Latest Stock Buy or Sell? Make More Informed Decisions!

Despite buying a bunch of mega-companies, it remains cheaper than 30 years ago. But it has totally failed to deliver shareholder value. The dividend is safe. 

Not great over the years, suffering from a bloated infrastructure and lacking focus, like many Japanese companies. It should be split into a few companies.

It was undervalued, forgotten. Management has done a great job. Shares remain cheap as it pays a 4% dividend. Still likes it and would buy it now.

An activist investor is inside the company now. Pays a 3.5% dividend. Not followed that much by Wall Street, but offers decent growth.

The problem is that Gucci continues to underperform; they changed designers. Has huge free cash flow, a good balance sheet and pays a 5.5% dividend. Disappointing.

Has owned it a few years and it's only starting to perform recently after earnings and a share buyback announcement. Very cheap at 5x PE. Stable revenues and lots of free cash flow, and pays a 4% dividend. He targets $20.

His choice in US banks, though it trades at a higher PE. The CEO has been doing a spectacular job. He also likes BAC for its management.

Not recommended. Preferreds don't do well during rising or even declining rates. In Canada now, rates are low around 3% for a 10-year bond. He suggests instead a simple laddered portfolio of bonds, 1-5 years, plus a couple government bonds and some high-quality corporates. Hold and don't trade. It will buffer volatility. 

He never owns airlines. AC has failed to generate shareholder wealth creation historically. They take on too much debt, then buy back shares, then raise equity. Avoid. 

Still buying, though not as cheap as a year ago, but it's a unique business that offers double-digit growth. It's a fintech company that collects money with each transaction (i.e. with Apple Pay). They enjoy a duopoly. Slightly prefers this over Mastercard for Visa's innovation, though likes both.

They make equipment for hip and knee replacements, which is a great place to be. An activist has taken a position here, pushing to break up the company for its underlying value.

He's never owned gold. The price of gold over 30 years vs. prices of RY that period: RY has massively outperformed gold over that time. Despite gold's rally recently, it actually lags many stocks historically.

Interest rates will keep falling and therefore benefit pipeline and utility stocks. Dividend growth will be slower in the next 5 years vs. the past 5. Pipelines are a solid dividend play with some growth.

In semis, his pick is TSM, which make the chips for the major players. Semis are a cyclical industry, but TSM is completing plants in the US, so revenues should soar in 2025-6.

One of the cheapest tech stocks, which sagged when they tried to buy Figma a few years ago, and still hasn't fully recovered. Shares remain very cheap and have rallied recently. He values this at $750-800, huge upside ahead. They are the best. Are absolutely an AI play, though in early days. Every business wants to use AI in coming years.