Latest Stock Opinions and Top Picks from Market Call Guests

Fri
Aug 7
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Fri
Aug 7
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Stocks continued their rally and rose Wednesday. Hopes of a coronavirus vaccine and strong earnings from ma...   read more
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Today's Market Outlook

Fri
Aug 7
A remarkable run since the March lows. Deploying capital was easier then. Now, it's harder to find easier investment opportunities. Move in the real interest rates and pullback of the USD makes a case for gold. They are still focusing on North American equities.
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COMMENT
COMMENT
August 7, 2020

He likes the business productivity tools of Slack, but he would favour Microsoft for the tech space. IPAY will give you a bucket of payment option, but he would prefer to chose his own securities, like Visa. The payment space is a budding part of the e-commerce space that will continue to take off.

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Slack (WORK-N)
August 7, 2020

He likes the business productivity tools of Slack, but he would favour Microsoft for the tech space. IPAY will give you a bucket of payment option, but he would prefer to chose his own securities, like Visa. The payment space is a budding part of the e-commerce space that will continue to take off.

COMMENT
COMMENT
August 7, 2020

He likes the business productivity tools of Slack, but he would favour Microsoft for the tech space. IPAY will give you a bucket of payment option, but he would prefer to chose his own securities, like Visa. The payment space is a budding part of the e-commerce space that will continue to take off.

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He likes the business productivity tools of Slack, but he would favour Microsoft for the tech space. IPAY will give you a bucket of payment option, but he would prefer to chose his own securities, like Visa. The payment space is a budding part of the e-commerce space that will continue to take off.

BUY
BUY
August 7, 2020

With Amazon results being more positive than expected, we should see similar results from Alibaba. The market for e-commerce in China is greater than the US. Penetration is around 40%. The states are around 15%. Cloud exposure is also a pro.

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With Amazon results being more positive than expected, we should see similar results from Alibaba. The market for e-commerce in China is greater than the US. Penetration is around 40%. The states are around 15%. Cloud exposure is also a pro.

BUY
BUY
August 7, 2020

You can probably enter here if you plan to hold it for the long term. It will continue to grow. Visa has grown double digits, but Mastercard's stock has performed better. The move away from physical money will only continue and accelerate.

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Mastercard Inc. (MA-N)
August 7, 2020

You can probably enter here if you plan to hold it for the long term. It will continue to grow. Visa has grown double digits, but Mastercard's stock has performed better. The move away from physical money will only continue and accelerate.

DON'T BUY
DON'T BUY
August 7, 2020

He has held it before but has been disappointed by the results and production delays. The market is pricing in the loss of market share to AMD. They are ingrained in the PC and server side. The stock is undervalued but he would prefer AMD.

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Intel (INTC-Q)
August 7, 2020

He has held it before but has been disappointed by the results and production delays. The market is pricing in the loss of market share to AMD. They are ingrained in the PC and server side. The stock is undervalued but he would prefer AMD.

BUY
BUY
August 7, 2020
They own it and would consider adding more. It is a 5G play. They are making changes to governance right now.
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They own it and would consider adding more. It is a 5G play. They are making changes to governance right now.
BUY
BUY
August 7, 2020
A big fan of the Brookfield group of companies. Depending on the time horizon, there could be weakness in the near term. However, in the longterm it is positive.
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A big fan of the Brookfield group of companies. Depending on the time horizon, there could be weakness in the near term. However, in the longterm it is positive.
BUY
BUY
August 7, 2020
It merged with Livongo to create a company valued at $35B. Teledoc is on the physician side of the telemedicine. Livongo is more focused on chronic illness.
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Teladoc Inc (TDOC-N)
August 7, 2020
It merged with Livongo to create a company valued at $35B. Teledoc is on the physician side of the telemedicine. Livongo is more focused on chronic illness.
DON'T BUY
DON'T BUY
August 7, 2020
A critical player in 5G. However, he has found better opportunities elsewhere. It could still have some run, but he would prefer tower companies or US telecoms. They have disappointed in the past.
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A critical player in 5G. However, he has found better opportunities elsewhere. It could still have some run, but he would prefer tower companies or US telecoms. They have disappointed in the past.
HOLD
HOLD
August 7, 2020
An animal health company. He has concerns over livestock exposure, especially with people wanting less chemicals and antibiotics in livestock. The pet market side of the business is more positive.
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Zoetis Inc (ZTS-N)
August 7, 2020
An animal health company. He has concerns over livestock exposure, especially with people wanting less chemicals and antibiotics in livestock. The pet market side of the business is more positive.