50% off Premium Yearly
Today, The Panic-Proof Portfolio (Stockchase Research) and Ernest Wong, Head of Research, Baskin Wealth Management commented about whether CSU.TO, CCL.B.TO, QSR.TO, PG, TRI.TO, RCL, SYK, ATD.TO, TD.TO, RBA, NA.TO, SU.TO, SHOP.TO, FIG, TOU.TO, PYPL, AQN.TO, TFII.TO, BRK.B, CPRT, MA, V, CJT.TO, PLTR, NVDA, GWO.PR.P.TO, PWF.PR.E.TO, OSPN, RMD, SES.TO, ULV.F.TO, PRM.TO, HFR.TO are stocks to buy or sell.
Bury is a great investor. Palantir is a more speculative business model with a strong retail investor following. In contrast, Nvidia is about the picks and shovels of the AI revolution. He isn't surprised Bury is betting against both, though. The demand Nvidia is seeing is supported by fundamentals. Companies are investing in AI and data centres, because they see strong demand for AI to be used in their businesses. Nvidia has done a great job of positioning themselves to take full advantage of what is happening today.
Last year, the market has healthilly rational about the amount of money companies were spending on AI. This year, the market is more enthusiastic about the AI trade, but that is supported by real demand. Microsoft, Apple, Meta and Alphabet are still growing revenues by 10-30%, and their valuations reflect that. The rest of the economy is struggling with high interest rates and weak consumer demand, including home-builders and autos. These companies are not growing at all. Next year as interest rates decline and uncertainty over tariffs fades, these sectors could hopefully catch up with big tech.
This year, there have been fears of stablecoins and cryptos displacing both Visa and Mastercard However, both companies are too entrenched with merchants and customers to displace. There are few incentives for consumers to adopt stablecoin. He continues to buy it.
This year, there have been fears of stablecoins and cryptos displacing both Visa and Mastercard However, both companies are too entrenched with merchants and customers to displace. There are few incentives for consumers to adopt stablecoin. He continues to like them.
HFR is a defensive ETF invested in short term floating rate Canadian and US corporate bonds. We favour this ETF due to its consistency and ability to preserve value during severe market downturns like 2018 and 2022. Its largest 3 month drawdown is 4%. Its a safe place to park cash with a good yield. We recommend setting a stop at $9.50, looking to achieve $12.00 -- upside potential of 15%. Yield 2.7%