Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Cole Kachur commented about whether VRT-N, KWEB-N, DELL-N, ZUQ-T, DIS-N, WCP-T, VDY-T, IBM-N, ZGQ-T, NVO-N, LLY-N, PFE-N, GE-N, IWM-N, AMZN-Q, AMD-Q, BIR-T, ENCL-T, BMO-T, HTA-T, TD-T, ZWB-T, XSP-T, VSP-T, VOO-N, PBH-T, FHQ-T are stocks to buy or sell.
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A bit disappointing. Mega-caps have continued to move forward, while these have moved sideways. At some point, there will be a catch-up trade. Thinks there will still be decent returns here, hold for the diversity. But at this juncture, places where you can get more bang for your buck.
Tremendous run over the last couple of years, so you need to be careful. You don't necessarily need to sell, but you need to be prudent by rebalancing and getting back to a level of risk you're comfortable with. Stick with the winners, and this one is. Still positive on it, but make sure you're not over-exposed.
US dividend stocks don't usually pay nearly as much as Canadian ones. If he's looking for income, there are tax and other advantages to owning Canadian dividend stocks, especially in non-registered portfolios.
Underperformer in the sector. Not in a growth area, which is weight loss right now. So he'd probably look at LLY and NVO. Those pipelines are probably going to be fairly robust.
A good ETF. Exposure to a lot of the best companies out there, geographically diversified. Some exposure to EMs such as Japan and India, whose markets have been really strong. His assumption is that markets will go up from here for the next year at least, so you'll probably see some pretty good growth on this. Safe, equity exposure with diversified risk.
Legacy company. Making money, diversified segments are mostly working. Board fighting. Stock price perpetually stuck in the mud. Theoretically a great company and brand, but not a great stock. Doesn't see any major catalyst. He's neutral. Doesn't see robust returns anytime soon.
Good stock that's come down. Sitting right along its 50-day MA, which traditionally is a great entry point if you think a stock's going to go up. Will continue to see demand in the AI server category. Hopefully, will see better margins come out of that as demand increases. Less risk, as you balance AI exposure with diversity from its more traditional businesses. Yield is 1.4%.
(Analysts’ price target is $161.25)He's not typically a fan of investing in China, as regulations there can make it seem like the Wild West. Things can swing pretty heavily with the political climate.
China is trying to inflate its market with interest rate cuts and other measures to try to promote economic growth. Some of the companies in this ETF will be major beneficiaries of that. Chinese tech companies have underperformed for a long time, provides an opportunity. Foresees a move up from the reflation trade. As long as the government doesn't get too involved, some companies are primed for a breakout.
AI theme, playing off chips. Data centres and infrastructure. About 70% of business comes from data centres across the globe. As AI and supercomputing get built out, we'll see increased need for data centres and infrastructure. Now in the sweet spot -- always had a good business, but now has a good business that's in high demand. Profits and revenues should continue to expand. Stock price should too, even though it's had a nice move already. Yield is 0.1%.
(Analysts’ price target is $103.33)
A name you can own as a core holding. Right in the middle of all the current themes. Doesn't mind exposure to the consumer, as there are deals to be found.