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Latest Stock Buy or Sell?

Today, Larry Berman CFA, CMT, CTA and Stockchase Insights commented about whether VPT-X, FLT-X, CTS-T, ZCH-T, HNU-T, PAVE-N, ZWU-T, CVD-T, ZAUT-T, ZINN-T are stocks to buy or sell.

COMMENT
Federal reserve. The delta variant's R0 number, the transmission rate, has come down significantly in recent weeks. There is good news on this front. There is uncertainty around the debt ceiling and the financing needs of next year. It allows the fed to go slower. This makes inflation the biggest risk if it is not transitory.
Unknown
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company has a relatively low valuation and long track record of top-line growth. They also hold good levels of cash. A more stable stock relatively. Can add to CTS here. Unlock Premium - Try 5i Free

Technology
PARTIAL BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The Edmonton airport deal is positive and the company continues to announce engagements over the last couple of months. Revenues are still low though it has hit $450K on a trailing twelve month basis last quarter. Unlock Premium - Try 5i Free

Transportation
RISKY BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The company develops and commercializes diagnostic tools to monitor heart disease. Minimal to no revenues so still very speculative. Largely in the development phase. They signed new contracts with GE Healthcare Corp and new patents are being filed. Unlock Premium - Try 5i Free

Healthcare
COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. It’s hard to time the market and 5i does not recommend trying. It’s okay to rebalance or re-weigh to more defensive positions to tweak investor views, however. Unlock Premium - Try 5i Free

Unknown
COMMENT
There's consistency in this market will various sector taking turns in leading. This will lead to buyer's remorse as investors chase the Nasdaq then suddenly want the S&P. Seasonality predicts a confluence of negatives that lead to a sell-off. Oil and has is the only sector with true staying power; Occidental jumped today. The again, high energy costs push inflation for all other sectors; your cup of coffee gets more expensive. Also $70 oil always leads the Saudis to boost production to cap the price and keep their American competitors in line. Inflation is rolling through all sectors of the economy, markedly up from last year. Meanwhile, there are supply shortages which don't help; this hits industrials and transports. Meanwhile, retailers are struggling to get product for Christmas as stuff is stock at overseas ports due to Covid and other reasons. tech has been bid up, but it can't go further. Keep cash and take some profits by Sept. 17 when markets tend to dip.
Unknown
DON'T BUY
Like Zoom, it's considered a stay-at-home stock, so it has negative sentiment.
computer software