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The sector has been consolidating, but the basic materials should participate in the next move higher. They have a great collection of assets to participate in the next move up. He would first like to see a move higher before jumping in, particularly in the base metal prices.
The biotech sector is performing well. He would prefer to own the XBI-N ETF to get a basket and diversify risk.
The biotech sector is performing well. He would prefer to own the XBI-N ETF to get a basket and diversify risk.
This group has had a great run, but there is a lot of optimism priced into the space. What is coming next is the heavy lifting, having to show the money, so to speak. He is actually short the ETF HMMJ-T now. He is worried there was now follow through on stock prices, when the news of legalization was released.
This group has had a great run, but there is a lot of optimism priced into the space. What is coming next is the heavy lifting, having to show the money, so to speak. He is actually short the ETF HMMJ-T now. He is worried there was now follow through on stock prices, when the news of legalization was released.
The Chinese market has been “smoked” this year. This company is in the right sector right now and is a leader in the internet space. It is an out-performer.
The Chinese market has been “smoked” this year. This company is in the right sector right now and is a leader in the internet space. It is an out-performer.
The energy sector has been improving over the past few months. Suncor and CNQ took advantage of the downturn with some smart acquisitions. CNQ is trading at the top of the sector and is a large holding in their portfolio.
The energy sector has been improving over the past few months. Suncor and CNQ took advantage of the downturn with some smart acquisitions. CNQ is trading at the top of the sector and is a large holding in their portfolio.
Sadly, REITs do not do well in rising rates due to them being a bond proxy. He would be a seller of the recent REIT rally in general. They have weakening earnings and no revenue growth. He would be a seller.
Sadly, REITs do not do well in rising rates due to them being a bond proxy. He would be a seller of the recent REIT rally in general. They have weakening earnings and no revenue growth. He would be a seller.
He is a big believer in this company as it enables small internet based retailers to grow their business. They have 650,000 customers and have sales revenue growth of 70%. They are now targeting European markets and expanding their business to shipping, lending and other services. Yield 0%. (Analysts’ price target is $196.38)
He is a big believer in this company as it enables small internet based retailers to grow their business. They have 650,000 customers and have sales revenue growth of 70%. They are now targeting European markets and expanding their business to shipping, lending and other services. Yield 0%. (Analysts’ price target is $196.38)
The sector has been consolidating, but the basic materials should participate in the next move higher. They have a great collection of assets to participate in the next move up. He would first like to see a move higher before jumping in, particularly in the base metal prices.