Latest Stock Buy or Sell? Make More Informed Decisions!
Today, The Weekly Buzzing Stocks by Billy Kawasaki and Lorne Steinberg commented about whether DEO-N, BNS-T, AXP-N, CP-T, CNR-T, UBER-N, TSM-N, SLF-T, ADP-Q, PAYX-Q, TRP-T, CNQ-T, COP-N, TA-T, SBUX-Q, NKE-N, CPG-LON, BCE-T, BN-T, VTRS-Q, EMA-T, EWG-N, EWZ-N, EWY-N, NSRGY-OTC, KVUE-N, UL-N, KHC-Q, MG-T, SAP-T, NVO-N, TECK.B-T, GORO-A, MP-N, ADP-Q are stocks to buy or sell.
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- Automatic Data Processing (ADP-Q)
- MP Materials (MP-N)
- Gold Resource (GORO-A)
- Tesla Inc (TSLA-Q)
- Alibaba Group Holding (BABA-N)
- NVIDIA Corporation (NVDA-Q)
- MicroStrategy (MSTR-Q)
- Walmart Inc (WMT-N)
- Altria Group Inc (MO-N)
- United Parcel Services (UPS-N)
- Coca-Cola Company (KO-N)
- Advanced Micro Devices (AMD-Q)
- Matterport (MTTR-Q)
- iQIYI Inc. (IQ-Q)
- Main Street Capital Corp. (MAIN-N)
ADP — providing solutions that simplify work. Since our very beginnings, we’ve been at the forefront of payroll and HR innovation. Today, as always, we're proud to design better ways to work, with people at the heart of everything we do. Social media mentions are up 450% in the past 24h.
Our Mission is to restore the full rare earth supply chain to the United States of America. MP Materials owns and operates Mountain Pass, the only integrated rare earth mining and processing site in North America. Our success will drive the onshoring of jobs, national security and a carbon-reduced future. Social media mentions are up 1200% in the past 24h.
Gold Resource Corporation is a gold and silver producer, developer, and explorer with its operations centered on the Don David Gold Mine in Oaxaca, Mexico. Under the direction of an experienced board and senior leadership team, the company’s focus is to unlock the significant upside potential of its existing infrastructure and large land position surrounding the mine in Oaxaca, Mexico, and to develop the Back Forty Project in Michigan, USA. Social media mentions are up 38% in the past 24h.
Really important to remind investors that investing is a long game. You wouldn't buy stocks, or a house, with the idea that if you don't like it you'll sell it in 12 months. You need to buy companies that are going to be around for a long time, and that will deliver growth and increase profitability for a long time.
Thinking about that, in the next 12 years there will be 3 presidential elections. In the next 5 years, we'll be talking about other things that might concern us. The companies that he invests in have stood the test of time. Most adults have lived through 9/11, the financial crisis, and the like, and here we are today. Though the financial crisis was only 15 years ago, it feels like 50, yet somehow we managed to get through it and come out even better afterwards.
Track record counts. Look back to how companies performed during down times, recessions and such. Companies that have been able to stay profitable through those times and, for example, pay their dividends, have been able to survive.
If you look at some of the world's great businesses, those large companies also have the capacity to hire the best. SBUX is an example, spending a lot of $$ to hire the guy who previously ran CMG. These companies have the capacity and wherewithal to be agile and make their way through. When Covid happened, SBUX and MCD morphed almost immediately to more takeout and didn't skip a beat.
We're going to have to rely more on the private sector, as government debt levels are close to all-time highs. Probably corporate tax cuts in the US.
May get some corporate tax cuts in Canada, because there's basically a realization (no matter your political stripe), that Canada needs to be competitive. We're losing investment to the US. He heard a recent statistic that the US invests roughly twice as much per worker as Canada does -- that's one of the main reasons that our productivity is lagging so badly compared to our major competitor and trading partner. We need to fix that.
Doesn't make sense to play the hedging game. After 35 years in the investment business, he has yet to meet anyone who's correctly called the direction for any length of time.
Plus, misunderstanding that just because something trades on a US exchange that it's purely USD. Companies like MSFT and MCD have revenues in currencies from all over the world. If you try to hedge, you may actually over-hedge USD exposure, and just guessing doesn't make any sense.
When you own equities, accept the fact that you have currency diversification and you're going to have some ups and downs due to currency moves.
Has major operations in Europe, yet it's a Canadian company trading on the TSX. There are issues dealing with dairy and the commodity side of the business.
Lots of pressure within Canada on protected costs around dairy products. Might be an easier place for our government to give in on something, so wouldn't surprise him if our dairy protection weakens or softens a bit.
Consumer staples are outperforming in the last few days, and that speaks to the advantage of having a balanced portfolio. Companies like KHC, UL, KVUE, and Nestle. It's not that they won't be affected (their costs would go up), but they're far less cyclical than other businesses. Earnings will be much more stable. Earnings could fall 10%, but not 50%. Dividends will be sustained.
Companies like Unilever and Nestle are huge in NA, but huge globally as well.
Consumer staples are outperforming in the last few days, and that speaks to the advantage of having a balanced portfolio. Companies like KHC, UL, KVUE, and Nestle. It's not that they won't be affected (their costs would go up), but they're far less cyclical than other businesses. Earnings will be much more stable. Earnings could fall 10%, but not 50%. Dividends will be sustained.
Companies like Unilever and Nestle are huge in NA, but huge globally as well.
