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Latest Stock Buy or Sell?

Today, Larry Berman CFA, CMT, CTA commented about whether NVAX-Q, ZAG-T, SU-T, SMH-N, SBC-T, HCAL-T, ZEB-T, CYBR-Q, CYBR-T are stocks to buy or sell.

COMMENT
Educational Segment. Global macro demographic trends ultimately drives consumerism and demand. As society ages and birth rates fall, we are at a time where even growth countries like India, birth rates have fallen to replacement rates. By the end of this century, 40% of the population could be over 50. There is a graying dynamic which will impact labour. Outstanding debt and demographics means that the world can't handle higher interest rates. Inflation will probably be well contained. For the next year or so, it will remain sticky. It could be the peak of inflation shortly and then it will start to come down.
Unknown
BUY on WEAKNESS
Certainly a growing sector that will become more and more important. Recently started adding to this sector's exposure. With the recent correction, it is a good moment to add to your position.
E.T.F.'s
BUY on WEAKNESS
Certainly a growing sector that will become more and more important. Recently started adding to this sector's exposure. With the recent correction, it is a good moment to add to your position.
Technology
COMMENT
For active investments with covered calls, you need to think about what type of exposure you want. Consider the different types of exposures to Canadian banks. It is not early, so would not be adding new money. However, he is overweight and thematically, it is good. Good on a relative basis.
E.T.F.'s
COMMENT
For active investments with covered calls, you need to think about what type of exposure you want. Consider the different types of exposures to Canadian banks. It is not early, so would not be adding new money. However, he is overweight and thematically, it is good. Good on a relative basis.
E.T.F.'s
COMMENT
For active investments with covered calls, you need to think about what type of exposure you want. Consider the different types of exposures to Canadian banks. It is not early, so would not be adding new money. However, he is overweight and thematically, it is good. Good on a relative basis.
Financial Services
WAIT
The best semi-conductor ETF probably. Market cap weighted so you get more exposure to the bigger ones. Good for trading in the US market, and is simple to get core exposure. He would wait. Notably NVDIA, which is overpriced. However, semi conductors are a huge part of digitization and should be a core holdings. Looking to add in the next couple quarters during weakness. Owns individual names with compelling PEs.
Unknown