Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Chris Blumas commented about whether BIP.UN-T, GOOG-Q, NKE-N, IFC-T, DFY-T, QCOM-Q, INTC-Q, TSM-N, CLS-T, MG-T, CNR-T, CP-T, TFII-T, MSFT-Q, ADBE-Q, BNS-T, JPM-N, RY-T, TD-T, DIS-N, ENB-T, ATD-T, AMZN-Q, MCK-N, CNQ-T, BYD-T, RACE-N, EFX-N, GS-N, MS-N, BDT-T are stocks to buy or sell.
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Being diversified helped it withstand all the pressure. Never hitting on all cylinders. Plans for future involve increasing investment in parks, and he'd prefer less cashflow intensive. Turnaround not playing out as he anticipated. An incredibly discretionary expense.
He sold on strength. Not ready to look at it again. You need to have a long time horizon, and be willing to accept that the business will be more cyclical in future.
In a tough spot, media has made it the whipping boy. Every single US bank has problems with money laundering, it's so pervasive. The fine came at the best time, as it was sitting on the most capital of any Canadian bank. Everyone knew what was coming, stock's been drifting lower for quite some time.
He owns it for the income, not the growth. He'd plug your nose and buy here, knowing it could go a bit lower. No one wants it on their books so there's been indiscriminate selling, which creates the value for you.
Compare this to WFC, which was in a whole heap of trouble due to problematic sales practices. Return since then is ~150%. The TD scenario is different. In these mature type of businesses, you'll get your dividend and a small bit of earnings growth. TD now has the lowest multiple of any Canadian bank, but will that be the case in 5 years? They all re-rate, and he thinks this will end up being quite a good return.
Great business. Recently highlighted new AI features that will be incorporated. Sold off on fears of competitive pressures. Single-suite product, even though it has different features. Not willing to go out on a limb and say buy. Watch and wait; need more to unfold to see how strong its competitive position is.
Phenomenal business, ticks every box but one. Great business economics, great management team, very strong balance sheet, amazing growth potential. Trades north of 30x, so don't chase, leg in. Wait for even more of a pullback. You'll always get your chance, as markets are volatile.
Keeps going up. Business has totally morphed into value-added parts in the semiconductor space. Riding the wave of massive growth of all chipmakers. Valuation seems reasonable. Remember that semis are cyclical; ASML, for example, went down 20% yesterday. Hot stocks always have potential to re-rate.
Quite well run, but not ready to be there. His preference is TSM, but its valuation is not attractive either.
In this sector, you can't avoid it. It affects every single player. Look at AMZN and all the data centre providers. There are only so many customers. TSM also has massive concentration risk. The whole supply chain is massively vertically integrated, so there's customer concentration risk and supply chain risk the whole way through. If you want to be in the space, you have to accept it.
The rate-sensitives sold off hard with rising rates, creating a temporary opportunity. Get paid a huge dividend to wait. Yield still around 6.5-7%. Still likes it today. Great, stable business for those looking for income.