Today, Stan Wong and The Panic-Proof Portfolio (Stockchase Research) commented about whether TMUS-Q, PWF.PR.E-T, CCS.PR.C-T, SLF.PR.D-T, MA-N, STZ-N, AMZN-Q, PFE-N, QQQ-Q, XQQ-T, MS-N, MCK-N, CAH-N, MRK-N, COST-Q, DPZ-N, GOOG-Q, SBUX-Q, ASML-Q, GOOG-Q, ZWB-T, SHOP-T, VTI-N, VUN-T, INDA-US, XID-T, RCL-N, PANW-N, LLL-T, TRP-T are stocks to buy or sell.
At a pivotal point on the technical charts. Based down early this month and just moved up to 200-day MA, which is falling. If it can break that, it's positive for the stock. Really great dividend of 5.76% is fairly safe. If you're patient, it's OK. Stronger growth companies in healthcare, such as weight loss and diabetes. 8% growth rate.
Behemoth, not a lot of serious competition. Dominant in e-commerce, digital streaming. #1 in cloud, with 32% market share. Becoming dominant in AI. Digital ad business has very high margins and is scaling very quickly. Very strong balance sheet and cashflow, giving it flexibility. No dividend.
AI strategies being applied across the board. Technically, clear uptrend. Outpacing broader S&P index. 30% growth rate going forward.
NASDAQ is primarily tech companies, and you pay up for that. Growth rate for a lot of those companies is strong. But he sees the market broadening out to other sectors. As the economy and the monetary environment improve, we'll see industrials and financials improve. We might even see some rotation.
The US version of a US-stock ETF will always be cheaper. For QQQ, you're paying 20 bps; XQQ is 39 bps, almost double. XQQ is hedged, which hasn't helped you, might help you going forward but doesn't see CAD having a big push against the USD. He'd prefer QQQ, but be cautious on tech at this point.