Today, Darren Sissons and Stockchase Insights commented about whether AT-T, EGLX-T, AAV-T, VOD-Q, ERIC-Q, QCOM-Q, BNS-T, CSCO-Q, RDS.B-N, ADBE-Q, BRK.B-N, CAMT-Q, TSM-N, AUKNY-OTC, ACO.X-T, ACN-N, TBVPF-OTC, ILMN-Q, AQN-T are stocks to buy or sell.
Europe was more advanced than Canada until 2000s in terms of telecommunications. Now that Europe has lowered the cost of consumer phones, there was a lull and under investment in the network in Europe. There will be continuing development with towers for wireless activities and 5G. Political concerns with Huawei will help Ericsson. Optical equipment grow quickly and then stagnates.
A hard one to look at. You will see red if you have held it for a while. This is due to their spinout. Your book price is higher due to the fact it does not take into account of the dividend from the spinout. Tends to build up companies and then spins them out. There is growth however. Brexit was the biggest impediment for them. UK based companies now should do pretty well. Good for income.
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. If you zoom out two to five years, the inflation and price levels are largely in the range of historic lines. A lot of inflationary pressure is in areas that would be expected such as travel, leisure or car rental rates. The concern is if control is lost. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Not overly expensive with a market cap approaching $1B. Momentum is good. Growth is looking good this year and the sector is recovering. Would let this run for now. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The last quarter was disappointing for some. The financing has taken some momentum out of the stock. However, long term potential remains good. It is well positioned and has cash. Cheaper compared to other high growth peers. Unlock Premium - Try 5i Free
Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The decline in price is typical when there is a stock sale. Still has potential though it might take some time. Growing nicely with lots of cash. 6x sales versus peers that are trading at 27x. Unlock Premium - Try 5i Free
Many wrote off this major grocer a few quarters ago, citing that the reopening will end pantry stocking, but this name is up over 22% YTD. He expects good numbers when they report Thursday, but that said he prefers the biggest grocer, Walmart.
Now that the patent litigation is over, there are a number of growth catalysts. Relative to peers, such as TSM, it has lagged in relative terms. There are reasons for this. You could take some profits if you have big gains. Will likely hold up well if there is a correction since it has not run up as much.