Stockchase Insights
Stockchase Insights on 5i Research 03/12/2022 at 12:18am

CANADIAN EQUITIES

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Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Investing Mistakes: Too Much Focus on Macro Issues. This year has been a challenge for stock pickers because companies do not matter now. It is all about inflation, interest rates and geopolitical events. There are debt-free companies with high margins and growth rates in the 70-per-cent range, yet their stocks are half, or less, of what they were seven months ago. Everyone worries about the macro picture, and no one cares about the companies. But guess what? You own part of a company when you buy its stock. You don’t own gross domestic product. You don’t own inflation. You don’t own interest rates. You own a company. Many companies will continue to grow and thrive despite the bad economic headlines. Don’t forget what you actually own.
Top Picks and Opinions
Javed Mirza
Javed Mirza on Market Call (BNN TV) 03/12/2022 at 12:13am

TECHNICAL ANALYSIS

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Very optimistic on the state of the global financial economy right now. Expecting the start of another 4 year bull cycle in the markets. Believes seasonal interest in Silver (Dec-Feb) will result in higher prices. Commercial hedgers are long on Silver right now. Short & intermediate trends are up on Silver as well.
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Jason Snipe, CIO, Odyssey Capital Advisors
Jason Snipe, CIO, Odyssey Capital Advisors on Halftime Report on CNBC 02/12/2022 at 11:17pm

US EQUITIES

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Today's better than expected employment numbers are pressuring markets. Maybe a recession next year will be shallower than feared. Let's if inflation numbers in the next two weeks bear a trend, a positive one. Seasonality, too, all these factors could give the market some lift into the end of the year.
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Jim Lebenthal
Jim Lebenthal on Halftime Report on CNBC 02/12/2022 at 11:17pm

US EQUITIES

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Today's better than expected employment numbers are pressuring markets. If this were July, stocks would keep falling and close 3-4% down, but is isn't happening. Why? Seasonality but more importantly fundamentals. This means, there's a growing chance of a soft landing. Creating more jobs last month is an indicator of that, of a healthy economy. Next Friday, we'll get the inflation figure for November. Note that the Cleveland Fed has been lowering its inflation forecasts.
Top Picks and Opinions
Jenny Harrington, CEO, Gilman Hill Asset Management
Jenny Harrington, CEO, Gilman Hill Asset Management on Halftime Report on CNBC 02/12/2022 at 11:15pm

US EQUITIES

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Today's better than expected employment numbers are pressuring markets. She's not bearish or bullish. Retail sales says didn't really grow. Wage growth continues, but is slowing. The S&P is trading at 18x 2023 levels that she thinks will come down. On the up side, we're past peak inflation and the worst of the Fed tightening. The tone is changing, but there's a cap to how high we go.
Top Picks and Opinions
Stephen Weiss, Founder, Short Hills Capital Partners
Stephen Weiss, Founder, Short Hills Capital Partners on Halftime Report on CNBC 02/12/2022 at 11:12pm

US EQUITIES

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Today's better than expected employment numbers are pressuring markets. He remains realistic, bearish. Given Powell's remarks this week, no, that isn't the end of the Fed's tightening. Bulls are stupidly insane. Forget using last year's valuation on a stock as a benchmark for this year's valuation.
Top Picks and Opinions
with Alan Tong

After the close

With Allan Tong

02/12/2022 at 09:51pm

Markets see-saw on U.S. employment numbers

The week ended on higher-than-expected employment numbers out of the U.S. which triggered a sell-off early Friday, but mostly recovered by the close. The S&P finished the session -0.12%, but advanced 1.66% for the week, the Nasdaq was -0.18%, but 2.82% for the week, and the Dow finished 0.1%, basically flat, but added 0.45% for the last week. The U.S. 10-year yield, though, sank to 3.473% as Bitcoin edged up 0.55% to top $17,000.

Big movers were Meta up 2.26%, Boeing by 3.7%, Dollar General at 3.27, while semis like AMD shed 3.26% and Amazon slipped 1.54%.

The TSX was flat on Friday, shedding 20 points, but added 0.88% over the week. Seven of the 11 sectors were in the green, led by consumer discretionary and health care, while real estate was the main laggard. Weed stocks soared with Tilray jumping 9.63% and Canopy Growth 9.09%, and Bellus Health rallying 4.2%. However, Wesdome Gold Mines closed at -8.56% and Canadian Western Bank -4.48%. WTI managed to stay above $80 despite giving back 1.1%.

