Latest Stock Buy or Sell?

Credit impulse in China has turned up significantly. For the next 6 months, China is going to lead the world in terms of growth and stimulus. Really attractive on a risk/reward basis compared to the rest of the developed world.

Recently rotated a lot of our precious metal allocation to silver instead of gold. More of a long-term industrial use with the electrification of the world. Precious metals in general should be alive and well for years to come.

Good for dividend portfolio? Love it. Don't own it right now to reduce exposure to energy and pipelines. 13 / 12.5 area really attractive. If you need the dividend, no reason to sell it now.

A bit leery on the banks right now. Would be adding on weakness but currently a slight underperformer.

Longer-term outlook is "When will we hit peak traditional energy demand?". Big oil is not investing any more in North America. There is a window there where oil prices will stay high due to this lack of investment. Hard to time. Interesting for traders but long-term investors should sell into the strength.

Good vehicle to park some money while interest rates are high. Would expect yield to be around 2% in 3 to 4 months. Safe place for cash holdings.

Good vehicle to park some money while interest rates are high. Would expect yield to be around 2% in 3 to 4 months. Safe place for cash holdings.