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COMMENT
Normally you see sell-offs in September and October. It's a good time to watch when the sell-off is done and it's a buying opportunity. Things tend to be better in Q4 than in Q1.
Unknown
COMMENT

Two completely different horses. Amazon is more innovative so it could have higher growth, but Microsoft has new upgrades, new contracts and is more stable. He wouldn't own either because FANGS make up about 20% of the index funds, so they will go down more than the others. Would buy half a position and add more depending. On a risk basis, it's too exposed to the overall market.

specialty stores
COMMENT

Two completely different horses. Amazon is more innovative so it could have higher growth, but Microsoft has new upgrades, new contracts and is more stable. He wouldn't own either because FANGS make up about 20% of the index funds, so they will go down more than the others. Would buy half a position and add more depending. On a risk basis, it's too exposed to the overall market.

computer software / processing
BUY

The stock has been flat. A conglomerate across SE Asia. It's a big conglomerate which includes BMW/ Mercedes dealerships, financials, hotels, supermarkets, parts of Ikea and Starbucks franchises. They are also sitting on a ton of cash. Likes this company because they make smart acquisitions.

0
BUY
An income generator. More than 60% of income comes from emerging markets. They are making acquisitions in the millennial segment and they will continue to perform well.
food processing
BUY
They manage 2400 pawn shops, with many in Mexico. It's also a hedge for gold since they trade gold jewelry. Almost two times cashflow then owning most of the companies out there. It will continue to do well.
banks
BUY on WEAKNESS

He's not worried because retail is still TD's main business. The discount brokers was to bring trading cost to 0. It's all noise and this is where people get emotional and start selling. He would jump in right now.

Financial Services