It's quality on sale, though has disappointed this year. Expects unit growth and margin to expand.
It's a great company, because monetizing AI though Copilot adoption is early.
Trades at 9x PE, pays a 6% yield, and a new CEO by year's end could unlock value.
This is thuggish behaviour with Trump telling Apple, "Pay up." And now the negotiation comes. Tim Cook will have to pay it, whether through lower gross margins for example. Remember that Trump needs to pay for the tax cuts he just passed. The world knows now that the U.S. won't cut spending, and Trump needs to find money--squeezing everybody he can squeeze. Expectations needs to decline for Apple. In recent years, Apple's growth has slowed and their AI hasn't come out as hoped (and they may not get AI right), but as the US market goes, so will Apple. That said, the difference is Apple's services which boasts wide margins, and Apple has a history of catching up the latest innovations. When money flows into markets, it flows into Apple.
Investing 101: Think in terms of years, not months or quarters
This one is so important and probably the one that gets ignored most often by investors. No one wants to wait 5 or 10 years to see their portfolio providegainss. We want it all now. Unfortunately, patience is key in a portfolio. Set up a structure that makes sense for the long-term and don't change it unless your situation sees a material change (or if it was inappropriate to begin with).
Markets take time to generate returns and compounding takes decades to have the true power of compounding returns felt. It will be worth it though.
Similarly, companies do not execute a strategy in three month periods. It takes years to change a large company and for its strategy to be fully rolled-out, so an investment in a company should in-turn be viewed in a matter of years and not quarters.
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The week ended with Trump threatening the E.U. with 50% tariffs and Apple with 25% for not building its iPhones in the U.S. Though closing higher than the weakest parts of the session, the S&P still ended Friday -0.67%, the Nasdaq -1% and the Dow -0.61%. All indices lost around 2.5% for the week.
Apple sank 3.02% though the Wall Street consensus is that Apple cannot afford to shift production stateside. Elsewhere, Intel closed -2.43%, Intuit 8.12%, Deckers -19.86% and Workday -12.52%. Bitcoin sank 2.3% to US$108,530 while the U.S. 10-year yield remained at 4.5%.
The TSX added 25 points on Friday and shed a handful of points for the week. Only four sectors rose, led by materials, while tech led the laggards. Major movers: Whitecap Resources 2.83%, Denison Mines 11.59%, Cameco 10.04% after Trump signed orders to boost U.S. nuclear energy, BlackBerry -3.18% and Shopify -2.57%. Gold added US$64 to US$3,359 while WTI climbed half a dollar to US$61.70.
🍎 Apple Inc (AAPL-Q) -3.02%
💾 Intel (INTC-Q) -2.43%
💾 Intuit Inc. (INTU-Q) +8.12%
👟 Deckers Outdoor Corp. (DECK-N) -19.86%
📃 Workday (WDAY-Q) -12.52%
🅱 Bitcoin (BTCUSD) (CRYPTO:BTC) -2.3%
🛢 Whitecap Resources (WCP-T) +2.83%
⛏ Denison Mines Corp (DML-T) +11.59%
⛏ Cameco Corporation (CCO-T) +10.04%
📱 BlackBerry (BB-T) -3.18%
🛍 Shopify Inc. (SHOP-T) -2.57%
Hitting record highs, and his firm thinks it's going higher. There's been an American exceptionalism trade on for more than a decade, and some of the lustre's coming off. Capital is returning to other regions of the world, including Canada.
Canada's uniquely advantaged by having one of the largest index weights in gold of any developed market in the world, and gold's been doing very well. That and a number of other factors under the hood advantage Canada, not the least of which is still a wide valuation disparity between our market and the US market.
This week were 14 Stock and 4 ETF Top Picks in a wide range of industries: Healthcare, Industrials, Financials, Energy, Technology and ETF. Here are this week´s Top Picks as selected by: Michael O’Reilly, Darren Sissons, Eric Nuttall, Kim Bolton… read more
Lingering worries over America’s soaring debt kept the Dow and S&P flat on Thursday as the Nasdaq inched up 0.28%. The U.S. 10-year yield hovered around 4.539%.
Key stock names were Seagate, popping 4.24%, Tesla 1.92%, Enphase Energy -19.63% and Humana -7.58%. Coinbase jumped 5% as Bitcoin rallied another 2.6% to make a new high at almost $111,100.
It was a similar picture on Bay Street after the TSX gained only 14 points. Sectors were mixed with financials and technical balancing weakness in materials and utilities. Among the major movers were MDA Space, soaring 7.6%, Aecon up 3.82% and Celestica 3.74%. Weak earnings slammed Lightspeed for 7.97% lower while TD beat estimates, but laid off 2% of its workforce. The bank’s shares rose 3.24%. Gold slipped US$23 to US$3,291 while WTI gave back 1.3% to US$60.75.
