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Stock Opinions by Stan Wong

COMMENT
Signs that the rally is broadening?

Somewhat. We're starting to see industrials, financials, and old-guard consumer discretionary perform. Seeing more market participation, broadening of breadth generally speaking. When you look at the S&P 500 and the MSCI World Index, over 65% of each one's constituents are now above the 200-day MA. That's a good sign.

Unknown
COMMENT
A Comment -- General Comments From an Expert
Seasonality.

US election years tend to be decent, particularly if it's a first-term President. Going back to 1950, the average return of the S&P 500 for an election year of a first-term President is 12.2%. 

How goes January, so goes the rest of the year. Going back to 1950, 16.8% average, full-year return for the S&P 500 whenever January is positive.

First quarter of an election year tends to be more volatile. Stocks that have run up may hit an air pocket, and weakness is your chance to add.

Unknown
COMMENT
A Comment -- General Comments From an Expert
Inflation.

Trending lower, even though the number this week was a little higher than hoped for. Interest rates are stabilizing, with debate on how many times US and Canadian central banks will cut rates. He sees multiple rate cuts this year.

Q4 GDP in the US was way above expectations at 3.3%. Labour markets are pretty solid, holding steady at 3.7% in the US.

Unknown
COMMENT
Secure US stock with yield over 5%?

More difficult to find once the markets have done well, as when the price goes up the yield goes down.

One of the screens he uses for low-beta stocks, with over 5% yield, is that the price is above the 200-day moving average and moving higher. He wants to see this good, long-term technical trend. The beta should be less than that of the market.

Unknown
BUY
Secure US yield play.

About a 5.9% dividend yield. Beta a bit less than overall S&P 500.

Business Services
BUY
Secure US yield play.

Yield is around 6.5%, typically lower beta. Were having a rough time, but recently moved above the 200-day MA. A lot of this is due to stabilizing interest rates.

telephone utilities
BUY
AT&T
Secure US yield play.

Yield is around 6.5%, typically lower beta. Were having a rough time, but recently moved above the 200-day MA. A lot of this is due to stabilizing interest rates.

Telecommunications
DON'T BUY
Nutrien Ltd.

Technical chart shows a falling price with lower lows, lower highs. Below 200-day MA. Soft commodity prices. Volatile on demand and pricing. Avoid for now. Long-term, less land so productivity per acre will matter.

agriculture
HOLD
McKesson Corp

Still likes it. Room to grow. Sees about 10% earnings growth. Prescription drug usage in US continues to rise. Only 3 players, with 90% market share. See his Top Picks.

wholesale distributors
HOLD
Mastercard Inc.

Still likes the space. Post pandemic, seeing more travel and spending around the world. Visa is the only other major player. Price above 200-day MA, which continues to move higher, higher highs and higher lows. Breakout on stock. Good name to hold, you can add on weakness.

other services
DON'T BUY

Great dividend, but not a lot of growth in terms of earnings. So total return not spectacular. Utilities don't grow at 15% earnings growth rates the way, say, a MA would.

With covered call strategies, you're missing some of the upside over time. You have to really understand what you need this for, income is a prime reason. MERs are also usually higher.

E.T.F.'s
COMMENT
ZUT vs. ZWU

Return of 38% over 5 years, whereas ZWU has a total return of only 13%. With covered calls like ZWU, you miss out on upside over time. The underlying securities of a covered call strategy often perform a bit better. So if you don't need the income, start looking at the underlying securities.

E.T.F.'s
HOLD

Good technical strength, 200-day MA still moving higher as is the price. Hitting 52-week highs. $74 is the all-time high, above that would be a breakout. Well diversified. Yield is 4.34%. Good spot to be, but he own MFC instead. 

Some of the insurers are outperforming the banks because they're a bit more levered to falling interest rates, fewer credit concerns and loan-loss provisions. Likes banks, too.

insurance
HOLD
Manulife Financial

Ranks a bit higher than SLF on his screens, but it's not by a significant amount. Exposure to Asia, a growing market. Yield is 4.9%, dividend should increase over time.

Some of the insurers are outperforming the banks because they're a bit more levered to falling interest rates, fewer credit concerns and loan-loss provisions. Likes banks, too.

insurance
HOLD
Amgen Inc.

Drop mainly due to NVO and LLY leading the pack on weight-loss drugs. Still, AMGN has a great lineup of drugs, revenues should grow over time. Ranks well for him. More beta than a normal healthcare stock. Now at 100-day MA, almost oversold. Makes sense from an earnings growth perspective, high single digits. Fine name, he just prefers others.

biotechnology / pharmaceutical
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