Daily Stock Opinions and Ratings

Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Larry Berman CFA, CMT, CTA and John Zechner commented about whether MDA-T, ARX-T, MRE-T, NOA-T, CVE-T, COKE-Q, PEP-Q, BHP-N, ENB-T, MRE-T, RCI.B-T, AMT-N, WCP-T, BABA-N, MSG-N, AAPL-Q, PPL-T, MX-T, NTR-T, QYLD-Q, ZCH-T, TXF-T, ZPAY-T are stocks to buy or sell.

Page 1/4

COMMENT

Market outlook. Yellen was supportive of Powell's re-appointment. It is calming for markets if Powell is reappointed. How much is the Feds going to spend, and how much will be monetized. Taper is on the agenda. Expectations are for beginning of tapering to be pushed back due to delta variants.

COMMENT

Saw in the Feds meeting minutes that there is a signalling to hawkish attitudes. In the weakness, if delta is an issue, tapering can be pushed out. Should put upward pressure on interest rates and cool markets.

COMMENT

Saw a big announcements from major corporations that they are mandating vaccine shots. There is also tightening in Australia and China from the variant. However, ultimately demand will come back in due course. There is some uncertainty still.

COMMENT

Gold. Downgraded assessment the outlook for gold. Should be rallying more than it should be. It should be trading at 2200-2400 range. Digital assets are taking away money from the traditional inflation hedge from gold.

BUY

Owns US large cap equities with a covered call. Good for yield strategy. Really likes it. Long 50% with covered calls, and puts with 5-15% lower. Buy-low, sell-high strategy. Half the volatility of S&P 500.

BUY ON WEAKNESS

Big cap tech with extra yield from covered calls. Get pretty good premiums since volatility is high. TXF has a covered call. Over-valued right now so wait for a pullback. TXF.B has no currency hedge.

BUY ON WEAKNESS

A lot of money is unclear on China. China wants to be the biggest economy of the world, as the reserve currency and wants to lead. However, they cannot do this without opening capital markets and letting it thrive. Accumulating every notch down. An opportunity to add every few pullbacks. However, there is limited visibility on the future.

PARTIAL BUY

If you are aggressive, then you do not want this since it gives up upside. However, for a defensive play, you should have this in your portfolio. The enhanced yield will give you a slightly bigger return if there is a sell off. However, it does not protect you from dowside.

COMMENT

Tech stock allocation in portfolio. Tech accounts for 21% in the global index. Tech will drive productivity and growth decades into the future. How you construct that will be different for everybody. A handful of large stocks accounts for a third of the S&P. They are huge influencers. For TSX, it is 11.6% tech. Shopify accounts for 7.2%. In Canada, we do not have a diverse sector. Must look globaly for tech stocks. Right now, it is expensive and at risk to rising interest rates. Could see underperformance in large cap tech.

COMMENT

Educational Segment. President Biden's approval rating has dropped significantly after the withdrawal from Afghanistan. There are implications on policy but also on the markets. It will be harder and harder to get his agenda passed. Fed's are talking about tapering and markets are starting to see weakness. The VIX curve has flattened. Fewer and fewer stocks are participating in the trend. Although the Nasdaq is at all time highs, more stocks are trading at 52-week lows. Market bredth is breaking down.

N/A

Market. It feels like the last two months had little damage compared to the average. The big five fang tech stocks have held up the average. In Canada it was the banks. There has been a lot more damage below the surface. The Russell 2000 was down 10% from the peak on Friday and here it was the energy sector that took the hit. That is where we will see the opportunities. The number of stocks participating is declining. Demand is not slowing down, but there are supply-driven issues. He thinks we are positioned for a pretty long cycle. Find your valuation point and hold them.

BUY ON WEAKNESS

He has liked it for a while now He took a little bit off the table recently but still has a pretty decent position. He is looking at it as a position to pick up more of a position on weakness.

DON'T BUY

He is not as much a fan of this one. The supply is controlled by a few players and there is no demand growth. He has trouble with single commodity companies.

DON'T BUY

He sold not that long ago. He did not like going on either side of a take-out battle. The stock has had a fantastic bounce off the lows last year but he has been more inclined to add to ENB-T. PPL-T is always on his radar screen.

BUY

The five fang stocks, with their ownership, position in the industry, cash flow, he would continue to hold them. He would weight max 20-25% in those stocks.

Most Recent Experts

Larry Berman CFA, CMT, CTA

ETF Capital Management Inc.

Colin Stewart

JC Clark Investments Ltd.

Stockchase Insights

5i Research

Jim Cramer - Mad Money

CNBC

Bill Harris, CFA

Avenue Investment Management

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : hello@stockchase.com.

Latest Stock Buy or Sell? Make More Informed Decisions!

Market outlook.(A Commentary)

A Comment -- General Comments From an Expert(A Commentary)

A Comment -- General Comments From an Expert(A Commentary)

Gold.(A Commentary)

BMO Premium Yield ETF(ZPAY-T)

FIRST ASSET TECH GIANTS COVERED CALL ETF(TXF-T)

BMO CHINA EQUITY INDEX ETF(ZCH-T)

Global X NASDAQ 100 Covered Call ETF(QYLD-Q)

Tech stock allocation in portfolio.(A Commentary)

Educational Segment. (A Commentary)

Market. (A Commentary)

Nutrien Ltd.(NTR-T)

Methanex Corp(MX-T)

Pembina Pipeline Corp(PPL-T)

Apple Inc(AAPL-Q)

Latest Buy Signals

Today's Top Picks

Popular Articles

Latest Sell Signals

Most Recent Experts

Larry Berman CFA, CMT, CTA

Colin Stewart

Stockchase Insights

Jim Cramer - Mad Money

Bill Harris, CFA