Latest Stock Buy or Sell? Make More Informed Decisions!

Has fantastic assets, though has seen weakness in Macau but will change if Beijing does Western-style stimulus to the consumer.

Has owned it for 2 years and is one of her best performers. Given the movement in gold, NEM's EBITDA jumped 55% in Q1. 

It caters to higher-income consumers than Walmart. She's long-term and patient. 

She just sold it. It's been undervalued and dominates its space. But trends are slowing and she doesn't know how long the company will prove itself in this space in regards to AI.

Is buying Quanta Services, involved in data centres which is an ongoing trend. She sold Zoetis to fund part of this buy. Zoetis is not exposed to Medicare, which is good, but the stock was not performing that well. Pet care is a good business, but the market wasn't rewarding this stock.

Is buying Quanta Services, involved in data centres which is an ongoing trend. She sold Zoetis to fund part of this buy. Zoetis is not exposed to Medicare, which is good, but the stock was not performing that well. Pet care is a good business, but the market wasn't rewarding this stock.

Yes, their fundamentals are great, but the valuation is too high. Maybe will enter on a pullback.

They won't sit still (and could buy a competitor), and Gemini is highly respected, but the company hasn't promoted it well. There is opportunity, but most of their revenue is coming from traditional advertising on Google search--that's a problem. YouTube is fantastic generating lots of ad revenue. Also, how do you make money off chatGPT? Maybe this problem is already priced into GOOGL, since its PE has come down.

It's one of his best performers with fine margins and they cleaned up their balance sheet. They pay a small dividend, but grows rapidly. More momentum in gold to come.

Owns it because interest rates are coming down by year's end and there's a 5-year super cycle.

Loves it. Will do well in a recession. Consumers are loyal.

Sold it. Long term this is great. He wrote a $19.50 covered call last Monday. Earnings slightly miss and the stock sold off. So, he hedged half the decline then got stopped out. It's pure risk management.

He just bought it, even though its valuation is very high (192x forward PE). Earnings were fantastic. He likes what they're doing in the commercial side, up 70% YOY, and not just relying on government contracts. They have to grow into their high multiple and it is volatile.

He just trimmed. How often are you using Google search vs. chatGPT (85/15 for him). Ad dollars will decline within Google. He wanted to reduce his overweight in GOOGL and hang onto a little. Are lots of reasons to like GOOGL, still because of lots of other businesses, but search is their golden egg.

He bought more. Has great faith in management who will turn things around, though it will take time. Steel prices have risen, but CLF has to wait for their existing contracts to end before they can raise their prices. Also, given tariffs, demand from the car industry here should increase with higher volumes.