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TOP PICK

Main reason to invest today is its purchase of HSBC Canada a year or so ago. Analysts haven't yet fully priced in the synergies from that acquisition. It now has more of a global platform. More global capabilities means you attract more global investors and more recurring revenues. 

Interprovincial barriers coming down in Canada and a higher infrastructure spend will promote growth in Canada, and the banks will benefit. Yield is 3.50%.

(Analysts’ price target is $189.66)
TOP PICK
Down 8% today on AWS disappointment.

Yes, those earnings were disappointing. Still came ahead of what was expected, but not to the same tune as MSFT's or GOOG's. Just a matter of time before it ramps up again. Will continue spending on data centres, and this will pay off. 

Sees a parallel to Q2 earnings for MSFT last year. Azure disappointed, stock dropped ~10-15%. Since then, it's up ~25-30%. Same thing should happen to AMZN in about a year.

This is the one of the group that's going to do the best going forward. With an understanding of tariffs going forward, AMZN will price accordingly; so the e-commerce side of the business will be more refined and its outlook better. No dividend.

(Analysts’ price target is $258.94)
COMMENT

Saturday sees the latest results. Enough with the negativity. BRK holds amazing properties, even if Warren Buffet is stepping back as CEO. If they have a good quarter, the stock will run.

BUY

It reports Monday. He expects a blow-out, because they're getting tons of repeat business from consumer packaged goods to the Federal government.

BUY

It reports Tuesday. The parts are worth more than the whole, making this an ideal break-up story. Be patient.

BUY

It reports Tuesday. He expects a good quarter as CAT rides the wave of infrastructure spending and re-shoring.

DON'T BUY

It reports Tuesday. We need to see dramatic results in its drug trials. Shareholders are getting restive. It's been a while since they bought Seagen. Who knows what Trump has up his sleeve against this industry.

BUY

It reports Wednesday. He thinks Disney+ will be good, sports TV is getting better, theme parks will continue to him while cruises will continue to make a ton of money.

BUY

It reports Wednesday. The stock is out of synch from the company which is offering new, limited food items.

BUY

It reports Thursday. He expects them to report numbers that showcase their online ad revenues. Among social media, Pinterest is the most family-friendly.

BUY

It reports Wednesday. Has a lot of room to grow. Expects a good quarter.

BUY

It reports Wednesday. Has a lot of room to grow. Expects a good quarter.

WAIT

It reports Tuesday. Often when it reports, shares go down, even on a good report. And usually it's a buying opportunity, but wait until the day after the report. 

WATCH

It reports Thursday. Is concerned, given recent awful numbers reported by its GLP-1 competitor, Novo Nordisk. Is LLY taking market share? Are these companies are staying at peak with these drugs? He thinks a little of both. He sold a few shares to take a huge gain.

WATCH

It reports Thursday. The new CEO has been reorganizing the company and paying down debt. The stock has been climbing as we get more facts about the impending break-up and the balance sheet improves.