Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Barry Schwartz and Larry Berman CFA, CMT, CTA commented about whether VRE.TO, HHL.TO, HYT, ZZZD.TO, GDX, PKI.TO, DPZ, CHTR, CSU.TO, BDX, X.TO, CGX.TO, BIPC.TO, SYK, CJT.TO, DIS, ENB.TO, SU.TO, AAPL, BA, POW.TO, INTC, JPM, EQIX are stocks to buy or sell.
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PAST TOP PICK
(A Top Pick Jun 24/19, Up 54%) It is one of the best performing financial companies on the TSX. A one-stop-shop for listing, derivatives, options trading and data analytics. They made a smart acquisition of a data company in Europe. It is under leveraged and he thinks the company should be more aggressive with buybacks.
Barry SchwartzOwned
other services
PAST TOP PICK
(A Top Pick Jun 24/19, Up 12%) The only company that can manufacture disposable, consumable medical products, especially syringes. They benefit from the pandemic and will benefit from the aging population.
Barry SchwartzOwned
Healthcare
PAST TOP PICK
(A Top Pick Jun 24/19, Up 29%) If you believe interest rates will continue to be low, the company's business model is very attractive. It can use the cashflow to continue acquiring software companies. It will probably become an enormous company and continue to grow. It is undervalued.
Barry SchwartzOwned
computer softwareprocessing
TOP PICK
A new investment for him. A US broadband cable company. They announced positive earnings. They are still adding new business and mobile customers. It is buying back stocks aggressively right now. (Analysts’ price target is $584.28)
Barry SchwartzOwned
Consumer Products
TOP PICK
The company benefitted from the pandemic. Their takeout and delivery business is doing well. A technology company with smart loyalty and ordering system. A good royalty business. (Analysts’ price target is $424.92)
Barry SchwartzOwned
food services
TOP PICK
Driving is up 50% from January. People aren't flying for vacation. It is the biggest producer of fuel in Canada. They have set their sights in the US. They are ready to make some acquisitions in the states. He expects many years of growth. Undervalued. (Analysts’ price target is $41.15)
Barry SchwartzOwned
merchandisinglodging
N/A
US Debt. He believes it's been a long time coming for worries over US debt. If the USD wasn't the currency reserve of the world, it should be trading at AA-. They had to start printing money and it's been decades in the making. It won't mean much for market response until the rating drops by a couple firms.
Larry Berman CFA, CMT, CTAUnknown
N/A
Tech earnings. The market was delighted for earnings. For Facebook, the backing away of many companies from the social media site has not affected the earnings so much. The firms with data will be hit hardest by anti-trust, like Google or Facebook. He expects some pain coming.
Larry Berman CFA, CMT, CTAUnknown
N/A
Market performance. The S&P 500 was up 1.7% on the week. It's been an okay week. We now have 3/4 of the large cap stocks report. There is a 30-35% of Russell 2000 small caps reporting their earnings next week. The pain is more in the small cap.
Larry Berman CFA, CMT, CTAUnknown
BUY
Globally focused, sleep at night dividend ETF that he manages. He tries to generate a yield around 4%. Curently it is at 4.07% yield. He is placing money in ETFs all around the world. The biggest position in this ETF is gold equities. A very defensive fund.
E.T.F.'s
DON'T BUY
He likes real-estate as an asset class. He is more in private equity where volatility is lower and yield is better. He expects pretty significant destruction in retail and office REITs may have challenges with work from home. Broad REITs are probably not the best way to play this space. He prefers niche REITs.
E.T.F.'s
N/A
Educational segment. Back in 2014, he said that gold was broken for a little while. Central bank money printing hadn't played out yet. In 2018, he changed his tune as the Federal Reserves rose rates. In 2019, we saw a breakout from $1,400. Fundamentally, for gold prices to go up, you need investment demands. There is an increase in investment demand and a massive decrease in the jewellery demand now. With real yield going negative, gold is a no-brainer. He expects inflation in the USD. He expects 10-40% upside on an inflation adjusted basis for gold. Lots of upside for gold.
Larry Berman CFA, CMT, CTAUnknown
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