Latest Stock Buy or Sell? Make More Informed Decisions!

Sometimes tax-loss selling offers bargains this time of year, but not always. Normally, you get a Santa Claus Rally then the January Effect, but markets have been so strong and run up for the past 1.5 years, so maybe there is tax-loss selling now. But but the bigger worry is interest rates. Central banks seem to be raising them after keeping them so low. We've seen asset inflation and now inflation in the real economy, so rates could rise, which will pressure asset prices. Governments have been pumping so much money into the system that no real inflation like in the 1970s has happened. But this could change in 2022.

EV stock to buy? He owns no EV stocks, including Tesla. It's a tough sector from a PE perspective--valuations are too high. One could say these are not EV stocks at all, but rather a way of transforming one's life. There will be big opportunities in this space, but during Covid, people have changed how to get from point A to B. Three of his four adult children don't drive and the younger generation will see driving differently from his generation.

Used to own it. In 2022, industries like this will likely get ahead of the market. Tech stocks will fare poorly in the face of rising rates vs. stocks and industries like SJ.

Selling gas station and oil sands assets to pay debt He's been fairly big in the energy sector, but not CVE. It's good they're paying down debt as rates are low. There will be continued demand for fossil fuels. There's a supply shortage and alternative sources haven't filled energy demand yet. He's bullish energy.

It's one of those few tech stocks with earnings and cash. It's a conservative way to play whatever comes next.

He's been wrong about gold for a while. He expected gold to do better; money hasn't shifted to gold in anticipation of inflation. Instead, money has moved into cryptos. Gold remains a storer of value though. Still uncertain what will be the dominant currency for governments. ABX is a conservative way to play gold. He likes the gold sector.

He likes this sector a lot. These stocks have done nothing for a year, been a while. Demand for power will continue to rise and renewables won't go away. He doesn't own AQN, but this sector. AQN pays a dividend, and the future of this sector looks good.

Sell Visa to buy Berkshire? Why do that? Interesting to see what Visa does in the meta economy to come. Real-economy demand will be strong. Likes Visa and its peers. When Berkshire's heads Buffett and Munger pass away, the BRK premium will shrink.

He likes renewables; demand for energy will continue. Renewables have treaded water for at least a year, but he expects more energy demand next year and these companies will be renegotiating contracts with clients. 2022 should be good for them.

Car stocks? If you believe that EV's are the wave of the future, maybe take a look at the traditional car companies. He owns no car stock or parts makers like Martinrea or Linamar. The wider supply chain squeeze may make people think no cars are being sold, and car lots are offering so few cars now. But the demand is there. There are waiting lists even for basic cars. There could be a rush in car sales and a bump in revenues.