Summer Sale
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Brian Belski
Chief Investment Strategist at BMO Capital Markets
Member since: Jun '23 · 61 Opinions
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Stock Opinions by Brian Belski
Is holding on. Yes, there are issues concerning the Warner Bros. deal, but this is the best streamer. He owns the best companies. Will reconsider if there are bad operation moves.
Brian Belski
Bought it because PNFP bought Cenovus Financial which he once owned. He wanted to see how it would integrate. Is a great smallcap bank in the southeast.
Brian Belski
Are centered on data centers and connectivity, unlike a chip company. That's why he bought this mid-cap.
Brian Belski
He just bought it. Is -40% this year while operation income remains strong. He always buys consumer discretionary when everyone hates it, like now.
Brian Belski
They report tomorrow. Loves it for its value and dividend growth, trading at 5 multiple points lower than Home Depot.
Brian Belski
He likes it long term. He bought it for growth in industrials. Shares have been weak since the election, but he would be adding on current weakness. Trump is expected to end the EV tax credits, which is pressuring these shares, but this sentiment shall pass. Will Lyft continue to compete with them? He doesn't know.
Brian Belski
CEO Jensen will deliver on Nov. 20's quarterly report. Buy the news and fundamentals ahead of time. NVDA remain the leader in semis.
Brian Belski
He bought Uber in August 2023. It's still adding to this industrial stock and essentially to buy in this sector.
Brian Belski
Was upgraded today. Because of Merrill Lynch, BAC now has scale--that theme is finally working.
Brian Belski'%20fill='%23ffffff'%3e%3cg%20id='Pager'%20transform='translate(423.000000,%201755.000000)'%3e%3cpath%20d='M243.295367,17.286474%20C243.68919,16.9045087%20244.327703,16.9045087%20244.721525,17.286474%20L249,21.4361302%20L253.278475,17.286474%20C253.672297,16.9045087%20254.31081,16.9045087%20254.704633,17.286474%20C255.098456,17.6684393%20255.098456,18.2877274%20254.704633,18.6696927%20L249.35654,23.856763%20C249.159628,24.0477457%20248.840372,24.0477457%20248.64346,23.856763%20L243.295367,18.6696927%20C242.901544,18.2877274%20242.901544,17.6684393%20243.295367,17.286474%20Z'%20id='Path'%20transform='translate(249.000000,%2020.500000)%20rotate(-90.000000)%20translate(-249.000000,%20-20.500000)%20'%3e%3c/path%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
The selling given AI disruption to financial services is way overdone. The market is going down a checklist of where AI could disrupt. Financial services was investing in AI way before many industries, so they're well prepared to take advantage of AI.