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CVS Health is building a world of health around every consumer. Our unmatched reach allows us to deliver high-quality, affordable health care when and how individuals choose. We’re on a mission to deliver superior and more connected experiences, lower the cost of care and improve the health and well-being of those we serve. Social media mentions are up 136% in the past 24h.

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🔒 Premium Content Alert – This buzzing stock opinion is accessible only to Stockchase Premium

Discover an exclusive list and analysis of the stocks that are trending on social medias—accessible only to our Premium subscribers. With a keen focus on the stocks that are setting social media ablaze, this weekly feature offers an invaluable lens through which to evaluate market movers. Say goodbye to the endless scroll through social media timelines; we curate the buzz so you can invest your time as wisely as your money. Unlock Premium Now.

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AMD is the high performance and adaptive computing leader, powering the products and services that help solve the world’s most important challenges. Our technologies advance the future of the data center, embedded, gaming and PC markets. Founded in 1969 as a Silicon Valley start-up, the AMD journey began with dozens of employees who were passionate about creating leading-edge semiconductor products. AMD has grown into a global company setting the standard for modern computing, with many important industry firsts and major technological achievements along the way. Social media mentions are up 193% in the past 24h.

COMMENT
Slowing Canadian economy, a much more robust US economy, and tension on tariff uncertainty.

Exactly. We're leaving 2024 the same way it's been for most of the year. Canadian economic environment still tepid. The US has a pretty robust economic scenario for 2025 at least.

Canada underperforming the States explains our more aggressive monetary shifting than the Fed. That story will remain in place for at least the first part of 2025. And we're now layering in uncertainty surrounding tariffs and other policies coming out of Washington.

COMMENT
Valuations in the US.

May be a little rich, but he wouldn't go so far as to say that everything is uber-expensive right now. There are pockets of value within the US market. 

Even in the tech sector with stocks like NVDA, most people would say it's extremely expensive given its run in 2024. If you think we're going to have continued growth in 2025, tax cuts and easier regulations, those stocks probably aren't as expensive as people think.

COMMENT
TSX -- can double-digit gains continue?

They can. Looking at the performance for 2024, a lot of large-cap names have not done well yet we still see continued strength. If the outlook for energy next year remains solid, the TSX can continue to move higher. If you still think gold has some room to go, that's going to be favourable. If financials can get more coordinated in terms of continued growth, that'll be good.

We can do better, but we're still facing down this uncertainty on tariffs. That could derail a lot of the momentum we have right now.

COMMENT
US vs. Canada.

He's been favouring US stocks all through the year, and he's continuing to move that way heading into 2025. At least for the first year. Beyond 2025, if we see tariffs or US policies that are potentially destabilizing to the US outlook, then he'll rethink that strategy.

But right now, makes sense to tilt your portfolio more to the US and less in Canada.

PARTIAL BUY

Weakness in potash prices, but demand starting to improve, especially in Brazil. Don't focus just on potash, remember its retail segment is the largest in the US with about 22% market share. Decent opportunity to add exposure.

BUY

His thoughts were a lot better before this morning. Still likes it. Ancillary AI play that will eventually bring AI into product line. Will do well over time. Reaction today is overdone.

COMMENT

Not the first company to have disappointing share performance. 

BUY

Solid fundamentals. Healthcare solutions will pay dividends going forward. Not a bad valuation for a long-term play over the next 5 years. 

COMMENT
Buying a stock that's done really well.

If the fundamentals look solid going forward, don't worry too much about trying to time the entry.

BUY
Will increased production under Trump 2.0 impair prices for oil or nat gas?

Even if that were to happen, you'd want to put your exposure to energy in the pipelines. We are going to see increased volumes, barring a recession in the States or NA. Fantastic news for pipelines. Not worried so much about what the price actually is, the way a driller or downstream producer would be. Relatively decent dividend.

BUY

Believes fundamentals will remain sound for 2025, so makes sense to add. Not looking at an imminent recession, at least not one that will impact this name. Reasonable value here.