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Stock Opinions by Larry Berman CFA, CMT, CTA

COMMENT

Believes markets too frothy, and investors should be cautious. Expecting upcoming US Fed announcement could alter direction of markets. Inflation biggest topic of discussion. Fiscal outlook for USA very difficult - trillions in debt. If economy enters recession - will be very hard to deal with as deficits very high. Upcoming US/Canada jobs report will be strong - good for incumbent politicians. Elements of a bubble showing signs in markets, but unsure whether economy is due for deflation. 

Unknown
BUY

Premium yield is not as high as it used to be. Benefits to certain investors depending on needs. Would recommend buying. Is a safe product. 

E.T.F.'s
PARTIAL BUY

Not the best option for long term investors. Not the best method to chase upside with covered call strategy. Good for defensive investors. Good option for investors if markets sideways, or down. If bullish on gold prices - bullion a better option. 

0
BUY ON WEAKNESS
Walmart Inc

Recent stock split irrelevant to investors (same amount of earnings per share). Appearance of "cheaper" shares not true. Question is valuation of business to determine long term out. Believes future of business is strong, bit valuation is too high. Wait for price to fall. 

department stores
PARTIAL BUY
Nio Inc.

Still holds stock, but is frustrated with performance. Lots of competition. Believes value in stock at current price. Would recommend buying. Investors will need to be patient. Small position is best option. 

Automotive
BUY

Defensive name with stable companies. Would recommend for defensive investors. Would recommend product mixed with exposure to Europe and USA. 

E.T.F.'s
COMMENT
Educational Segment.

Believes recent headlines claiming end of stock market "value" to investors not credible. However, does not think market is at its peak. Would recommend caution to investors, but expecting further gains. Not sure when bull market will end. Has sold public equities but unsure of market direction. Prefers private equity at this time. 

Unknown
COMMENT

Investor interest in A.I., and tech currently propelling markets ahead right now. Not all A.I. companies earning profits, so will take time to see the winners. Expecting competitors to enter the chip space which will create competition for NVIDIA. Suspects a lot of the strength in companies like NVIDIA is due to investors FOMO in rising share prices. Preferred US Fed (personal consumption expenditure report) inflation index due at the end of February - and will be indicative of economy. If inflation is higher than expected - suspects market is due for a slight correction (3-4%). Demand side for bonds currently softer than past few months - indicating higher interest rates going forward. 

Unknown
RISKY

Long term - is bullish natural gas (better than coal for carbon). Commodity linked company can present risk in terms of investing. Would buy if at the bottom of natural gas cycle. Divided yield can also be risky with low natural gas prices. Would recommend a small position if interested. 

oil / gas
BUY ON WEAKNESS
Palo Alto Networks

Investors should be interested in value of cyber security due to importance. Question is whether share price is presenting opportunity. Would recommend to buy on weakness. If a long term investor - can buy any time. ~$200 share price is reasonable - would not buy at $300. 

0
COMMENT
Educational Segment.

Narrative around "Magnificent 7" - and importance in the markets is turning out to be the "Mag 4", since Apple, Tesla and Google are down in 2024. Small cap stocks are not performing nearly as well as the "Mag 7" - this suggests economy is not as strong as people think. Narrow growth in the market could be indicative of problems in the economy. Believes current "Mag 7" bull market is not sustainable, and investors should be cautious. 

Unknown
COMMENT

Annual ETF conference in South Florida giving investors details on new ETF products (Bitcoin very popular). CPI reading this week will be indicative on state of economy. Expecting a slight uptick on inflation. Believes market is over confident in amount of upcoming interest rate cuts. Upcoming corporate earnings (especially NVIDIA) will be interesting to watch. Suspects NVIDIA is due for a correction, and is short on the company (valuation way too high). 

Unknown
BUY

Interest rate sensitive product that can be volatile. If interest rates fall, this product will perform well. Would not recommend as a bond substitute. Next few months are a good time to add to this position. If/when interest rates fall (economic hard landing) stock will do very well. 

E.T.F.'s
BUY
Energy Transfer LP

Dividend very high (~9%), and is a good way to get exposure to energy infrastructure. Ukraine war has increased demand for domestic energy reliance. Good time to buy, and would recommend for a long term hold. Expecting earnings to increase, and would advise buying at anything below $10. 

Energy Infrastructure, Industrials & Utilities
BUY
B2Gold Corp.

Weakness in share price not a reflection of rising gold prices. Stock trading a multi-decade low. Cost issues, and inflation a challenge for the business. Current valuation presenting a buying opportunity. When gold stocks begin to rally, it will be initiated by a series of interest rate cuts by US Fed. Good time to buy. 

Golds
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