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HOLD
A successful drug company that has made many acquisitions that have led to good value and promising drugs. Healthcare stocks are under pressure in general as the Trump Administration is threatening to bring down drug costs. He thinks this will end and you will make good money holding.
biotechnology
pharmaceutical
DON'T BUY
The expectation was that the parent company would take what was left over after the sale of Trans Mountain. That has not yet happened, so the stock has dropped in value and returned capital back to investors. There has been no discussion on future plans, so there is nothing to get excited about here. No reason to own it.
HOLD
China impact? An unusual company that it is a multi-national demand consumer product manufacture. It is not a value stock. He holds it personally, but not for clients. It did sell off when tensions over China began, which caused them to delay a Chinese store opening. Long term this will be a great company to own. In the short term, you also have to consider this as a luxury item and the global economy appears to be slowing.
clothing
HOLD
He is an owner, but sitting on the fence. It is a commodity stock. He ideally is a buyer when the commodity price is rising. But with trade issues happening and delays in planting, things are stalling. He will continue to hold -- for now. Any commodity stock is not a long term hold, they follow cycles.
agriculture
PAST TOP PICK
SHORT
He does not normally short stocks -- but this is one he would short. It trades at a ridiculous multiple. Musk is crazy. There is growing competition in the space. It will take a lot longer for electric vehicles to become mainstream. They are too dependent on the slowing Chinese economy. Their bonds trade only 85 cents on the dollar. Long term this company may not survive. He would not go near it.
Consumer Products
