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Today, Larry Berman CFA, CMT, CTA and Stockchase Insights commented about whether SIS-T, WBR-T, TCN-T, FIE-T, ZWU-T, ITEQ-US, HHL-T are stocks to buy or sell.

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COMMENT

Educational Segment. Factor based investing will be key. In the business cycle, there is the slow-down recession part. Looking at 8 different business factors, what you want is profitability and low volatility as a key factor. Low volatility, high dividend companies are what you want.

COMMENT

Banks. Revenues will increase with interest rates, but it depends on the yield curve as well. There are some pressures on net interest margins. Steeper net interest margin curve means that the banks are more profitable. However, much is already priced in. Banks have relatively done well with the shift from growth to value. However, does not think it will outperform.

BUY

Would go for the defensive nature and dividend slant of the Harvest fund. It makes sense to be defensive. MER is a little higher but worth it for the active management. It has a longer term growth aspect to it as well.

BUY ON WEAKNESS

Recommended this a few years ago as his favoured tech play. 5-10 years, there will be relative outperformance. In the near term, tech is out of favour. Thinks it will dip even further. Would wait for a pullback before putting new money in.

BUY

A way to extract yield from the markets without too much risk. Has always recommended for income.

COMMENT

A financial, dividend paying strategy. Has banks, insurance companies and dividend payers. A concentrated investment in financials so keep this in mind for allocation. Around 6% yield. However, underlying is not earning 6%, so there is a return of capital. A tax effective way to get exposure to financials.

COMMENT

Gold. Gold stocks remain very cheap relative to the underlying asset. Has been trimming a little here. Hard assets work during sustained inflation. However, long bonds can get attractive relative to gold, depending on how it goes. The inflation is from the supply side. Gold could be a trade.

COMMENT

Looking at what companies have to say about inflation is key. Will these companies be able to pass on higher input costs? We could potentially see some stagflation. If companies are not able to keep their margins, then it will be tough. The quarterly earning that is coming up should be okay, but it will most likely slow down in subsequent quarters.

COMMENT

Banks. Capital markets have been choppy so for a bank that is fully integrated will have some headwinds. Looking at a 60-40 portfolio, it would be the worst quarter so far. Could see a hit on the fee side for banks.

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Likes what they have done to set up the company well. Potential remains good. Likes the management and markets are starting to notice TCN. It is up 50% in the past year. Well positioned in the US market and their asset portfolio looks good. First pick in the Canadian real estate sector. Unlock Premium - Try 5i Free

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Sales were 3% less than expected. EPS was better, at 4.8cents. Revenues grew 15% thanks to pandemic restrictions being eased. EBITDA rose 67%. A good recovery quarter. Ok buying this for small cap allocation. Unlock Premium - Try 5i Free

HOLD

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock is down 12% YTD but 5i remains comfortable with it. It is not the only stock to have a tough year so far. Not a lot of choice in the sector. Potential is still good. Unlock Premium - Try 5i Free

COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Fear is running the markets and it is tough to call the bottom. You need to have a good timeframe in order to weather the volatility that is expected. Thinks buyers will be rewarded. Investors are seeking safety in a tough market. In the short term, this likely won’t change with the Ukraine war ongoing and inflation remaining high. Unlock Premium - Try 5i Free

COMMENT

Market risks are elevated and economic growth will slow down this year. U.S. GDP forecasts are around 2% for first quarter. Central banks globally will be more aggressive in moderating inflation but they can't control the supply side. 10 year bonds have gone up substantially and are at 2.75% today. We are coming into earnings season so we'll see how companies are dealing with inflation. S&P is 19X earnings so the margin of error is somewhat low. Some of earnings increases is a result of companies passing on inflation costs with higher prices so look for companies with strong pricing power, not ones that are price takers, or with low pricing power.

COMMENT

Caller had put all their savings into Shopify. His first advice is to never invest in just one stock so this is a worry. Shopify is a high growth and high valuation stock. If you extrapolate revenue growth 5 years in advance this stock would probably trade at much lower prices today. They announced today a move to entrench the founder which is disappointing. Also they announced today a 10 for 1 stock split but that doesn't change the valuation.

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