Latest Stock Buy or Sell? Make More Informed Decisions!

Believes latest earnings from US large cap stocks are strong. Smaller/mid cap stocks not reporting as strong (feeling higher for longer interest rate expenses). Equity markets on the cusp of all time highs. Upcoming US Fed economic (inflation & job numbers) data will be indicative of state of economy. If economic date is indicating strength - will be a soft landing. If inflation stays high - will not be any interest rate cuts. Large tech names indicating strength for A.I. and cloud technology. Google paying a very healthy dividend, and strong buybacks at Apple indicative of growth concerns (too much cash). Believes Apple price too high - waiting for weakness is share price before buying. 

Good way to get exposure to private credit. Would recommend buying. Good for long term investors. 

Excellent way to get exposure to S&P 500. No annual distribution (tax efficient). 

Believes structured notes can be a good way for investors to get returns in a TFSA. Not a "one size fits all" approach. Many ways to setup account to generate ~8% return with guarantee of principal return. Very expensive, but good options for investors who want security with reasonable amounts of dividend yield. Can be an opaque market - would not recommend for retail investors. Learn more about structured notes at Larry Berman's website. 

It is a challenging market with interest rates at their highest level in decades along with rate reductions being pushed out further. and economic growth being stagnant or slowing both here and abroad. In spite of this, there is still lots of momentum investing going on and there's even a momentum ETF (MTUM) which is up 30% since November. Even stocks that have consistent returns have rising valuations: eg. Costco with only 6% growth in the top line. Investors should be aware of why a stock they own is rising. Is it because of fundamentals or just momentum which is really a form of speculation.

It hasn't done much since the 1990's except during Covid. It's surprising that it is hiring a chief strategy and innovation officer that has been down on the stock for a decade, except for the oncology component.

It has spent 20 years investing in infrastructure and is now in harvest mode for making profits, It expects to make $45 billion this year and $55 billion next year. It is able to expand its profits because it is growing in web services and advertising, and in fact is the third largest in online advertising. 85% pf spending is on the premises side and 15% on the cloud side. A switch in this ratio will increase revenue greatly. AI could cause even more expansion.

It is now completing financing which gives it full ownership of a key asset, Lion Mine, which will lower the average cost of production and is in a good jurisdiction. It will be worth 60% of the value of the whole company. The stock is down because of a miss on market expectations and a decrease in production but we can expect more production in the second half. The first gold should be poured this month at the Greenstone mine. National Bank is rating it a buy because their holdings are low risk, being in Ontario. With the rising gold price, gold stocks have a chance to run up.

There is a potential threat to their search engine dominance from AI search engines which do all the searching for you just from one key word, giving a concise response with no ads. It is in an innovative dilemma. OpenAI and ChatGPT have one of the fastest adoption rates ever. It could soon release its own search engine. He owns it since it trades at a reasonable valuation and has other strengths such as Google Maps. Be wary of it though, since 80% of the revenue comes from advertising.

It had good news lately with better than expected results and a big increase in backlog. Margins however have been weak and need to go back to previous levels. He considers it a speculative buy.

Its guidance is 7 to 8% but the stock has come off so there is upside if they deliver on the guidance. Even if they didn't, the downside is limited. It trades at a good price and pays a 6% dividend.

It is in the private lending business and there are more opportunities in the private market now. It has a good outlook in spite of the run-up. He prefers Brookfield which hasn't had a big run-up. Both are good companies.

It is not doing well because of the money laundering scandal which was mostly in the New York area. 3 billion is the highest amount of penalty being considered. Other banks are in trouble too. It makes $14 billion a year in profit so he still likes it.

It has had a record delivery of natural gas.. Planned data centres will need a lot of energy. There's lots of consumption of natural gas in the U.S. and lots of production in Canada. Pays a 7% dividend.

It sold off from $40 because of negative sentiment towards the retail sector. Consumers are being squeezed and tightening their spending. It plans to grow its stores by 25% this year which should offset lower spending at existing stores.