Today, Cole Kachur commented about whether SOXX, META, MU, CASH.TO, PSA.TO, CBIL.TO, TQGD.TO, FFH.TO, TRI.TO, RY.TO, HHL.TO, HMMJ.TO, INTC, CVS, SMCI, HPYT.TO, GOOG, AAPL, XSU.TO, QQQ, TA.TO, ATD.TO, PEP, BNS.TO, NET, PANW, ITA, IQD.TO are stocks to buy or sell.
Yes. Seeing a bit of a pullback from the most recent high at end of March. April hasn't been great, and so far May is not off to a great start.
Probably positive for the medium- and long term. A bit of a cooling off period for some of these stocks to come back, as they were over-inflated. A time when you can do some buying and probably do pretty well on some names.
Yes, that area is not his preference right now. For the most part, earnings have been good. AMZN came through with solid earnings last night, GOOG was good last week, META not so great the week before. But overall, both the earnings power of those names and their ability to cut costs exceed some other companies. They'll be benefactors of a strong market rally, hopefully sooner rather than later.
Yes. Primarily because technology in a slow-growth environment will typically outperform. There are different tilts to growth or value throughout the economic cycle. Right now, his preference is to tilt towards growth-oriented stocks. This traditionally takes you more towards US markets and tech names.
A good name, performed well. Broad-based exposure to lots of different markets, good diversification. MER is a bit high at 0.54%, often you can get 0.25% or less. Shop around first.
Have to be careful with a lot of international funds, as they have a lot of US holdings, so you may not be getting the diversity you thought you were.
A lot of tech companies are down significantly from highs. 20% is a big number, but it's not vastly larger than peers on a relative basis. Cybersecurity is a desirable area right now, and this is one of the better companies. High growth has to expect more pronounced swings.
Be patient, try to time an entry point. Relatively good value right around here. High quality.
Bank stocks haven't performed particularly well, and nothing major has changed in the banking sector. Not a high growth name. Own to clip the dividend and get 3-4% on top. Yield's around 6%, which gives you double-digit returns.
Not the best stock out there, but fine for the passive investor who wants dividend income. Could get in around $62-63, ride back up to $70-80 over the next couple of years.
Not too worried, given the short timeframe. In more volatile markets, small caps are going to move down more. Ideally, they play catchup later in the year. Prefers the mega-caps, but this is a way to not have all your eggs in one basket. Good place to be if there's another broad rally over the next 6 months or so.