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Stock Opinions by Rick Stuchberry

COMMENT
Markets. It's the beginning of putting in a bottom. We put in a bottom in June. We'll consolidate here for a while, maybe with a lift for a bit, and go sideways for a time. If you look at previous bottoms, there's a theme: put in a bottom, consolidate and go sideways, and hopefully the next down move won't be followed by breadth in the market.
Unknown
COMMENT
Signals that the market's moving higher? Leadership on some of the bigger stocks. Last cycle, it was the FAANGs. This may repeat, or others may lead. Look for stronger and stronger breadth. You're starting to see this with AMZN, GOOGL, and MSFT. They're starting to show relative strength against the market, and that's a good thing.
Unknown
COMMENT
Areas to invest in now? He's been adding positions that he sold earlier in the year. In the last 2 weeks, he's added 2 Canadian banks. He's adding to positions he lightened up on. Now it's a matter of figuring out where the leadership will come from. Where do you want to be? Where do you not want to be? Quite a rollover in commodities in the last few weeks, so perhaps the bloom is off the rose. It's too early to say, but maybe the main momentum of commodities is over.
Unknown
WAIT
BHP vs. RIO For commodities as a whole, he's more of a trader, and he's not trading right now. Cyclicality impacts growth trends. Over time, the chart action is pretty horizontal. Both are good companies. Trade, don't put them in the closet and forget about them.
other mines
WAIT
RIO vs. BHP For commodities as a whole, he's more of a trader, and he's not trading right now. Cyclicality impacts growth trends. Over time, the chart action is pretty horizontal. Both are good companies. Trade, don't put them in the closet and forget about them.
other mines
COMMENT
Difference between ADR vs. ADS? Essentially, the same thing. One is a receipt, while the other is a security.
Unknown
BUY
Great company. Great value right now. Chinese politics took them down, and that's still the risk. Leader in its class, growing at over 20%. Very little debt. He'd add here.
0
HOLD
Last dog for the last few cycles. No issue with the dividend. The other banks are a bit better. Everything's down with the market, so give it a bit of time. See Top Picks for his favourite Canadian bank.
banks
BUY
$100 oil solves all their problems. Paid down debt. Increased dividend, and that's the right thing to do. This move will attract new investors. Even oil at $80-100, these companies are highly profitable.
oil / gas
HOLD
Sell? Commodities are a trade. But PSK is a royalty, so it's even safer than the other energy companies. When the price is high, trim; when the price goes away, add some back. The price of oil should stay up for a while and it'll be a good investment.
0
DON'T BUY
Very stable. Need propane in Canada in winter. He doesn't usually buy just income stocks. Always get some growth, as you never know when inflation will come back. See his Top Picks.
wholesale distributors
PAST TOP PICK
(A Top Pick Jan 24/22, Down 21%) This is what happens when you buy at the top of the market. AWS is great. A casualty of the market. He'd be buying. Should be a core part of a portfolio.
specialty stores
PAST TOP PICK
(A Top Pick Jan 24/22, Down 39%) High-end, and thought they could hide here amidst the luxury consumer. But when the market goes down, everything goes down. High-margin business. Will bounce back on the other side.
Consumer Products
PAST TOP PICK
(A Top Pick Jan 24/22, Down 30%) He's adding at these levels, not selling. Travel and streaming have been tough. Theme parks are starting to show positivity. A great organization that will do very well.
entertainment services
SELL
Commodities are trades. Things are bouncing around right now. Cyclicality makes it hard to invest long term. Ask yourself if you want to own a resource stock in the next 6 months. Look at the high-yield royalty companies instead of pure oil & gas.
non-base metal mining
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