In the next 6 months as rates edge higher, Costo may get lost in the shuffle and go sideways. COST is a consumer staple with high growth expectations, a great company. You'll make money 3-5 years out, but earnings have to catch up to the stock price after COST rallied last year at a high valuation. COST is a market leader and he likes it. Stick with it if you're long term, but a trader may want to move out of this and enter, say, a Canadian bank.

One of his favourite Canadian names for renewables. It's pulled back because renewables are taking a breather after soaring earlier his year, driven by Pres. Biden pro-green energy stance; U.S. investors jumped on the bandwagon. Harsh winter weather in Texas shows that renewables can be effected and around the same time BEP issued more shares, hence the share pressure. He strongly believes in green power, expecting corporations and governments to invest in green power for years to come. Buy on this pullback.

Short/medium outlook for renewable energy The recent harsh winter weather in Texas shows that even green power can be effected. But now this market rotation is a short-term blip for green energy stock, and so is a good opportunity to buy. Corporations and governments will continue to demand green energy and investors want ESG. This is a solid, long-term trend that favours this sector.

Energy is enjoying a rotation into cyclicals and commodities. Pays a 7.5% dividend and offers 5-7% annual earnings growth. This will make you 10-12% a year. ENG actually scores high in ESG, given renewable natural gas, carbon capture and started building their third wind farm in France. He targets $50. (Analysts’ price target is $55.20)

This is firing on all cylinders. It put up a great recent quarter. Digital ads are coming back as will travel online advertising which will help cash flows. YouTube is picking up subs for its premium channel. Their Waymo division looks promising this year after sidelined in 2020. Google cloud is growing rapidly. Boasts many pockets of growth and is reasonably valued for a tech stock. For investors who don't need dividends, but seek growth. (Analysts’ price target is $2388.16)

A favrourite green energy stock, globally. It's based in Spain, but operates around the world. It creates solar and wind energy. IBR boasts cash flow and pays a growing 4% dividend. The Wall Street Journal ranks this the 5th-mos sustainable company in the world, so it scores very high in ESG. A strong runway lies ahead. He thinks the stock will double every 5-6 years based on high-single digit growth which is double a utility's rate. It's pulled back 15% in the last 3 weeks. The IBR ADR in the US isn't liquid, so it's better to buy the Spanish stock.