💻 Technology<\/strong><\/p>\n Advanced Micro Devices (AMD-Q)<\/a> Opinion about AMD-Q: Deal with OpenAI, which leads to discussions of circular economics -- does a deal with a promise of business in the future. The deal itself propelled the stock quite a bit higher, but he's not sure it deserves the valuation bump. The effect is quite dilutive. In third place behind NVDA and…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Visa Inc. (V-N)<\/a> Opinion about V-N: (A Top Pick Oct 22\/24, Up 22%) Hasn't trimmed. In a portfolio, not all stocks move at the same time. Some take leadership, while others take a breather. Visa's been successful at gaining market share, inflation also helps. Trades just south of 30x PE, and analysts give it 13% growth. A stable…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t CGI Group (A) (GIB.A-T)<\/a> Opinion about GIB.A-T: Investor parents in late 80s, this name is down this year. Price target ~$155. Adviser pushing to sell and move into silver. Son is worried. Every client situation is different. For example, do these investors have their income needs taken care of or are they close to the edge? So he'll just…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t ⚡ Energy<\/strong><\/p>\n Crescent Point Energy Corp (CPG-T)<\/a> Opinion about CPG-T: Great company. Looking at the chart, big wall of resistance it just couldn't get through. Then it broke out. If you own it, hold. If it pulls back to the neckline, he'd be all over it.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Subsea 7 S.A. (SUBC-NO)<\/a> Opinion about SUBC-NO: (A Top Pick Jan 08\/19, Up 13%) We are starting to see a bit of a recovery in the oil price and in the demand. This is an interesting company to watch.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Parex Resources Inc. (PXT-T)<\/a> Opinion about PXT-T: Trevor Rose\u2019s Insights - Trevor\u2019s most-liked answers from 5i Research PXT has staged a small recovery, up 30% YTD now. It remains very cheap at 8X earnings, with an 8.13% dividend. The balance sheet remains strong, with $75M net cash. Financials are still lower than they were several years ago, but consensus…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Kelt Exploration (KEL-T)<\/a> Opinion about KEL-T: Has deep assets, which they won't sell for 9-12 months, as they add others. He can't own every midcap, though this is good.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Enbridge (ENB-T)<\/a> Opinion about ENB-T: He's been cautious on the pipes. The pipeline ETF in the US is hitting RSI new lows for the year, as are a lot of the pipes in Canada (including the best-performing one, ENB). Price chart looks fine, relative strength is weak. Fine for the yield.People looking at long-life, more-utility-type assets are…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t 💹 ETF<\/strong><\/p>\n First Trust Dow Jones Internet Index Fund (FDN-N)<\/a> Opinion about FDN-N: ETF recommendation? There are a number of them out there. The ones he uses add diversification and are used primarily as a short term trading vehicle for him. He mostly uses SOXX, IGV and FDN.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t iShares MSCI Brazil ETF (EWZ-N)<\/a> Opinion about EWZ-N: Trevor Rose\u2019s Insights - Trevor\u2019s most-liked answers from 5i Research We are not experts on Brazil, and it has certainly had some economic issues of late. Still, the Brazil market is nicely ahead of the US this year, and positive on the year. EWZ is up 10.17% YTD. Certainly for investors looking…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Alerian MLP ETF (AMLP-N)<\/a> Opinion about AMLP-N: Above $35, has sold all exposure to AMLP. Closer to $30, it is a good place to enter for a trade. Probably will do well buying dips and selling rallies in the near term. Maximum upside is probably $40. Long term, there are some challenges.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t SPDR Health Care E.T.F. (XLV-N)<\/a> Opinion about XLV-N: Healthcare is not a value trap. It's the worst performing sector this year--and could get worse--but the knife has fallen. If you're looking for something to buy in a market with high valuations and possible headlines from inflation prints, look at healthcare. Healthcare is insulated from interest rate volatility. If you're worried…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t 🛍 Consumer<\/strong><\/p>\n AMC Entertainment Holdings Inc. (AMC-N)<\/a> Opinion about AMC-N: It reports Tuesday. The CEO is an amazing salesman and he bets he will tell a good story that his movie chain is doing very well.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Walt Disney (DIS-N)<\/a> Opinion about DIS-N: It's been consolidating and has to outperform earnings to break out which he expects, given strong theme parts and streaming. It's neither cheap or pricey at 20x PE.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Hyatt Hotels (H – N)<\/a> Opinion about H-N: Today they reported a strong earnings ebay. Corporate events are up 8%, showing that business travel is coming back. Shares jumped 10% today.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Vail Resorts Inc (MTN-N)<\/a> Opinion about MTN-N: It was a winner until 2021 when it peaked, but has slid since. It still hasn't bounced back. Had a disappointing 2023-4 season, which the company blamed on lack of snow. However, season pass sales are floundering, because they have been pumping up skiing prices. Also, they suffered a 2-week strike in…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Aritzia Inc. (ATZ-T)<\/a> Opinion about ATZ-T: US revenue jumped 41%. Up 10% today is quite positive, as would crossing the recent high of ~$90. If it has trouble getting through that level, some of today's gain may be pared off.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Home Depot (HD-N)<\/a> Opinion about HD-N: Was down 1% today. It needs deeper interest rate cuts than 25 points as announced today to get this stock rallying. The stock will still go higher, albeit slowly.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Royal Caribbean Cruises (RCL-N)<\/a> Opinion about RCL-N: They've had a remarkable turnaround in reducing debt.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t 🏛 Financials<\/strong><\/p>\n CitiGroup (C-N)<\/a> Opinion about C-N: Projected 28% earnings growth in 2026, yet trades at only 10.5x PE 2026. Despite a huge run, up 66.5% this year, it remains the cheapest big US bank.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Bank of Nova Scotia (BNS-T)<\/a> Opinion about BNS-T: Outlook in Canada is a bit rosier than it was 6 or 12 months ago. He'd continue to hold the banks.It's performing well because everything else is performing well. Should do fine as it goes through an operational turnaround, and this could lead to more upside. Instead he holds RY for almost…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Brookfield Asset Management Inc. (BAM-N)<\/a> Opinion about BAM-N: The latest low and latest high (this year) were both lower than the previous ones, so we may have a potential downtrend. Maybe. Be cautious with this.<\/p>\n\t\t<\/a>\n\t<\/div>\n\t Toronto Dominion (TD-T)<\/a> Opinion about TD-T: In the cash account of a retired senior, picked it up at $79. Hold or take profits? Some are concerned about growth cap in US. He likes it for the amount of cash on balance sheet, so it can withstand any weakness in the Canadian economy. Grows its dividend. Hold on, don't…<\/p>\n\t\t<\/a>\n\t<\/div>\n\t 📱 Telecommunications<\/strong><\/p>\n
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