Latest Stock Buy or Sell? Make More Informed Decisions!
Today, The Panic-Proof Portfolio (Stockchase Research) and Brett Girard, CPA, CA, CFA commented about whether CNR-T, VRSK -Q, GWO-T, GOOG-Q, FCX-N, TD-T, UBER-N, CNQ-T, WSP-T, ATD-T, NEE-N, BN-T, TSLA-Q, BABA-N, CME-N, BAC-N, LFUS-Q, UN-N, NESN-SIX, AZN-N, EPD-N, GSL-N, CPA-N, BBU-N, AGIO-Q, WLKP-N, BYD-T, HLPR-T, HTB-T, HSAV-T are stocks to buy or sell.
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HTB is a low-MER ETF that trades in Canadian dollars which holds US treasury bills with a 7-10 year maturity -- a safe haven for parking cash. As a Corporate Class ETF, it does not pay any interest or distributions, making it highly tax efficient for non-registered accounts -- when you sell you generate a capital gain. The underlying portfolio has a current average yield to maturity of 4.1%. Yield 0%
HLPR is a low-MER (0.3%) ETF that holds Canadian investment grade preferred shares with a laddered maturity for rate resets. As a Corporate Class ETF, it does not pay any dividends or distributions, making it highly tax efficient for non-registered accounts -- when you sell you generate a capital gain. The underlying portfolio is a well diversified portfolio of utilities, banks, and energy companies. We recommend setting a stop-loss at $25, looking to achieve $33 -- upside potential over 17%. Yield 0%
Our PAST TOP PICK with AGIO has triggered its stop at $25. To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 23%, when combined with our previous guidance.
Our PAST TOP PICK with BBU has triggered its stop at $21. To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 4%, when combined with our previous guidance.
Our PAST TOP PICK with CPA has triggered its stop at $86. To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 8%, when combined with our previous guidance.
Our PAST TOP PICK with GSL has triggered its stop at $19. To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 15%, when combined with our previous guidance.
Our PAST TOP PICK with AZN has triggered its stop at $71. To remain disciplined, we recommend covering the position at this time. This will result in a net investment gain of 1%, when combined with our previous guidance.
We're seeing emotional, knee-jerk reactions, "I need to get in. I need to get out." People should step back and look at their asset mix, what and why they're holding. If you're more than 5 years from retirement you're fine being all in stocks, can withstand volatility, which allows to take advantage of swings like this. If not, can't withstand it, you should hold some fixed income to give you safety. Being concentrated only in Canada, making up only 3% of global stocks, doesn't make sense. Diversify. We've seen 20% drops like now in 2018 and 2020 and 2022--the average intra-year drawdown over the last 75 years is 14%. Drawdowns are normal in markets, though this time it's self-inflicted (through tariffs). Before, dips allowed investors to get right away, but this time it depends on one person: Trump. Will this be V-shaped, or will it be prolonged, which will likely lead to a recession.
Tariffs on cars have pushed LFUS down lately, because they supply fuses for cars. Still likes it. Small caps will be volatile, but now is a buying opportunity with a small tranche, if you believe the car industry will come back. There are claims that Canada and Mexico dump car parts in the US, but 75% of car workers are American, so this is industry won't disappear. At some point there will be resolution in tariffs.
HSAV is a low-MER ETF that holds deposits in Canadian chartered bank High Interest Savings accounts -- a safe haven for parking cash. As a Corporate Class ETF, it does not pay any interest or distributions, making it highly tax efficient for non-registered accounts -- when you sell you generate a capital gain. The underlying portfolio has a current gross yield of 2.5%. Yield 0%