Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Jamie Murray commented about whether ISRG-Q, BP-N, BX-N, GM-N, F-N, LLY-N, AZN-N, PFE-N, UNH-N, CNQ-T, SU-T, BIR-T, CPG-T, FLNG-N, ENB-T, DLTR-Q, ZLNDY-OTC, CMCSA-Q, T-N, TOU-T, TPZ-T, ERE.UN-T, NIO-N, SJ-T, MFC-T, HWX-T are stocks to buy or sell.
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COMMENT
What's catching your attention? Inflation numbers. Happy with the numbers today. He thinks inflation peaked in Q2. Today's number confirms that, though there's still more to go. So much will be driven by energy prices, which are hard to forecast. He'd like to see them stay low for a while in terms of the inflation outlook, as that would be really bullish for the market overall.
COMMENT
Supply shortages persist? Yes, but we hit peak shortage in Q1. Semiconductor situation is looking better as we move through the year. Commodity prices have fallen back, perhaps as fear of shortages and political risk dial down. In the auto sector, one of his holdings, LNR, reports tonight, and he expects encouraging news on the supply front that will drive new auto production in the back half of the year. All that will help with shortages going forward.
COMMENT
Focus for an income portfolio? High-yielding opportunities, mostly focused on the Canadian market. There are lots of great small- and mid- cap, Canadian companies yielding 5-6%. Some of those are in energy, like ENB or WCP. Even in financials, POW or BNS, their 5+% dividend yields are attractive given the market.
DON'T BUY
PAST TOP PICK
(A Top Pick Oct 25/21, Down 66%) War in Ukraine, surging electricity costs, depreciation in Euro, low consumer confidence. Mismanaged inventory. He made a mistake in timing. Starting to tick back up. Company sees growth in back half of the year. Doing more service-based work, with higher margins. Growth could drive earnings a lot higher in 5-10 years.
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