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Stock Opinions by Tony Ciero, CFA and CFP

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COMMENT
Tariffs.

He is a bit surprised by the rates of 15% on average across the board, as they're a lot lower than what first came out on "liberation day" April 2. And the markets are acting accordingly. Markets have done quite well over the last couple of weeks, but tariffs have brought it back down a bit. Could be a buying opportunity. 

For those more sanctioned nations, they're seeing 35-40%. Canada is a big surprise with the rate going higher. Surprised we haven't been able to hash out a deal. We should really get rid of the slogan "Elbows up" and just get back to the negotiating table. It's worked well for the EU, Japan, and the UK, and we can live with 10-15%.

The rise to 35% isn't going to bode too well for Canadian equities. Trump continues to say that the issue is fentanyl at the border, but there's also the matter of Canada recognizing the Palestinian state. No tariffs were announced on China or Mexico because they're still negotiating. How could we not have achieved the same level of consideration? Suspects there are more issues underlying the US-Canada relationship than we're aware of.

COMMENT
Market drop today.

Talking to colleagues around the office, it's a buying opportunity. The market's done so well since we got over the hump of "liberation day". Now you're seeing it pull back 1-2%. 

Tariffs are being announced across the globe, and it's good to get a settlement and finalization of the numbers. As long as you have a number, then you can work around that. 

STRONG BUY

Stable dividend, 30 years of consecutive dividend growth. Solid revenue pipeline, which is regulated. Earnings growth in mid-single range. Pretty healthy outlook for the stock. Price of oil has somewhat stabilized. Yield is 6%.

If you don't need the income right now, sign up for the DRIP.

HOLD

Darling of the Mag 7.

HOLD

A favourite among the Mag 7.

WEAK BUY

Coming off a bit here. Potential to do well going forward, especially after the acquisition. If you're looking for stable performance and increasing market share in a financial, look at JPM. If you're looking for something more on the credit side, see MA or Visa.

BUY

Stable performance and gaining market share in the financial sector. Core holding. Tough to bet against Jamie Dimon. Taking market share from close competitors. Market cap approaching $1T, more than double its closest competitors. Buy today, hold long term.

BUY

A good name to look at for credit services in the financial sector.

BUY

A good name to look at for credit services in the financial sector.

HOLD
Up 134%. Hold? Sell?

Definitely continue to hold. Still sees quite a bit of upside. Has done quite well this year, after having safety issues 3-4 years ago. Trying to go more green. Integration gives it nice diversification. One of his core holdings.

SELL

Competition is the challenge. MSFT has become the darling. If you don't have an AI piece, you're left behind. Consider switching out, and take a look at MSFT or even AAPL (now that tariffs are getting resolved).

WEAK BUY

Now that tariffs are getting resolved, you could take a look at this name for potential growth going forward. iPhone brand will continue to do well. Expects it to fully catch up on its AI offering. Lots of cash on hand. Money spent on now-cancelled EVs can be diverted to R&D in AI. 

HOLD
3% of an investor's portfolio. Buy more?

An ideal weight, and that level already in place makes it sound as though the investor's portfolio is diversified. But take a look at BBU.UN.

WEAK BUY

Private equity arm of Brookfield. Projects all across the world. Could do quite well going forward.

BUY

Stock's done well since May, as it completed its main Oneida battery plant in the Niagara region -- ahead of schedule and under budget. Cashflow can be used to make the balance sheet more attractive. Stock will be rewarded. Looks very stable going forward.

Likes it quite a bit for its 2 other projects on the go, which are expected to be completed in next couple of years. One in Poland, one in Thailand. Companies with a niche will do well, so he's not too worried about the non-green rhetoric coming from the US.

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