Latest Stock Buy or Sell? Make More Informed Decisions!

It has made progress but in the macro environment of inflation in Argentina it has under-performed.

It has been a success story for decades and has surpassed Intel in the last 10 years. It will have a tougher fight with Nvidia. Four large customers provide 46% of its revenue: MSFT, AMZN, META, GOOG. Three of them are building their own semi conductors so AMD is competing with them as well as NVDA

It is up 20% from July. The price today is pricing in expected improvements for three years from now. Interest rates in the U.S. are still high so lumber prices may not improve that much. If investing in the lumber industry he would look at Interfor.

The question was on mid cap energy stocks in Canada.They have had a bit of a lift and are low in valuation. Service stocks are quite low in valuation on an historical basis.

It has almost doubled since the summer and this doesn't justify the improvement in guidance. It is trading at over 100X next year's earnings with 22% revenue growth for the next year. A number of stocks have run ahead of their fundamentals including Shopify. It is time to take some money off the table.

It doesn't grow quickly, has a modest dividend and is diversified.

Their delivery of cars could be up as much as 30% next year but take everything with a grain of salt. The relationship of Musk supporting Trump is part of investors' decision making either way.

It is the largest EV producer, including hybrids, in the world and is based in China. It is also the second largest maker of batteries for EV's. It is more vertically integrated than its peers and can make all the components themselves including semi-conductors, so it can control its costs and production lines. They produce a high quality vehicle for $11000. The U.S. and Canada have put a 100% tariff on their cars but many other countries that don't have domestic auto industries to protect can welcome them which leads to global expansion.      Buy 32  Hold 4  Sell 0

It is a very successful large cap company. It is down this year because of their slow pace of modification of their AI tool. It is in a sweet spot with AI software eg. text to video. It has plans to improve in three areas. It might have competitors but has the advantage of size and being multi-faceted.. There should be an improvement in sentiment next year.      Buy 36  Hold 9  Sell 3

It has been on an aggressive debt pay-down schedule which should be completed by next December. This would mean transferring value from debt holders to equity holders. It should have additional improvements on the operational front.          Buy 4  Hold 2  Sell 0