Latest Stock Buy or Sell? Make More Informed Decisions!

It is an obvious one for AI technology. In answer to the question don't trade it for NVDA. It's the same theme and they're both great.

It provides technology for autonomous driving. It is making a little money but has a murky future. All are unhappy shareholders so they sell when the opportunity comes up.

It is a leader in the sector - best managed, best balance sheet and is outspending their competitors in technology by a wide margin. It made some good acquisitions with regional banks being in difficulty. The U.S. financial ETF - XLF made new highs in the bear market 1 1/2 years ago.

It is winning across the board in infrastructure spending. Engineering in general is the place to be.

Automation is here to stay. They have great experience and lots of opportunities.

It made new highs in November and is the leader in the space. It will never be cheap unless something is broken. It is spending big in the augmented reality space which is great for more revenue. There there are big expectations for earnings growth and it is good at beating estimates. Use a trailing stop loss. Tech is 20% of their portfolio.

He likes uranium in the materials space and nuclear energy as a power source. It was the first in the materials sector to make a new high when materials turned higher. It is a big producer and recently exceeded its all time high. Earnings should be up a lot. He owns BWX Technologies (BWXT). It has been building small nuclear reactors for decades for the U.S. military and running them safely. It is now getting them commercialized and working with Ontario Power.

It has had a rough go related to money laundering. It is well run but a laggard in the space and he wants to see a better technical picture which means more people are interested in it. It is better to look at something else - he owns National Bank and Royal Bank. He is not value focused and wants to see the tech picture to line up with the fundamentals picture.

It is in software which is a great sector. He owns a small amount but owns more of Constellation Software. Open Text has had mixed results over time but is inexpensive and the forecast is for good earnings growth over this year.

It makes electric buses which is a tough business for consistent results. It could be a bumpy ride with too many unhappy shareholders. It is healing a little bit and if buying use a stop loss at $11.50

The question was on ballooning U.S. debt and the U.S. dollar. He owns no U.S. debt or anything that has a lot of debt. He owns companies with excess cash. He would sell the U.S. dollar for other currencies including Canadian.

It faced some financial headwinds in 2020 and lost money in 2021 but then did better. It looks like profits will continue to grow and he considers it a 'show me' story.

PPH, an ETF for pharma producers, is breaking out and near a record. VTX and Eli Lilly are leaders in this space and Vertex has a great product for Cystic Fibrosis therapeutics. It is growing well and not too expensive.

It made a new high a year ago and then consolidated last year. It generates huge amounts of cash, pays down debt, and has very long life assets. It pays a great dividend with 20% dividend growth and 20% earnings growth.     Buy 18  Hold 8  Sell 0

The next economic cycle over the next two years is very good for materials and Teck is coming into new production. It has good copper production this year which will double next year. It generates very good cash flow which is good for dividend holders.      Buy 19  Hold 1  Sell 1