, 2018 Positive on the name. Whenever anything happens in the financial space, Goldman is there. Has more torque than a traditional bank, as its earnings are a bit more leveraged. Keeping money to grow the business instead of returning it to shareholders, a positive. Conservative on loan reserves. Would be looking to add, not exit. investment companies/funds 0 0 0 0 0 0 comments	Positive on the name. Whenever anything happens in the financial space, Goldman is there. Has more torque than a traditional bank, as its earnings are a bit more leveraged. Keeping money to grow the business instead of returning it to shareholders, a positive. Conservative on loan reserves. Would be looking to add, not exit. investment companies/funds 0 0 0 0 0 0 comments Zachary Curry Chief Oper, Davis-Rea Ltd.... Price $191.340 Owned Yes

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