Latest Stock Buy or Sell? Make More Informed Decisions!

The US markets are fully valued, though there are pockets to pick away at. You can buy growth stocks when they dip. However, year-end S&P estimates aren't much more than current levels. The real action remains in the TSX and outside the US which are pretty cheap. He's commodities-based--metals, meterials, and banks all look good. These are still exciting times. If markets sell off on China or lower bond yields, then these are buying opportunities. In the TSX, industrials and commodities (oil and gas) are very cheap and look good. Financials are okay. The CAD is a reflationary trade and has backed off; but maybe late in the year the CAD will come back and encourage foreign investment in Canadian stocks for the first time in a long time. Big tech like Apple and Microsoft report and you have to own them, though Apple is pretty rich. You still need to buy Amazon based on price-to-growth. It's summer, so there are correction fears, but there was one sell-off day last week, followed by four days of rallies. A correction? No. He doesn't see one. Maybe the market won't go up a whole lot, but it won't fall apart.