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COMMENT
COMMENT
Not time to be defensive? No, it's more of an opportunity to take advantage of some of the cyclical areas. See his Top Picks. Latter part of the year going into the new one is historically a seasonally strong part of the year. Still likes the cyclicals. Take advantage of some of the beaten up names. Going forward, look ahead 6-12 months to see where the economy will be and where we'll be with Covid 19.
BUY
A powerhouse. Ad revenue per user continues to climb. Augmented and virtual reality will continue to drive revenue and earnings growth. Trades at 25x forward earnings, 23-25% growth rate, very good value in the tech space. Executing well.
Stan WongOwned
Technology
HOLD
EV space is a great opportunity. The name makes a lot of sense. Holds a lot of value compared to the pure play EV companies. Trades at 10x forward earnings.
Stan WongOwned
Automotive
BUY
He started acquiring because it dropped so much. A lot of the payment companies suffered throughout the pandemic. Further lockdowns have made the stocks sell off again. Still a secular trend from cash to digital. Ignore the noise over the next 6 months. Might have more growth than a MA or Visa.
Stan WongOwned
0
HOLD
A lot of the payment companies suffered throughout the pandemic. Further lockdowns have made the stocks sell off again. Still a secular trend from cash to digital. Ignore the noise over the next 6 months. Not much difference between it and Visa, though MA might have a bit more growth.
Stan WongOwned
other services
DON'T BUY
ZWB vs. ZEB He prefers ZEB, with a lower management fee. ZWB has a higher yield at 5%, instead of 3.1%. ZEB has outperformed the covered call strategy. You want to own the underlying securities without being called out. Covered call strategy works better in a sideways or downwards market. But if the the market's falling, you probably don't want to own either.
E.T.F.'s
BUY
ZEB vs. ZWB He prefers ZEB, with a lower management fee. ZWB has a higher yield at 5%, instead of 3.1%. ZEB has outperformed the covered call strategy. You want to own the underlying securities without being called out. Covered call strategy works better in a sideways or downwards market. But if the the market's falling, you probably don't want to own either.
E.T.F.'s
BUY
ETF to tuck away for a decade? Don't need to know your investment objectives. Nice broad-based ETF. Basket of 100 largest companies in the world. Expense ratio of 40 bps. MSFT, AAPL, AMZN, JPM, JNJ, Nestle, PG, Samsung. More growth than value. Relatively diversified. Great way to start off investing.
E.T.F.'s
BUY
ZWU vs. ZWE Includes telecoms, pipelines, and electric companies as well as utilities. Good for conservative investor, who wants a nice yield of tax-efficient income. Very good yield about 7.5%. Longer term, you might have more growth in ZWE if you can look beyond the next 6-12 months.
Stan WongOwned
E.T.F.'s
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