BUY

Excellent way to get global exposure. High quality companies - offers investors peace of mind. Would recommend this product. 

BUY

Great option for investors. Get exposure to smaller REIT's as well. Lowering interest rates also good. Good for long term investors. 

COMMENT

Heading into September, he holds plenty of tech and value stocks, but is underweight defensives--utilities and staples. He's totally invested, though aware that September is the most volatile month. He will ride things out: the economy looks good

HOLD

Happy to own a big holding and was not thrown by yesterday's report, which was good, or downward stock move. The forward PE is only 40x and growing earnings at 35% annually. Excellent. No, this growth won't last forever, but for the next few quarters, their order book is strong. He may trim at a higher PE.

DON'T BUY

He sold it 4 years ago. Tragic to see a US icon fall like this. Doesn't blame the current CEO, but the previous one who fell behind in chip technology. Still saddled by debt.

BUY

It doesn't get enough love. Trades at only 5x PE. Over 10 years, it has compounded EPS by 12% annually.

BUY

It doesn't get enough love. Trades at only 5x PE. Over 10 years, it has compounded EPS by 12% annually.

BUY

Their products are very well-made and loved by many. Are a winner in leisurewear. Up 12% in a month.

BUY

A well-valued tech stock, 3% from an all-time high.

BUY

A buy off of Dell's strong earnings report.

DON'T BUY

Problem is so much competition in apparel. Nike has similar problems. Would avoid all apparel.

BUY

Is up 17% in August. It's all about animal health, an enormous industry. They have a fine product pipeline, and all products' revenues have climbed from $350-400 million to $450 million. Cheap at 14x PE and 1x book.

SELL

They missed the boat in AI and date centre, down 3% last quarter during the AI boom. Terrible. Gross margins were also down because of huge capex spending.

BUY

She added more AVGO. Could be volatile, but was encouraged by Marvell's latest report in which AI was very strong for them, and their non-cyclical business had bottomed and was improving. AVGO's AI business is firing on all cylinders and trades cheaply.

BUY

She added more AVGO. Could be volatile, but was encouraged by Marvell's latest report in which AI was very strong for them, and their non-cyclical business had bottomed and was improving. AVGO's AI business is firing on all cylinders and trades cheaply.