Latest Stock Buy or Sell? Make More Informed Decisions!

There's a split in tech stocks. Say the AI boom last 5-10 years. The money being thrown at data centres shows we have quite a ways to go. Meta fell back because they made an announcement of spending a lot of money on AI. Then, Alphabet is suddenly in the lead. People get scared along the way, some fearing that we're repeating the 2020 crash. 2020 was fake because the Y2K scare pushed computer and phone sales when they didn't need to, so after 2020 there was little demand for tech. There remain big wins in tech stocks. Energy remains the side-play to AI; everybody wants to build nuclear power, but it takes 10 years. Alberta's gas is ideal to sell to data centres.

There was excitement over defense spending, given announcements from Trump and NATO. But MDA's space business is longer-term and higher-risk. Their technology is satisfactory and will win future contracts. If you're down, hold. But MDA depends on government contracts, which is risky.

They lead in their industry. A great company. No, not a falling knife. He's still doing homework on it, but he's watching it closely. It's down probably due to Trump tariffs. He suspect this is a good buying opportunity now.

The issue was they were behind in AI. CRM is run well. He's considering this stock. 

He bought a lot of this 1.5 years ago. Since then, shares have run up. POW's main asset is Great-West Life, hitting the ball out of the park with their Enpower prodict. POW also owns Investors Group, also doing well. But the money has been made in POW. He has sold a lot of POW shares.

Knows this well. It's managed well. Tariffs hit them. Managers can fix this. He'd buy it here, but it will be depressed for a while.

He bought it a while ago when he saw a copper shortage. Plus, HBM has a gold kicker. They have a leading property in Arizona that could be mined for copper. But it's a cyclical stock that can move up or down big. He sees the copper story still unfolding. He has sold half his position a few weeks ago.

He owns it for the dividend. Good cash flow. Fine operator. The Veren acquisition has given them more room to produce. Even at current oil prices, they are turning a profit. Is holding it for the dividend, but doesn't see a catalyst to move this higher.

Volatile, because it's high-growth and high PE. SHOP is doing very well in Europe. Is a fine long-term hold. 

You make a lot or lose a lot of money with AC. A great stock that should be higher, but has been his by the strike and geopolitical forces. Those are behind them. Business has picked up and will do will. This is a $30-40 stock.

It continues to grow, revenues growing around 17%, tapering to 14% in 3-4 years. Are expanding around the world. There is competition in good delivery. Has trimmed shares but likes it. 

He'd make this a top pick. Shares have slid and would buy. The CEO is a genius.

Has rode the AI boom. Alphabet is a major customer. CLS was in the right place at the right time. These stocks are volatile, but CLS has moved up a lot. Still a little upside. You could trade the volatility or take some profits.

Cybersecurity and car technology are both solid, long-term businesses, but not dynamic. He sees little growth. Disappointing, but wait for a bump to sell.

A core holding. It reports tomorrow. They can make $10-12 per share. They have great technology. They make every Ford transmission. As for Trump tariffs: it takes 5 years to build a car plant + 5 years to train workers. A solid business.