Today, Stan Wong and The Weekly Buzzing Stocks by Billy Kawasaki commented about whether FVRR-N, BABA-N, ABT-N, MFC-T, IXG-N, BABA-N, AMZN-Q, QYLD-Q, DIS-N, INTC-Q, TDOC-N, NFLX-Q, XEI-T, SHOP-T, ZCLN-T, ICLN-Q, QSR-T, CAT-N, WCN-T, WM-N, IBM-N, AAPL-Q are stocks to buy or sell.
Canadian tech names. Canadian space if fairly limited. There's SHOP, CSU, OTEX and that's about it. Maybe also BB. Look to the US and Asia for tech names. Loves FB and GOOG. Clampdown in China is presenting opportunities. Try NVDA, TSM, MSFT, MA. Some of these names make a lot of sense when you look at the valuation.
Go to names that have more growth behind them. INTC has underperformed for quite some time. Prefers NVDA (which he owns), TSM, or even TXN, which are more on the ball, growthier, better execution. Earnings growth rate is quite weak at 4-5%. Cheap at 12-13x forward earnings, but higher yield indicates growth avenues are few. Yield is 2.5%.