Today, Darren Sissons commented about whether TRP-T, JMHLY-OTC, BAYRY-OTC, PBR-N, QCOM-Q, NPI-T, BAC-N, SNE-T, LIN-N, PFE-N, AX.UN-T, DIS-N, SHEL-N, ATCO.A-ST, GM-N, AI-N, LVMUY-OTC, CPX-T, CARR-N, CAS-T, AEG-N are stocks to buy or sell.
Because of big market gains this is not a time to chase growth stocks. Look for opportunities in areas the market is ignoring for various reasons. There are opportunities in the commodity and emerging equity markets especially in Asia. Inflation is slowing and the market is expecting a Chinese stimulus which may or may not happen. China and India have mopped up the Russian demand for oil. The U.S. may have a recession but it is too early to tell.
The question was on the cyber security space. He is very positive on the sector since consumers, corporations and governments need it. He favours more mature companies with profits over new performers but it is a good strategy to start looking for opportunities. If there is a recession tech will go down which will make a good opportunity to buy.