🅱 Bitcoin (BTCUSD) (CRYPTO:BTC) +0.55%
🕵️‍♂️ Meta Platforms Inc / Facebook (META-Q) +2.26%
🛫 Boeing (BA-N) +3.7%
🛒 Dollar General Corp. (DG-N) +3.27%
💾 Advanced Micro Devices (AMD-Q) -3.26%
📦 Amazon.com (AMZN-Q) -1.54%
🌿 Tilray Inc. (TLRY-Q) +9.63%
🌿 Canopy Growth Corp. (WEED-T) +9.09%
🧫 Bellus Health (BLU-T) +4.2%
⛏ Wesdome Gold Mines Ltd. (WDO-T) -8.56%
🏛 Canadian Western Bank (CWB-T) -4.48%

Trending Today
Telus International Inc., Alibaba Group Holding and 24 Stock and 2 ETF Top Picks (Nov 25-Dec 01)
02/12/2022 at 11:00am

Telus International Inc., Alibaba Group Holding and 24 Stock and 2 ETF Top Picks (Nov 25-Dec 01)

This week were 24 Stock and 2 ETF Top Picks in a wide range of industries: Energy, Technology, Financials, Consumer, Communications, Industrials, ETF and Utilities. Here are this week’s Top Picks as selected by: Michael O’Reilly, Billy Kawasaki, Eric Nuttall,… read more

with Alan Tong

After the close

With Allan Tong

01/12/2022 at 10:05pm

Mixed earnings, mixed markets

Thursday saw markets swing between green and red, a day after the U.S. Fed’s comments that it would temper its interest rate hikes. Earnings, good and bad, dominated in the indices. In Canada, the TSX climbed 0.35% with all but two sectors (energy and utilities) rallying.

Materials and tech led the way with Shopify popping 5.48% and Barrick Gold rising 4.83%. Other influential names included Suncor at -2.4%, CIBC -7.69% after reporting earnings, and Kinross up 6.29%. WTI crude added another 0.62% to top $81.

Wall Street would have been generally flat or mildly positive were it not for Salesforce tanking 8.29% after reporting earnings and announcing that its co-CEO was stepping down. CRM weighed on the Dow, which retreated 0.56% for the session (but has risen 20% since its October low). The S&P closed -0.09 but the Nasdaq advanced 0.13%. Major movers were Meta up 2.2%, Etsy 5.77%, Netflix 3.84%, but the Bank of America slid 3.2%. As tech continued to rally, the U.S. 10-year yield sipped to 3.505% while Bitcoin added 1% to nearly touch $17,000.

🛍 Shopify Inc. (SHOP-T) +5.48%
🥇 Barrick Gold (ABX-T) +4.83%
🛢 Suncor Energy Inc (SU-T) -2.4%
🏛 Canadian Imperial Bank of Commerce (CM-T) -7.69%
🥇 Kinross Gold (K-T) +6.29%
💨 SalesForce.com Inc. (CRM-N) -8.29%
🕵️‍♂️ Meta Platforms Inc / Facebook (META-Q) +2.2%
🛍 Etsy Inc. (ETSY-Q) +5.77%
📺 Netflix Inc. (NFLX-Q) +3.84%
🏛 Bank of America (BAC-N) -3.2%
🅱 Bitcoin (BTCUSD) (CRYPTO:BTC) +1%

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It’s a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

The Panic-Proof Portfolio (Stockchase Research)
The Panic-Proof Portfolio (Stockchase Research) on Stockchase 01/12/2022 at 09:32pm

NORTH AMERICAN

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(A Top Pick Oct 06/22, Up 21.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with FIVE has achieved its $176 objective. To remain disciplined, we recommend covering half the position at this time and trailing up the stop-loss (from $125) to $145.
Top Picks and Opinions
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It’s a Buzzing Stocks opinion which is available only for Premium members

It's the review of the most popular stocks on social media. It's posted weekly to give you another view on the trending stocks, so you will not waste your precious time on scrolling social media feeds.

