Today, Barry Schwartz commented about whether LYV-N, CPRT-Q, META-Q, EMP.A-T, MRU-T, L-T, FSV-T, TD-T, BAM-T, SHOP-T, GIB.A-T, BCE-T, X-T, TSM-N, NA-T, RY-T, BNS-T, TFII-T, BN-T, TOI-X, PYPL-Q, TOU-T, GOOG-Q, AMZN-Q, AAPL-Q, TSLA-Q, CLS-T, QSR-T, JPM-N, MG-T, SU-T, CNQ-T, CP-T, CNR-T are stocks to buy or sell.
The ones that are nice to King Trump. He'd hope that TSLA and AAPL would escape additional tariffs on China.
Except for TSLA, the other Mag 6 have come down to very reasonable valuations. For example, AMZN's trading at a discount to WMT, which makes no sense. GOOG is trading at 19x earnings. Thinks AAPL growth will be double digit. This is your chance to buy quality companies at reasonable valuations. See his Top Picks.
The ones that are nice to King Trump. He'd hope that TSLA and AAPL would escape additional tariffs on China.
Except for TSLA, the other Mag 6 have come down to very reasonable valuations. For example, AMZN's trading at a discount to WMT, which makes no sense. GOOG is trading at 19x earnings. Thinks AAPL growth will be double digit. This is your chance to buy quality companies at reasonable valuations. See his Top Picks.
Cold winter weather has been good for nat gas prices. Wild card is AI demand -- what's the sustainable fuel that can keep data centres running 24/7? It's natural gas. Over the next few years, a fortune will be spent building data centres. Hopefully, with new administration in Canada, this name can benefit from the added infrastructure.
Earnings this week, he expects big increase to special dividend. Nice place to collect a growing income stream.
With RESPs, you really want growth until the student is closer to going to university. At that point, you then switch more to income or protection. He'd allocate to the NASDAQ, the S&P 500, and a bit to the TSX. Hard to buy individual stocks in an RESP, since the money available is not a huge amount.
Q4 was a stinker, guidance was very tough. Tariff worries are weighing on capex spending of many of its customers. If tariffs are implemented, could still take another hit.
Stock's fallen way too much, he can't believe it's still going down. Trading at very deep discount to normalized earnings. Screaming buy, but you have to look through the next few quarters of uncertainty.
Checks all the boxes for his firm: big insider ownership, beautiful balance sheet, high FCF, high ROIC, decent valuation, gigantic moat. No one can do what it does. Overhang: what if someday China invades Taiwan? It would be bad not only for TSM, but also every AI-type company. Guiding for 20% compound growth over next 5 years.
His firm has always stayed away from semis, as they're very cyclical and easily disrupted (though this name seems more insulated). Capital intensive. He's on the fence, but feels overall that the better way to play AI is to own the Mag 7.
The ones that are nice to King Trump. He'd hope that TSLA and AAPL would escape additional tariffs on China.
Except for TSLA, the other Mag 6 have come down to very reasonable valuations. For example, AMZN's trading at a discount to WMT, which makes no sense. GOOG is trading at 19x earnings. Thinks AAPL growth will be double digit. This is your chance to buy quality companies at reasonable valuations. See his Top Picks.