Advertising
TOP PICK
A key reason to buy this is their move into supplying technology for EVs. They have the expertise and EVs will only grow. Buy for 5-10 years. (Analysts’ price target is $10.61)
electrical / electronic
TOP PICK
Concerns in office spaces are overblown. A massive pullback in this sector are overdone. he likes their 4% dividend and valuation. 2022 will likely see the end of Covid and he expects more people to return to the office, hence demand in this sector. He himself is working at his office. (Analysts’ price target is $50.25)
investment companies / funds
TOP PICK
He likes their Asian growth, which will be a high-growth sector in terms of insurance and wealth management. Dividend growth has been impressive for years. He's been adding to this for a long time. He likes MFC vs. the banks, both dividend plays, though he's lessened his bank exposure a little. (Analysts’ price target is $29.65)
insurance
BUY
CNQ vs. Suncor The energy sector looks good. Today's news says that we could see oil prices topping $100 in 2022, but he thinks $80 is a more realistic target. Growing demand for oil should continue into 2022. CNQ could crack the summer's resistance level. Stick with the large-cap oil names. CNQ vs. Suncor? Own both. Anything could happen to smaller-cap names in the face of a fourth wave of Covid. Long-term, though, oil names will be less and less attractive.
integrated oils
COMMENT
Educational Segment. Jeremy Grantham, renowned value investor, put out a report arguing value should come back. The percentage of US companies trading at 10x revenues is not quite as high as the peak in 2000, but it is still extraordinarily high today. On real basis after inflation, the expensive stocks trading at 10x sales did no better than bonds. You have a market environment that is crazy today. Value should preform better than growth. Value is trading at 40% discount to where it traded historically. He is increasingly moving into the value stocks.
Unknown
BUY on WEAKNESS
Both innovation ETFs that have similar tech and innovation stocks. They track different indexes. In the next 15-20 years, the future of growth must be part of your portfolio. There is risk for a correction, especially with interest rates and less liquidity. Want to buy dips. Don't rush into them. Could have both in your portfolio, up to 5% each.
E.T.F.'s
BUY on WEAKNESS
Both innovation ETFs that have similar tech and innovation stocks. They track different indexes. In the next 15-20 years, the future of growth must be part of your portfolio. There is risk for a correction, especially with interest rates and less liquidity. Want to buy dips. Don't rush into them. Could have both in your portfolio, up to 5% each.
E.T.F.'s