Daily Stock Opinions and Ratings

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Today, Shane Obata and Stockchase Insights commented about whether VHT-N, QTRH-T, SHOP-T, BLDP-T, C-N, BABA-N, FER-SM, AAPL-Q, GILD-Q are stocks to buy or sell.

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COMMENT

There was a bit of volatility in September amid fears of rising COVID cases. It was probably a healthy correction. Since the March low, we were seeing an uninterrupted rally. Tech finally pulled back.

COMMENT

E-commerce has been a beneficiary of the pandemic and lockdowns. The trend will probably continue. Under-penetrated areas like groceries are now picking up. You should chose sectors that are more likely to weather the second wave better than others.

COMMENT

FAANGS. Q2 performance were incredible for the big tech stocks. Microsoft is probably their favourite. They also own others like Google. These companies are well positioned to benefit from the pandemic. Their ecosystem provides a competitive advantage.

COMMENT

Oil. The energy market is very difficult. He is concerned of exposure to energy and financials right now. Energy faces oil pricing, but also ESG wave. There are some institutional investors that just cannot own any energy stocks. Green power is more favourable.

HOLD

A big healthcare company. It has recently had a tough go, but they are still positive on it. Their HIV franchise continues to expand. The new management team has a good growth strategy that he views positively. Their oncology acquisitions were good moves. The assets were not cheap so execution needs to come through.

BUY ON WEAKNESS

It's easier to recommend holding than to put new money in. Long term it is still a good investment. The stock is still pretty expensive with blended forward P/E at 30, which is high relative to its history. For the very long term, it is a good choice. The wearables and service side is the most promising section of the business.

HOLD

A transportation and infrastructure name. It has been disappointing, especially with the shutdown heavily affecting this sector. The 407 is still the crown jewel in all of transportation infrastructure. Long term, it is still a good investment. Once COVID is under control, people will not want to take public transport. We will probably see more driving.

BUY

It is one of the safer ways for NA investors to get access to investment in China. They are not just in e-commerce, but also in cloud and payment services. As a general e-commerce play, it is safe.

COMMENT

Just because interest rates are low, it does not necessarily mean that it is all bad for financial institutions. The rate curves have been steepening which bodes well for banks in net interest rate margins. We will see a return of financials with a gradual return. There has also been good off-set from the sales and trading, and issuance side. There may be further scrutiny with their recent regulatory issues.

COMMENT

The ESG movement is well underway and hydrogen is an area where there is a lot of potential.

COMMENT

The show was interrupted by the Prime Minister's announcement on the rent subsidy program .

BUY ON WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company has performed well and is now expensive. Investors need to be comfortable with a certain level of volatility. It has a large market and plenty of room to grow still. Patience is required for this name. Unlock Premium - Try 5i Free

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Their Q3 report was very positive and beat estimates. The revenue forecast is 40% compared to last year. The EBITDA forecast is nearly 75% of 2019 levels. The stock should start being more noticed. Unlock Premium - Try 5i Free

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A healthcare ETF that is a good general exposure to the sector. It has good liquidity and very low management fees at 0.10%. Unlock Premium - Try 5i Free

COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Markets seem to be fine with a Biden white house, looking at the polls. There probably won’t be a big reaction if he wins from the markets. Volatility might certainly increase but it depends more on how the house and senate split. Unlock Premium - Try 5i Free

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Latest Stock Buy or Sell? Make More Informed Decisions!

A Comment -- General Comments From an Expert(A Commentary)

A Comment -- General Comments From an Expert(A Commentary)

FAANGS.(A Commentary)

Oil. (A Commentary)

Gilead Sciences Inc.(GILD-Q)

Apple Inc(AAPL-Q)

Ferrovial SA(FER-SM)

Alibaba Group Holding(BABA-N)

Citigroup Inc.(C-N)

Ballard Power Systems(BLDP-T)

The show was interrupted by the Prime Minister's announcement on the rent subsidy program(A Commentary)

Shopify Inc.(SHOP-T)

Quarterhill Inc(QTRH-T)

Vanguard Health ETF(VHT-N)

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research.(A Commentary)

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