BUY
LAC vs. BLDP Both in alternative energy space. He'd pick lithium as a material, and lithium producers as more timely. Market doesn't care about BLDP's technology adoption right now. Whether you own the LIT ETF basket, or some of the larger producers, the demand is going to be solid for quite some time.
Mining
DON'T BUY
BLDP vs. LAC Both in alternative energy space. He'd pick lithium as a material, and lithium producers as more timely. Market doesn't care about BLDP's technology adoption right now. Whether you own the LIT ETF basket, or some of the larger producers, the demand is going to be solid for quite some time.
misc industrial products
BUY
Alternative energy space. He'd pick lithium as a material, and lithium producers, as timely. Whether you own the LIT ETF basket, or some of the larger producers, the demand is going to be solid for quite some time.
E.T.F.'s
BUY
Sold in January 2021, and stock has consolidated since then. Transport group is making a turn. Now trading above long-term averages, so it's pretty well set up. Great franchise. Comfortable owning here.
Transportation & Environmental Services
BUY
Big fan. Remarkable run since February. Great company. Doesn't have big swings. Great executor. If economy accelerates a bit, may be a great source of cash. Next reporting will be interesting. He continues to buy.
department stores
WAIT
Be careful. Don't get too enamoured with the dividend. It's likely to come down as iron ore pricing is under pressure. Dividend is tied to cashflow generated. It's holding at the moving average, but he'd wait for it to make a turn. There's more risk than he'd like to take right now.
Financial Services
DON'T BUY
Big integrated companies will take some time to get back to normal. Companies are under pressure from ESG investing. Not the first company he'd buy in the group. If you're looking at dividends and dividend growth, stay home and buy CNQ or SU.
integrated oils