Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Brooke Thackray and Richard Croft commented about whether CM.TO, PIC.PR.A.TO, BCE.TO, HMMJ.TO, IHI, SHOP.TO, TLT, XIU.TO, XGD.TO, ZWU.TO, MTUM, NFLX, AAPL, ZID.TO, ZWC.TO, ZCN.TO, ZPR.TO, CVS, ITE, HCRE.TO, XLV, RSI.TO, ABX.TO, IPAY, CAS.TO, ATRL.TO, RDS.B, ECA.TO, XLE, XLB.TO, XLP, TCL.B.TO, GOOG, CPG.TO, TECK.B.TO, DWDP, UNG, STE.TO, MG.TO are stocks to buy or sell.
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N/A
Canadian Banks. They are an interesting play because they are in everyone's portfolios. They have not really done very well. They have petered out. They are not in their seasonal period. They are probably not the best place to be. If it break down there is further weakness.
Brooke ThackrayUnknown
DON'T BUY
Forestry Stocks. Seasonality is the same as home builders and banks. They broke down to a key level and then broke that recently. It has fallen off sharply. This is not a sector to get into.
Brooke ThackrayUnknown
TOP PICK
It is defensive with a seasonal period from May first to the beginning of August. Investors get attracted to this sector at this time of the year because it is defensive. It has started to outperform the market. It is less exposed to the China/US trade deal. It is not a bad place to be. It is a place to hide out in.
E.T.F.'s
TOP PICK
REITs are in a good time right now. Rates are pausing or perhaps heading down but the economy has not fallen apart and this is when the REITs do well. It is a hiding place.
Brooke ThackrayOwned
E.T.F.'s
COMMENT
Trump has strong support across the board in America; China doesn't play by the rules. He doesn't agree with Trump's style of negotiation, but at least he is calling China on that issue. The markets are spooked by an America-China trade deal not happening tomorrow. No question: tariffs will hit both sides, though there's almost no inflation. We have the lowest unemployment since 1969, which is remarkable, yet we have no inflation--and this confuses central bankers around the world. How? We don't know. This is the most important long-term factor on markets. China has a 6% growth rate, but productivity has been falling for 15 years, yet also has little inflation. Meanwhile, the US is running a high deficit and some day it'll have to be paid back. Down the road, a dramatic melt-up could happen.
COMMENT
Buy a call at $54 in January 17, 2020 or Jan. 15, 2021 at $55? Is the latter better for the extra year? And add a put to offset the cost? They've had a good run, though it has staggered a bit recently. To buy a two years out is more like a warrant. You'll pay more for the one in 2021. This depends on your timeline--how long do you think CVS will return to its previous level. Either call is fine. Selling a put: If you sold at $55, you'd collect some premium and that would help pay for it. But if you do, all you're doing is creating a synthetic long position, and the same as owning CVS stock.
specialty stores
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