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Latest Stock Buy or Sell? Make More Informed Decisions!

Today, The Weekly Buzzing Stocks by Billy Kawasaki and The Panic-Proof Portfolio (Stockchase Research) commented about whether CGI.TO, NVDA, GRBK, GSK, HPS.A.TO, MSFT, ZLU.U.TO, XMU.TO, VGG.TO, WOLF, GNS, SPY are stocks to buy or sell.

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TOP PICK

The SPDR S&P 500 ETF (SPY) is a well-established exchange-traded fund that seeks to provide investment results that, before expenses, generally correspond to the price and yield performance of the S&P 500 Index. The ETF holds a wide array of stocks, providing broad exposure to the U.S. large-cap equity market. Established by State Street Global Advisors, SPY is a popular investment vehicle among individual and institutional investors due to its diversification, liquidity, and historical performance. Social media mentions are up 4% in the past 24h.

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🔒 Premium Content Alert – This buzzing stock opinion is accessible only to Stockchase Premium

Discover an exclusive list and analysis of the stocks that are trending on social medias—accessible only to our Premium subscribers. With a keen focus on the stocks that are setting social media ablaze, this weekly feature offers an invaluable lens through which to evaluate market movers. Say goodbye to the endless scroll through social media timelines; we curate the buzz so you can invest your time as wisely as your money. Unlock Premium Now.

TOP PICK

Wolfspeed Inc. is a leading innovator in the field of advanced semiconductor materials, serving various industries including telecommunication, manufacturing, and automotive. Known for its silicon carbide (SiC) and gallium nitride (GaN) technologies, Wolfspeed's products are integral to power systems, radio frequency (RF), and other applications requiring high performance and efficiency.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

We reiterate this Vanguard ETF, which focuses on US equities that demonstrate growing dividends over time, as a TOP PICK.  What makes it particularly interesting is its lower volatility despite a 13% average annual growth since inception over 10 years ago.  It also ranked in the top10% of an informal evaluation for minimizing losses during the market downturns in 2022 and 2018.  We continue to recommend setting a stop-loss at $83, looking to achieve $115 -- upside potential of 18%.  Yield 1.1%

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

This iShares ETF, which focuses on US equities that demonstrate lower volatility over time, is a TOP PICK.  What makes it particularly interesting is its lower volatility despite a 13% average annual growth since inception over 10 years ago.  It also ranked in the top10% of an informal evaluation for minimizing losses during the market downturns in 2022 and 2018.  We recommend setting a stop-loss at $75, looking to achieve $102 -- upside potential of 18%.  Yield 1.1%

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

This BMO ETF, which focuses on US equities that demonstrate lower volatility over time, is a TOP PICK.  What makes it particularly interesting is its lower volatility despite a 13% average annual growth since inception over 10 years ago.  It also ranked in the top10% of an informal evaluation for minimizing losses during the market downturns in 2022 and 2018.  As it trades in US dollars, it will see further gains if the US dollar continues to weaken.  We recommend setting a stop-loss at $34, looking to achieve $49 -- upside potential of 18%.  Yield 1.9%

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Mar 27/25, Up 29.2%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with MSFT has achieved its target at $505.  To remain disciplined, we recommend covering half the position at this time and maintaining the stop at $453.  

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jun 03/25, Up 35.2%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with HPS.A has achieved its target at $131.  To remain disciplined, we recommend covering half the position at this time and maintaining the stop at $102.  

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jan 16/25, Up 17.2%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with GSK is progressing well.  To remain disciplined, we recommend trailing up the stop (from $32) to $36 at this time.  

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Apr 22/25, Up 14.9%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with GRBK is progressing well.  To remain disciplined, we recommend trailing up the stop (from $50) to $55 at this time.  

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jun 17/25, Up 12.7%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with NVDA is progressing well.  To remain disciplined, we recommend trailing up the stop (from $106) to $127 at this time.  

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick May 29/25, Up 12.7%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with CGI is progressing well.  To remain disciplined, we recommend trailing up the stop (from $32.00) to $35.50 at this time.  

COMMENT
Tariffs.

There are all sorts of strategies in the stock market, including being a moth that just wants to go to the flame. His firm's strategy is to not be the bullseye. Their idea is to find a great business that everyone's ignoring, and so to find things that are not going to be affected by tariffs. Focusing on the tariffs themselves is just too hard to figure out.

When Trump was elected in November he was already talking about tariffs, so they went through all their companies to see how they'd be affected by tariffs. So far, the one impacted the most is CP Rail. They own it for the long term, can't be replicated, monopoly. It has been hit, but has moved mostly sideways. Looking at the stock action over the last couple of days, it looks as though tariffs are all priced in and the market's looking through that.

A lot of things aren't affected by tariffs. The overall economy might get softer and it looks as though it is, and the consumer might be affected. Will auto manufacturers be affected? Yes, 100%. But they don't affect the earnings from MSFT. In Canada, earnings for a BN would be affected by interest rates and the 10-year bond yield. And the budget is way more important to the 10-year bond yield and how that affects the stock market. Those things are more important than tariffs.

That's why the market has digested tariffs so quickly. They have a specific impact on this little part of the stock market, but not the big picture.

COMMENT
Focus.

Over the past year or so, his firm has really been trying to find higher dividend-paying stocks. Resource stocks are where he's finding opportunity right now, while his colleague is specializing in growth names. They're trying to build a high-income engine within their long-term strategy.

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