Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Larry Berman CFA, CMT, CTA commented about whether QYLD, NOK, ZWC.TO, ZWE.TO, ZPAY.TO, DD, VUG.TO, VTV, ZWP.TO, ZZZD.TO, CARS.TO, KWEB are stocks to buy or sell.

COMMENT

Chinese tech stocks. Important to distinguish which type of tech stocks. Speculation of regulation will spread to other sectors. This has been largely priced in. Weakness is an opportunity. China will be the largest economy in the world in a few years. Would not expect broad sweeping regulatory changes.

BUY ON WEAKNESS

These Chinese educational stocks were 7% of the index at the top of the stock. Now they are around 1% of the index. There is a chance all of them go to 0%. There are other good companies such as Chinese equivalents for Google, Amazon, etc. . There is a lot of value in them.

COMMENT
Governments are going to crack down on tech. Biden appointed an anti-google advocate last week. The educational stock crack down in China is also because of inequality.
BUY ON WEAKNESS

Really likes this ETF. A third is exposed to semiconductors. Another third is car manufacturers such as Tesla or Neo. Then a third is batteries. It is equal weight so it does not rely on one single name. If we get a pull back, step in.

COMMENT

Exposure to currency is mostly hedged for ZZZD. ZPAY is always in USD. ZWP is Canada relative to European currencies. The Canadian dollar selling off is a factor, but they are also doing well because they are doing what they are designed to do.

COMMENT

Exposure to currency is mostly hedged for ZZZD. ZPAY is always in USD. ZWP is Canada relative to European currencies. The Canadian dollar selling off is a factor, but they are also doing well because they are doing what they are designed to do.

COMMENT

Exposure to currency is mostly hedged for ZZZD. ZPAY is always in USD. ZWP is Canada relative to European currencies. The Canadian dollar selling off is a factor, but they are also doing well because they are doing what they are designed to do.

COMMENT

VTV is a value tilt and VUG is for growth. Together, they make up the whole market. In the long run, growth makes sense but value names are cheap right now. Would be biased to value right now.

COMMENT

VTV is a value tilt and VUG is for growth. Together, they make up the whole market. In the long run, growth makes sense but value names are cheap right now. Would be biased to value right now.

BUY ON WEAKNESS
Generally likes the chemical areas. Tends to participate in many growth aspects. Would look to nibble at it. Would wait for weakness to add to the portfolio.
COMMENT

ZPAY is his favourite way to play the US market. European ZWE is for Europe and if you need Canadian exposure. ZPAY is designed to yield around 6%. Will have some volatility but will have half of what the S&P will see.

COMMENT

ZPAY is his favourite way to play the US market. European ZWE is for Europe and if you need Canadian exposure. ZPAY is designed to yield around 6%. Will have some volatility but will have half of what the S&P will see.

COMMENT

ZPAY is his favourite way to play the US market. European ZWE is for Europe and if you need Canadian exposure. ZPAY is designed to yield around 6%. Will have some volatility but will have half of what the S&P will see.

BUY ON WEAKNESS
Almost always at the top of the volatility names. An important name in Europe. Coming off the long term range from last year. Probably some more upside but not a lot. A range trader.
COMMENT
A covered call version of the NASDAQ 100. If you want a yield from technology, it is a way to do this. Normally, you don't want to give away growth to yield. A consideration to think about.