💾 Seagate Technology (STX-Q) +4.24%
🚗 Tesla Inc (TSLA-Q) +1.92%
⚡ Enphase Energy (ENPH-Q) -19.63%
👨⚕️ Humana Inc (HUM-N) -7.58%
🏛 Coinbase Global (COIN-Q) +5%
🅱 Bitcoin (BTCUSD) (CRYPTO:BTC) +2.6%
🧬 MDA Ltd. (MDA-T) +7.6%
⚙ Aecon Group Inc (ARE-T) +3.82%
🧬 Celestica Inc (CLS-T) +3.74%
💾 Lightspeed Commerce Inc (LSPD-T) -7.97%
🏛 Toronto Dominion (TD-T) +3.24%
With oscillators, you have to be careful that you don't miss the forest for the trees. Breakouts are the most important thing. It all comes down to charts. Oscillators are just a side tool to help refine your trades.
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
A US dollar denominated low-MER etf that is tax efficient too. It holds USD deposits in Canadian chartered bank Hight Interest Savings accounts. As a Corporate Class etf, it does not make distributions, making it very tax efficient. Its gross yield is 4.0%. Yield 0%
Investing 101: Excessive trading creates transaction and taxation costs that are hard to overcome
Tax drag can be significant. Trading in a portfolio means an investor not only needs to be right by calling 'the top' on the stock they are selling but also be correct on the next investment they purchase and finally have that investment be so good that it overcomes the potential taxable gain created when the initial investment was sold.
This sets up a high bar for investors that trade a lot in their portfolio.
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Today, stocks slid as treasury yields rose. The budget deficit is front and centre now. When we finish budget negotiations to result in a bill, people will focus on Trump's promised tax cuts should be great for growth. The bill is inflationary, but will juice the whole economy. We will grow our way out of the deficit. The bond market will calm down.
Wall Street sold off as investors worried about ever-rising U.S. debt levels. Treasury yields climbed, with the 10-year reaching 4.593%. The S&P closed -1.61%, the Nasdaq -1.41% and the Dow -1.91% or over 800 points.
Key names included Tesla at -2.68%, Fair Isaac -15.74%, Nvidia -1.92% and Moderna -7.82%. Alphabet was a rare gainer, with GOOG up 2.87% after the company introduced AI in its searches. Also shining was Bitcoin which jumped 1.15% to highs of US$108,180.
Losses on Bay Street were lower after the TSX slipped 0.83%. Healthcare, real estate and tech were the worst performers and materials the only gainer. Major movers: Manulife -3.59%, Colliers -5.39%, Premium Brands Holdings -5.3%, CAE -4.99% and Orlan Mining rallying 6.77%. Gold itself advanced US$27 to US$3,317 while WTI declined 1.11% to US$61.35.
🚗 Tesla Inc (TSLA-Q) -2.68%
💾 Fair Isaac Corp. (FICO-N) -15.74%
💾 NVIDIA Corporation (NVDA-Q) -1.92%
💉 Moderna (MRNA-Q) -7.82%
🧮 Alphabet Inc (GOOG-Q) +2.87%
🅱 Bitcoin (BTCUSD) (CRYPTO:BTC) +1.15%
🏛 Manulife Financial (MFC-T) -3.59%
🏛 Colliers International Group (CIGI-T) -5.39%
🚚 Premium Brands Holdings Corp (PBH-T) -5.3%
🔒 CAE Inc (CAE-T) -4.99%
⛏ Orla Mining (OLA-T) +6.77%
In classic computing, programming is done with 0s and 1s. Quantum computing lets you do things with 0s, 1s, and a whole bunch of things in between that are called qubits. They allow the computer to run a lot faster and, therefore, to do higher computational things.
He's brought in a bullseye chart to help explain the ecosystem. The bullseye is the hardware, which provides the essential computational foundation needed for quantum calculations. Second circle is the software and algorithm development side -- translates hardware capabilities into actionable software solutions. Finally, you have the applications that deploy the software solutions to specific industries and sectors.
With qubits you can do faster computations and more of them. For example, a lot of medical experimentation is a series of tests and misses. If you can do this faster than you could before, you can shorten the timespan of finding the right computation to reach a medical solution. Another example would be supply chain logistics, and computing the most efficient route more quickly.
52-Week High TSX Stocks Here’s this week’s 52-week high stocks on Stockchase… 🏛 Financials 🚚 Industrials 🛢 Basic Materials 🛍 Consumer ⚡ Energy 👨⚕️ Healthcare 💻 Technology 52-Week Lows TSX Stocks Here’s this week’s 52-week lows stocks on Stockchase…… read more
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