Latest Stock Buy or Sell? Make More Informed Decisions!

Their assets are irreplaceable. Buying KC Southern will take longer than expected to absorb, but eventually, they will offer a huge network across North America. Great managers and company. Be patient.

They've reduced debt so much so now they return 100% of cash to shareholders. Great assets and managers. Buybacks can be sporadic, though. The dividend absorbs the volatility in oil prices.

The company is not too big, not too small, in a sweet spot. The copper price has pulled back a little, but has seen a great run-up. Supply has declined while demand is rising from places like EVs. The copper fundamentals look great.

BIP is more sensitive to interest rates, and will constrained when rates rose. Also, they pay a dividend which was competing with high rates. As rates decline, this will benefit BIP and encourage more building projects. In contrast, BEP is a tougher go, because the transition to renewables will take longer than many expect. But BEP is best in class and its managers are fantastic. BEP's use of AI (with Microsoft) will benefit the stock, but we're ahead of ourselves. 

BIP is more sensitive to interest rates, and will constrained when rates rose. Also, they pay a dividend which was competing with high rates. As rates decline, this will benefit BIP and encourage more building projects. In contrast, BEP is a tougher go, because the transition to renewables will take longer than many expect. But BEP is best in class and its managers are fantastic. BEP's use of AI (with Microsoft) will benefit the stock, but we're ahead of ourselves. 

Once you subscribe to their platform, you won't leave. TRI would benefit from AI, given all the data they already have.

It had a big run up then fell 20% after reporting last week. Dell will benefit from AI. They make good products and services. You can make money in this long term, maybe not short.

Look elsewhere. The outcome of their problems is unknown. Look what happened to Wells Fargo, which took years to recover. But we don't know the outcome yet.

Best managers in the business. Minimal debt. Pays a small dividend but will issue special ones depending on the oil price -- likes this. They got their toe in the water early in LNG. Smart. The outlook for natural gas has been tough in recent years, but looks better ahead as the transition to green energy takes longer.

Yes. In spin-offs, the new company feels pressure, but pays off later. You can't replace their assets (pipelines). A great business overall.

In the long run, you own this. You watch their movies, go to their theme parks and buy their t-shirts for your kids. Their cruises are fantastic. Disney+ has been up and down, but has a new CEO and have raised rates. The ad tier will benefit them. News about sports streaming is very interesting. Lots to like, but will be ups and downs short term.

They have the Oil Sands, so they don't need to explore for new assets. The management team has turned the corner. They just hit their debt target, returning 75% of free cash flow to shareholders. Pays a good dividend and using buybacks. Should pay 100% returns by the end of 2025. Shares are on sale. They plan to reduce costs to $40/barrel.

Like Nvidia, though growth and volatility are a little less. Their deal with Microsoft of putting chips into PCs is great. And Apple extended their partnership by a year. Grows at 15% at a good 20x PE.

Best in show and firing on all cylinders. Capital markets really grew; all their businesses are growing. Loves that they bought HSBC, a great way to grow.