Latest Stock Buy or Sell? Make More Informed Decisions!

Oil: There's no way knowing if oil can stay above $70; the oil price is tough to peg. It is a risk asset that responds to geopolitical tension, but after this tension in the Middle East the price will probably not all down, but find balance and this issue will become a non-topic. He wouldn't be surprised to see oil a little higher by year's end. Cash levels: remain high as investor sentiment remains cautious. April remains in the memory, and caution is a good thing for the market. The time to worry is when people are super optimistic. He'd like to see this money bleed into the market as optimism improves. US Midterms: He expects Trump to be less unpredictable and less chaotic because the Republicans need to maintain their power which will be investor-friendly.

Their moat isn't wide enough, but they have an impressive half-billion active monthly users and good revenue growth. They have some problems with marketing, but trades at a reasonable multiple. There's not enough here to interest, but will watch to see how they develop.

Is a heavy cyclical, depending on farm incomes and commodity prices, which you can't predict. DE equipment isn't cheap, so farmers must be confident enough to buy it. It's been difficult to predict. He's done okay with it before, but other sectors are more predictable.

Semis are cyclical with their highs and lows, and we are possibly in the early innings of AI--who knows where AI will take us. NVDA is getting cheaper as the stock price rises. As earnings rise, so will the stock. In the past 1.5 years, NVDA shares have not risen as fast as earnings growth.

Hold 7-8 sectors out of 11, diverse industries and roughly 20-25 companies (in his standard portfolio). Watch for overweighting by a single stock, no more than 8%.

A broad topic. Defensive means predictability: utilities, consumer staples. Stocks that pay dividends and/or buyback shares. Also, telcos. Utilities are super defensive, because they basically issue a yield. Also, do you want that income stream coming from Canada or the U.S., considering taxes.

Keep a full weighting in the financial sector, which is primed for doing well in the next leg of the market. The sector is not expensive and has policy tailwinds. Banks are best capitalized in their history. It's a red herring--don't be scared off by Trump's Big, Beautiful Bill (and the fear of higher taxes).

Time will tell is they recover or not from the recent slide (shares fell by half). Their medical cost ratios have risen and we'll see if they maintain a higher level. There were fewer medical procedures during Covid, but has since increased, but also has pushed up costs for the insurers. But some issues may be temporary, including Medicare and Medicaid rates.

More opportunity than UNH, but also hurt by reimbursement rates. But a lot of ELV's business is fee-based, so they don't take on the full liability of these higher rates. Share have fallen to become an opportunity.

It's been tough in healthcare, but Amgen is good. They spent a few years ago $28 billion to buy Horizon Therapeutics to deepen their bench in biotech, including blood cancer drugs. Trades at a low multiple and pays over a 3% dividend. Plus they have a potential GLP-1 drug.

The US is pushing away from solar energy. He bought it because they were a US-domestic supplier of panels. There was an oversupply in China which drove prices down. He was counting on the domestic supplier being protected from foreign producers. This didn't happen. Today, there is a Senate proposal to end tax incentives for solar, and those shares are sliding. He sold shares in February--he saw it coming. It's hard to admit defeat, but you have to.