Daily Stock Opinions and Ratings

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Today, Larry Berman CFA, CMT, CTA and Jennifer Radman commented about whether CTS-T, STLC-T, MG-T, ATD.B-T, SU-T, CJT-T, CNR-T, CFP-T, MIDD-Q, MSI-N, GIB.A-T, KL-T, VMD-T, PKI-T, MCD-N, MFC-T, FM-T, ZCLN-T, COPX-N, ZMT-T, IHAK-N, FLOT-N, MFT-T, XGD-T, ZMT-T are stocks to buy or sell.

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COMMENT

Market outlook. Powell has justified valuation of equities with low interest rates. Now that rates are picking up, it will be interesting to see what he says about inflation and what the Feds are going to do. Technology particularly has been inflated due to low interest rates. The yield is going up to around 1.5%. Oil prices are also expected to go up.

BUY

A great way to play commodity prices. It includes gold. silver and copper. A broad base-metals ETF. There are other commodities ETFs but they use futures contracts so he prefers this one for most investors.

HOLD

It has been a frustration couple months since the fundamentals are strong for gold to rise. There is a lot of money that would have gone to gold that is going to Bitcoin. There is an alternative flight to security. However, in the long term, the thesis still holds for gold.

BUY

Ways to play the floating rate bond market. It is an opportunity in a rising interest rate environment. Fixed income is very important when rates go up. The bond market is suggesting that the Feds and BoC will raise interest rates in late 2022 or 2023. Keep an eye out for the Fed's announcement this week.

BUY

Cybersecurity will be a critical part in growth of technology. IHAK is fine to play the space. There is speculation involved right now, so you have to watch the price you enter. You also should pay attention to currency exposure.

BUY

Playing the commodity side is quite tough since you have to deal with futures contracts. For copper, play the copper miners and ETFs like COPX. He prefers ZMT, which is broader base metals. There is a reflation trade and electrification of the world. Copper is crucial in this.

BUY

BUY ON WEAKNESS

A new clean energy ETF in Canada. Since the space has a lot of companies that are maturing right now, they do not pay a huge dividend. Yield is 1%. You own it for the growth and not the dividend. You want to add on dips.

COMMENT

Educational Segment. PRO-Eyes index is something he has created. It has 20 different factors with 4 valuation factors. The index shows you when there is opportunity or when to be cautious. The index is currently telling us we are at the high end of the market and caution is warranted. There is a high probability of a 5-10% correction in the next few months. The index is updated weekly on the Berman's Call website.

N/A

Market. She aims to participate in what is working in the market. You saw these massive rotations last year. Investors shifted where they were willing to take risk from valuation risk to earnings risk. There is a lot of interest in names coming off cyclical bottoms. The market has been driven by early recovery stories. She looks at stocks on a case by case basis. Some lumber names will do well and some tech names won't. Companies that rely on acquisition for growth, are having to pay higher and higher multiples.

WEAK BUY

Copper has been strong in this market. Copper stands out in the commodity landscape. It takes a long time to add supply of copper into the market. This one should benefit, but it is really driven by the commodity. This stock screens very well, but she has more on the iron ore and lumber areas.

BUY

They are participating in the positive sentiment on reopening. There is still upside to this whole group. She thinks this one will continue to trade higher with the broader group.

DON'T BUY

It has always been seen as a staple or safe haven. Outside of the US a lot of locations are still closed. In the US, same store sales numbers have been pretty good. It was strong coming out of last spring's COVID and through the summer. She would prefer a clothing retailer, however, such as ATZ-T.

BUY

Electric Vehicle Infrastructure. This is a huge secular theme in the markets. It is a place where a lot of capital has been flowing. MG-T is one of her top holdings.

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