Daniel Straus
Daniel Straus on Market Call (BNN TV) 01/12/2022 at 07:17pm

ETF's

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Ethical EM funds. ESG is growing enormously. Take a look at FRDM. Tracks the Freedom Index, which looks at countries for freedom of the press, elections, democratic governments. Totally excludes China and Russia. India and Turkey find themselves sometimes included, sometimes not. There are actively managed global ETFs as well, look to their websites for criteria they follow.
Top Picks and Opinions
Stockchase Insights
Stockchase Insights on 5i Research 01/12/2022 at 12:15am

CANADIAN EQUITIES

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Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Investor Mistakes: Too Much Emphasis on Stories. In the past two years, there’s been tons of media exposure on a few companies and sectors, such as GameStop Corp., AMC Entertainment Holdings Inc., the electric-vehicle industry, the cryptocurrency sector and special purpose acquisition companies (SPACs). The media loves these sectors, they generate investor interest and trading, and result in a lot of FOMO amongst investors. But, really, are they that important? GameStop is a US$10-billion company in a declining industry. AMC is US$8 billion. They hardly matter at all in the big picture of the investment world. But together they account for more news stories than most large companies can ever hope to achieve. We ran GameStop through Google and got 143 million hits. We also ran AbbVie Inc., a US$270-billion company (27 times as large as GameStop) and got only 32 million hits. Investors need to put far more emphasis on the larger, important companies rather than the tiny companies that generate exciting headlines.
Top Picks and Opinions
Jim Cramer - Mad Money
Jim Cramer - Mad Money on Mad Money on CNBC 01/12/2022 at 12:02am

US EQUITIES

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Too speculative. They are a biopharma that develops drugs to neurological diseases, and that is the toughest thing to crack.
Top Picks and Opinions
with Alan Tong

After the close

With Allan Tong

30/11/2022 at 10:17pm

Tech, markets soar on U.S. Fed comments

Markets, particular in the U.S., were treading water this week until the U.S. Fed’s Jay Powell made his latest comments Wednesday afternoon, signalling a moderation in interest rate hikes. Specifically, he suggested the Fed will “downshift” to a 0.5% hike instead of 0.75% as seen in previous Fed meetings. In reaction, markets soared: the S&P 3.08%, the Nasdaq 4.41%, and the Dow 2.17%.

Tech led the gainers by far: Apple 4.85%, Nvidia 7.19%, Meta 7.89%, Tesla 5.52% and Netflix 9.7%. Beyond tech, luxury brand Estee Lauder jumped 9.11%. Meanwhile, the U.S. 10-year yield slipped to 3.633% while Bitcoin advanced 3.85% to $17,000.

The TSX enjoyed more moderate gains of 0.71%, with all sectors rallying except energy. Naturally, tech led the way as well as industrials and materials. Big movers were Shopify, leaping 9.53%, Lightspeed by 6.16%, though TC Energy slid 2.71% and Suncor declined 2.64%. That said, WTI crude climbed 3% to $80.

🍎 Apple (AAPL-Q) +4.85%
💾 Nvidia Corp (NVDA-Q) +7.19%
🕵️‍♂️ Meta Platforms Inc / Facebook (META-Q) +7.89%
🚗 Tesla Motors Inc (TSLA-Q) +5.52%
📺 Netflix Inc. (NFLX-Q) +9.7%
💄 Estee Lauder (EL-N) +9.11%
🅱 Bitcoin (BTCUSD) (CRYPTO:BTC) +3.85%
🛍 Shopify Inc. (SHOP-T) +9.53%
💾 Lightspeed Commerce Inc (LSPD-T) +6.16%
🛢 TC Energy (TRP-T) -2.71%
🛢 Suncor Energy Inc (SU-T) -2.64%

Trending Today
Robert Gill
Robert Gill on Market Call (BNN TV) 30/11/2022 at 06:32pm

CANADIAN LARGE

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Gold. Price of gold is caught in the middle but, overall, he'd be slightly bearish. Not working as well as an inflationary hedge as it has in the past, partly because the Fed's aggressiveness is really increasing the USD, so people are moving towards it instead of gold.
Top Picks and Opinions
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Uni-Select Inc, Hydro One and More at 52-week Highs & Lows  (Nov 23-29)
30/11/2022 at 11:00am

Uni-Select Inc, Hydro One and More at 52-week Highs & Lows (Nov 23-29)

Canadian & U.S. Stocks Finish Mostly Lower With Chinese Protests in Focus. Investors looked toward protests in China and weighed the impact the unrest could have on the country’s Covid-19 policy. 52 week highs included Uni-Select Inc & Hydro One.… read more

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