Latest Stock Buy or Sell? Make More Informed Decisions!

Everyone's watching economic data very closely as we approach year end. Canada almost ran into a recession in the last 2 quarters. A technical recession is 2 negative quarters of negative GDP growth, and last quarter we did just beat that.

Are we starting to turn around from a Canadian perspective? Time will tell. We never really know we're in a recession until later on down the road. BOC has done a good job diverging from the US and making those cuts that our country needed. Those cuts helped us to potentially avoid a recession in Canada.

Growth overall has cooled and inflation's easing. Sentiment swings with every data release. Even though investors are shifting from positive outcomes to preparing for a range of scenarios, we're looking at consumer spending heading into Black Friday, Cyber Monday, and the holidays. Spending is remaining steady, but people are looking for those discounts and pivoting their spending habits.

She'll be watching spending closely.

Earnings from companies have remained resilient, and we've seen policy support. Overall, her team is remaining cautiously optimistic about the road ahead. In the US, attention is really moving from interest rates to what matters for 2026 and how that positioning works.

Quality and durability of earnings is still strong and really carrying the markets solely right now. A big part of the conversation is the growing scrutiny around revenue circularity, especially in AI. This discipline is healthy.

Both from an economic and profitability standpoint, she'll be watching customer expansion, diversified revenue, and improving margins.

From strictly a valuation standpoint starting to see a bit of pickup in the healthcare sector, especially on PE ratios from where they were at the beginning to middle of the year.

Expects materials to still be strong through the end of 2025 and into 2026. Especially for gold, silver, precious metals.

Doesn't see AI going anywhere. There was some selloff in some of the bigger names such as MSFT and META. Thinks momentum will still carry.

Her team's looking at the path forward for Canada, US, and internationally. The rate cut cycle is still continuing, which provides positive momentum for equity markets. Still lots of cash on the sidelines that will be coming back into the market at some point. The Fear/Greed Index is still more on the Extreme Fear side, so that tells her that investors are a little cautious right now. Could be a great buying opportunity.

Heading into the new year, her portfolio positioning remains consistent. Maintaining a neutral equity allocation, avoiding the zombie companies that are stagnant. Lean on quality. Any volatility you see and are expecting is an opportunity to high-grade your holdings in a position -- take profits, perhaps cut losers, and rotate into good-quality companies with strong profitability.

We have a good couple of years ahead. She's optimistic heading into 2026.

The high end is still spending on luxury goods. This stock is extremely volatile and very niche. Wealthy shoppers don't really slow down spending in a recession, and their income tends to be more consistent. But if the stock market rolls over, this name could see a couple of weak quarters. Not for her portfolios, but analysts still see upside.

Instead, she has exposure to more defensive consumer staples such as DOL and AMZN for her main positioning.

The high end is still spending on luxury goods, while the lower-middle consumer is starting to reduce spending. This name gives her exposure to more defensive consumer staples for her main portfolio positioning.

The high end is still spending on luxury goods, while the lower-middle consumer is starting to reduce spending. This name gives her exposure to more defensive consumer staples for her main portfolio positioning.

Consumable chemical solutions for the entire lifecycle of oilfields. Nice runup, but still likes it for 7-8% upside (not huge). Ranks 9/10 on fundamentals. Analysts peg it as Buy to Outperform. Yield is ~1.5%.

Pretty volatile. Fast-growing. Chart shows recent strong momentum. Runup driven by production growth and cost discipline. Sensitive to oil prices and operational risk. Average target price is over $8. Single-digit upside potentially from here. Stock's never actually hit analysts' targets.

Recently raised dividend, posted strong earnings growth. If you own, consider trimming on strength and add on dips. For new buyers, wait for a pullback or at least consolidation.

Her energy exposure tends to be larger-cap such as CNQ and ENB.

Her energy exposure tends to be larger-cap such as CNQ and ENB.

It's really sector-specific. 

Energy, for example, tends to be a lot more volatile than, say, consumer staples. Energy is very tightly meshed with oil prices. So if oil prices fluctuate, you'll likely see a lot of these energy companies move too. She wouldn't be surprised to see even a 10% pullback in energy with normal volatility. And a 10-15% pullback in some of the large-cap names would be a big opportunity for investors.

Great Canadian company. Values scores 8/10, fundamentals 9/10. P&C insurer plus invests in a wide range of businesses, and results can be mixed because of this investment style. Known for taking big bets, which can lead to big wins or big misses. Making strategic portfolio moves. Sees upside from here of potentially 20%. Outperformed most of its insurance peers. Reasonable PE of 8.4x, and that's an opportunity. Analysts see it as Undervalued by as much as 65%. On her watchlist.

Likes the insurance space and sees a lot of opportunity there. This is a solid pick for investors who want exposure to the sector in more of a contrarian way. A mini-Berkshire Hathaway.

In multi-year turnaround after its struggles from higher interest rates and slower execution. Most earnings come from stable electricity. Working to simplify its business. Moving away from riskier segments and towards regulated utilities, where cashflows are steadier and easier to forecast.

She's still cautious. Balance sheet improving. Leverage and execution keep her on the sidelines, especially when other utilities offer a cleaner story. She owns BIP.UN, H, and CPX.

A clean story with strong visibility in the space.