Latest Stock Buy or Sell? Make More Informed Decisions!

Q1 volatility. Only 11 times since WW2 has there been a quarter where we've seen both a 10% decline in key equity index values and a 10% rally. It's rare. Markets are ahead in the next quarter 10/11 times, and a year later in all 11 times. Something to look at for macro perspective.

Debate whether yield curve inversion signals a recession. An inversion predates every recession; but every inversion doesn't result in a recession. We saw that in 2018. These are different times. Fingerprints of central banks and legislators are all over monetary and fiscal policy. Bond market is starting to raise its voice a bit, signalling its fear, but this doesn't mean we'll end up in a bad place. Of great note is there's a lot of commentary about inflation, and it being bad for the equity market. He disagrees. Inflation is positive for the equity market, gives companies pricing power. You want to invest in price makers, wide economic moats. Equity market's a good place to hide during inflation. Fear is central makers will make a policy mistake and drive the economy into a recession, which is bad for equity markets. Make sure you're focused on the right thing.

Longer term, room for growth. A company with low earnings predictability. During times of angst, market is not as confident in it, so it trades off. Valuation of 14.5x earnings. Glass for technology and fibre optics. Decent hold, expect volatility.

PE multiples, forward vs. backward. Forward-looking is absolutely more helpful than backward-looking.

Large US grocer. Checkered past. Public, then private, then public. Balance sheet makes him nervous. Skinny margins, so management is key, especially with inflation. In the space, look at KR instead, with a healthier balance sheet and better growth prospects.

Skinny margins in the grocery sector, so management is key, especially with inflation. A healthier balance sheet and better growth prospects than others in the space.

Still likes it. 2020 recession was not good for it, but has come out of it in an interesting way. Tremendous demand that can't be satisfied because of supply chain issues. Be patient, let things work through. 15x earnings, a good solid entry point.

Growth vs. value is in play. Companies in healthcare give you earnings stability and predictability, safety. Not an extreme multiple, over $28 EPS this year. Healthcare is a good area, ANTM is a good choice.