Latest Stock Buy or Sell? Make More Informed Decisions!

She thinks so. That's the sector that's led the market and brought up the general indices. Markets have been very strong YTD. They had that pullback in April and have been up very strongly since then. 

It's natural that some of the valuations in some of the very momentum-driven names are, arguably, ahead of themselves. So we're getting a bit of a pullback.

Tech earnings are coming through. The Mag 7 that reported all came through with their numbers, but they also reduced capex for this year and next year. They're seeing very strong demand, and they know there's this debate out there as to when they'll see payback on all this investment. 

Generally speaking, if you look at the S&P 500 companies, earnings are coming in better than expected though the large-cap names do dominate those earnings numbers. Q3 is expected to be up 14%, up again in Q4. For the year as a whole it's expected to be up 12%, and 14% for next year. 

Consensus is that we're not going into a recession. If there is a slowdown in the economy, profit gets hit, and you actually have negative earnings growth. That's not what we're seeing right now.

The other groups have been OK. The impact of tariffs have not been fully felt yet in the economy. Some companies have been mitigating the tariff impact. Companies serving lower-end households are seeing weakness in spending. 

In general, earnings for industrial companies have come through. When you think of data centre growth and all the hyperscalers building data centres, it's actually providing a lot of growth for companies servicing that area. Semiconductors, power generation, gas turbines, and even utilities have done well.

Reported last week. Management commented that it would consider cut to distribution to save cashflow. Some analysts are even baking in a 50% cut. Target of 90% occupancy pushed out, currently around mid-80s. Very levered. Refinancing costs have gone up. Yield is 13%, and above 10% is the caution level.

It'll take a long time for office to recover, especially in some of the areas this company's in. If you're looking for an income stock, perhaps move on to something more sustainable.

Speculation that may also lose the Globalstar contract. Based on stock's reaction, a big surprise for the street. Not a lot of visibility on its outlook. Don't step in until it next reports (a couple of weeks), and see if there's more clarity on future prospects.

Cut guidance on weaker outlook for key pain management drug for dogs and cats. Company believes it's a blockbuster drug meeting an underserved need. But side effects, and some deaths, are being reported. Has regulatory approval, but uptake has been slow.

As well, vet visits have slowed because the economy is slowing. And that's affecting demand for its products.

She continues to hold. A leader in the space. Its drugs are necessary. Pet population is growing in general. Valuation is lower than its history. Launching new drugs.

Reported last week, and loan losses were elevated (never a good thing for a financial institution). Client base tends to be lower income, and those households are suffering. With credit problems, hard to foretell the future.

She sticks with the large-scale Canadian banks -- much more diversified.

Both are in the same space of life sciences products, though DHR trades at a slightly higher valuation.

Owns and likes this name. Picks and shovels to the healthcare industry. Can help a company take a drug from development to clinical trials to production. Clients include healthcare, pharma, government, and labs. Growth slowed a bit after Covid, in China, and with higher interest rates. CEO still expects industry to grow 5-7%. Demographics makes healthcare a long-term growth story.

Any small wrinkle imposed by Trump withdrawing funding to universities is offset by its geographic and client diversification.

Issues on costs, will reprice next year. Trump administration is very focused on medical costs, and the new CEO seems to be under pressure with that. She's on the sidelines for the whole industry.

Really benefited with the data centre buildout and AI investment. She doesn't typically invest in the semi space, as it's very cyclical. But now it's viewed as a growth sector. Valuations in the sector are quite high, not sure how long growth is sustainable.

Still likes it. Whole sector's had the overhang of whether AI will impact demand. Company doesn't think so, though may be a temporary lull while companies reassess. Expertise implementing AI to make processes more efficient. Backlog is up. Will still grow through M&A. Very strong balance sheet. Forward PE of less than 14x.

She'd be buying here.

Industrial slowdown of last few years is impacting operations. Valuation has shrunk. Will still grow earnings mid-single digits. Defensive. She'd keep buying here.

Pulled back since it last reported a few weeks ago. Below $500 is a very attractive entry point, trading at 30x forward PE. Not cheap, but reasonable given growth rate and outlook. Reported that topline grew 23%, while Azure grew 40%. Embedding AI in its offerings. 

Benefited from uptake in AI. Multiple's expanded to 18-19x forward PE, up from low double digits. Market's recognizing improved growth outlook. 

In that consulting space she'd prefer, and owns, GIB.A. Its valuation is much better.

The parent to all the subsidiaries. Well positioned on a lot of trends like renewables, uranium exposure, infrastructure. Cashflows from subsidiaries are backed by hard assets under long-term, inflation-protected contracts. Very global. Alternative asset segment as a whole is growing. Oaktree Capital has been a nice avenue of growth.

Very well positioned. On pullbacks, add to or initiate a position.