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COMMENT
Market Outlook He is not looking to buy back in all the way yet. The speed of the draw down is impacting other markets like commodities (oil down another 10%). There is no where to hide, except in cash. They are watching how different countries are reacting to COVID-19. South Korea took the course to do as much testing as possible, finding people who could have spread the virus, but were able to be contained. Very challenging times.
Shane ObataUnknown
COMMENT
Gaming stocks? In the "stay at home" bucket -- what people are going to do when isolated at home. Activision is their most favored stock that they hold in this space now.
Shane ObataUnknown
COMMENT
Gaming stocks? In the "stay at home" bucket -- what people are going to do when isolated at home. Activision is their most favored stock that they hold in this space now.
Shane ObataUnknown
computer softwareprocessing
HOLD
He likes DIS as a long term hold. They are integrated with all their intellectual property (streaming, parks, products, etc.). They have generations of fans. In the near term it will be rocky roads, due to the parks and cruises that they will have to deal with. He is unsure though if it is time to back up the truck -- maybe buy 1/3 or 1/2 of your position. Yield 2% (Analysts’ price target is $148.00)
entertainment services
COMMENT
AI advacements? He likes DELL products. The stock does not have the greatest balance sheet however. He likes AI, but there are other device manufacturers that are better situated like NVDA, who is also well placed for gaming.
Shane ObataUnknown
electricalelectronic
COMMENT
AI advacements? He likes DELL products. The stock does not have the greatest balance sheet however. He likes AI, but there are other device manufacturers that are better situated like NVDA, who is also well placed for gaming.
Shane ObataUnknown
computer softwareprocessing
HOLD
Big 6 banks in Canada? Yielding 5.8% collectively. The Canadian banks weathered the last crisis better than their US counterparts. He thinks the Canadian banks will survive this. They are not impervious to COVID-19 and the interest rate curve is not helping either. He does not call for negative rates in North America, but where the curve ha fallen, it is impacting profitably. Your are safe holding in the long run.
Shane ObataUnknown
COMMENT
US Healthcare? Healthcare generally under-preforms in election years. A safer pick would be GILD, for their COVID-19 research and HIV drugs.
Shane ObataUnknown
COMMENT
US Healthcare? Healthcare generally under-preforms in election years. A safer pick would be GILD, for their COVID-19 research and HIV drugs.
Shane ObataUnknown
biotechnologypharmaceutical
COMMENT
US Healthcare? Healthcare generally under-preforms in election years. A safer pick would be GILD, for their COVID-19 research and HIV drugs.
Shane ObataUnknown
COMMENT
US Healthcare? Healthcare generally under-preforms in election years. A safer pick would be GILD, for their COVID-19 research and HIV drugs.
Shane ObataUnknown
biotechnologypharmaceutical
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