Latest Stock Buy or Sell? Make More Informed Decisions!

Educational Segment. Stops. He loves ETFs for diversification. With a single stock you tend to fall in love with it and average down. You never want to have more than 5% in any one security, otherwise you are gambling. Take SU-T. A recent low was $29. A recent high was $40. At $39, you have 4 or 5% upside. Back in 2012, it was in the mid $20s. You have 8% downside and 4% upside. At $35, you have a much better risk reward ratio. Move in slowly and if it ever goes below your stop, get out. Don’t average down.

Markets. Greece will likely have the money for their debt payment later this month. But nothing has been fixed here. It doesn’t matter if Greece leaves the Euro. Their economy is not big enough to matter. He thinks the debt holders will take a big haircut. Over 5-10 years other countries will line up to leave the Euro. Greece is the test case. China released the weakest numbers in a year, but the money is coming out of real estate. You don’t want to play China at this point. We could get a pull back in China in the back half of this year as much as 30%.

Emerging Market Fund. They are about 12% of the world. 7.2% would be an equal wait for a balanced portfolio. ZEM-T or EEM-N are example funds. He thinks they are at the high end of the range so he is at half weight.

Thinks it will go higher. He does not know if the iWatch will be successful, however. He is more concerned about market risk in the back half of the year so he does not like to look at stock at all time highs. Don’t chase it here. Don’t put new money into it.

It looks like we are making a bottom. We are in accumulation mode. Get out if you see lower lows.

Close to its all time high. He is not a big fan of it in May. Be patient and look for a buying opportunity later in the year, close to $30.

They get more from downstream business than upstream business. A lot of the recent increase in share value was on refining. He does not like the risk reward ratio on this one, nor SU-T. There is a lot of overhead resistance.

Indian ETF. Very different demographics in India vs. China and he is bullish on India. We pulled back to the 200 day moving average. We are sitting on it right now. He thinks we are probably going lower and it will be a better opportunity in the back half of the year.

Markets. The US is starting to roll over, especially the multinationals. Europe is getting QE injections and so we could see higher values there. There is value in Asia. If the oil price had not dropped we would have seen rates rise in Canada. If oil prices come back up we will at least see interest rates rise in the US. He is sitting on high levels of cash and just starting to look for value to buy. He is underweight on oil. He started investing in Europe 3 years ago. It is now a multiple expansion story as much of the gains have happened. Pick your spots and try to buy value when you can.

We are in the early innings of the 3D print market. He passes on the sector as it is too early for him. PE is 40.

This is a higher risk story and we are starting to see it playing out now. There will be some upside, but it will be a multiyear up cycle.

It has been a dog for a long time. He thinks they will do okay, but there is no major catalyst. If you have an opportunity, perhaps sell it.

You can treat it as an ETF. It is a good growth story. The biggest negative is that Buffet is 80. He would not sell it, but if Buffet passes the torch this will definitely sell off.

Bought at the IPO and he kept selling half as it has had a fabulous run. He finally sold the rest of it. It is a growth by acquisition story and when you keep adding verticals you eventually run out of critical mass. Prefers OTC-T.

All US big caps are having trouble. It is a slow growth environment. This is a best of breed in storage technology. Storage is becoming a commoditized market.