Latest Stock Buy or Sell? Make More Informed Decisions!

It's the best ETF to cover data centres, but nothing to cheap in this sector now.

The shift from active to passive ETFs has been driven by reduce market efficiency and price discovery (i.e. Tesla's inflated PE), increase market concentration and volatility, and growing correlation and systemic risk. Active funds have lagged the benchmark, with 79% of these funds lagging over 3 years in the U.S., or 96% lagging over 10 year in Canada or 91% lagging over 5 years in Europe. Also, the median MER of mutual funds in 0.8% vs. 0.3% for ETFs and nearly 0% for the SPDR ETF. As we see society age and more reach age 65, more will demand fixed income assets away from growth investing. This is a serious shift, one that is potentially more tax-efficient. This shift is mostly driven by demographics. We have hit the bottom in terms of ETF cost.

Central banks will announce their interest rate moves soon. Canada is seeing a weaker economy with significant job losses recently. The BOC will likely cut 0.25%. The U.S. will cut 0.25%  twice this year, is what the market is pricing. This will depend on economic data. Cutting by 0.5% at once is silly and looking like it is bowing to political pressure. A 0.5% total cut this year is unlikely. Those who say the Fed is already behind, then the Fed should cut 1.00-1.5%, because we're going into a recession. The Fed doesn't have enough info to make the 0.5% cut now. The U.S. labour market has slowed dramatic, not mass layoffs, but hiring has slowed a lot. How will Powell answer questions about political interference. Watch for that.

It invests in corporate bonds and pays out all the income from them. Don't expect capital gains. Over the last 15 years, the average gain is over 2%. Remember, these are money market funds so were hardly returns after Covid, though as interest rates have normalized, the returns look compelling now. It's the best money market solution for those looking for a little extra yield with the safety of money markets.

Is triple-A rated, collateralized loan obligations, a way to generate an enhanced yield without taking much interest rate risk. There is a credit risk, though, if credit spreads widen. Generates a nice return in a stable environment. The dividend is 5.36%.

This is bond exposure, so if you're getting income in a taxable account, you don't get the benefit of the CRA tax credit. The floating rate means that if interest rates rise, you get protection; if they fall, you don't benefit. And rates are expected to come down. But if inflation increases, and rates are expected to climb, then you want floating rate exposure.

This uses long bonds with a covered call strategy. If the market goes up, you get called away and get little gain, though you get the income. The chart is down or sideways this year, -16% in share price, though -6% in total return. You get a huge coupon. It's very tax-efficient exposure to US fixed income, but is not a growth story. NAV will erode over time.

ZWE is better in the long run, but don't expect much growth. You're selling calls, but you collect a high dividend. Loves them both. This is hedged to the CAD. ZWE is more suited for the retail investor than the ZWP; don't worry about the currency exposure to the Euro.

ZWE is better in the long run, but don't expect much growth. You're selling calls, but you collect a high dividend. Loves them both. This is hedged to the CAD. ZWE is more suited for the retail investor than the ZWP; don't worry about the currency exposure to the Euro.

Both have money market exposure, but ZMMK is government debt, and ZST is corporate debt. Corporate is slightly riskier, so you get a premium yield. ZST buys quality investment grade, though there is some credit risk. Pretty safe.

Trades at 40s forward PE, extremely overvalued (should be 20x). Avoid.

The so-called China scare is already baked into the stock. However, he's worried with the parabolic move now. Wait till it comes down.

They reported a solid quarter with better guidance last week, but shares were hammered 16%. Then, it caught two upgrades and rose, but is still lower than before the quarter. Q2: +8.6% new sales YOY, +0.8% gross margin and $0.33 EPS. Didn't touch their full-year forecast and guidance for the current quarter was strong. They bought back $125 million of shares this quarter. But Wall Street didn't like that their new fulfillment centre needs 6 months to get up to speed. True, their numbers beat, but didn't beat the "whisper number." Still, this doesn't justify the 16% sell off. 

Is up 41% this year, but trades at a low PE and yields 2.4%. Has room to run. Great CEO.

Down 33% this year. What worries him is the 7% dividend yield; high dividends tend to be trouble.