Latest Stock Buy or Sell? Make More Informed Decisions!
Today, The Panic-Proof Portfolio (Stockchase Research) and Stan Wong commented about whether SPG-N, NVDA-Q, MA-N, META-Q, CVS-N, AMT-N, ABBV-N, CRM-N, MSFT-Q, JNJ-N, AC-T, PFE-N, AIA-Q, KWEB-N, TSLA-Q, LOW-N, AAPL-Q, AMZN-Q, BABA-N, V-N, T-T, MS-N, GE-N, MFC-T, KR-N, EBAY-Q are stocks to buy or sell.
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Premium contentPremium contentPremium contentPremium contentPremium contentBoth telecom stocks in Canada and US have been stagnant to some extent. The runway for growth for wireless in Canada is very strong. It is more exposed to Shaw's move to wireless than BCE and Rogers. It is trading at 9x EBIDTA which is high, but the dividend is at 5% and the growth rate should increase. Good stock for income investor.
A phenomenal name and the pandemic has accelerated revenue and growth. The PEG ratio is 2x. Comparing it to Alibaba and others in China, it is more expensive. However, there is less regulatory risk. Nothing wrong with it. He owns other e-commerce names in China. Better value could be out there.
Likes the home improvement space. All the vacation money has gone into the home. He prefers Home Depot. Their numbers looks better than Lowes'. He owns neither. Post-covid, he thinks the trend will continue.
He owns KWEB for some of his clients. A higher beta, higher octane type of name. Longer term it makes a lot of sense since the penetration of the internet in China is much lower than NA. AIA is 50 largest names in Asia that has outside of China and includes other sectors like semiconductors and banks. AIA would be more conservative of the two.
