Latest Stock Buy or Sell? Make More Informed Decisions!

Markets are usually quieter this time of year heading into the new year. Coming off the back of 2025, we've seen this year really be more about resilience than about momentum. 

Many investors expected higher interest rates to slow the economy in the US much more sharply than what we've seen. Instead, we really saw the US deliver a soft landing. So growth cooled enough to bring down inflation, but not enough to break earnings or consumer spending. That balance is still visible today.

Markets are quiet and mixed, but the bigger picture around where we're headed in the new year hasn't really changed. Labour market is still holding up strong, but is clearly cooling. That's helped ease inflation pressures without triggering a downturn.

For her she's still investing, particularly around AI, which has shifted from a concept to a real spending cycle. What has changed is how investors are behaving. Even with valuations as high as they are, rate cuts are being pushed further down the line, and leadership is still there. 

It's no longer a market where everything is going straight up. Going forward, it's going to be a little more selective on where to allocate capital. Instead of broad multiple expansion, returns are increasingly driven by execution, earnings quality, and balance sheets.

In Canada it's a little bit different, as Canada had a more uneven year. But the setup has quietly been improving. Interest rates in Canada have come down quickly, inflation has cooled, and growth has moderated. Uncertainty around the BOC's next move is more balanced than restrictive -- tends to favour companies with visibility and long-dated cashflows.

Overall, patience matters. Investors are going to be a bit more patient in deciding where to allocate capital in 2026, rather than just predicting.

Owns it, but not a large weight. Not one of her top positions. Delivers operational stability and dividend growth. Impacted by volatility on fuel margins, lack of big acquisitions, and modest organic growth, which have kept the stock range-bound.

Analysts still see long-term upside of 13-20% from here. Next leg up likely depends on a major deal or a clear acceleration in returns. Food demand is steady, fuel demand is soft but improving, margins have a good upward trend, global footprint expansion. Constructive on a long-term play. She's giving it more time to play out, but will likely take some profits when it hits her price target.

Appeal used to be its US growth, but that advantage has faded a bit. Regulatory issues and strategic missteps have shifted its focus from growth to damage control -- might be behind it now. Doesn't stack up to a JPM, for example. Already at target price, wait for a healthy pullback to add.

She owns RY instead.

Her premier choice of the Canadian banks.

She favours US financials at this time. This name sets the global standard of where she wants to be on scale, risk, and execution.

Added on recent pullback, remains one of her core long-term growth holdings. Key story is engagement, now reaching ~3.5B people daily. Operating margins still ~40%. AI is reinforcing its core business, even if spending stays elevated in near term (which pressures margins short-term). AI is improving how ads are targeted and priced, and is opening new monetization paths.

Regulatory risk to heavy capital spending, but scale, data, and cash generation gives it room to invest through the cycle. Rates 9/10 on fundamentals. Now has ~5% weight, and would trim once it reaches target price. Analysts' price target is about 26% upside from here.

On her radar since it pulled back. Lots of competition in food delivery. No longer just food delivery, trying to become a local commerce platform. Investors want proof that it can scale without burning cash. Margins are still fragile. Now an execution story, no longer a disruption story.

Prefers UBER.

Prefers this name, more upside as a tactical play at this time.

Follows closely, given its long-term track record. With pullback, now ranks 10/10 on fundamentals. Near-term story is on pause. Organic growth slowed this past quarter, the slowest pace in 2 years. Big overhang is the Altera acquisition, struggling to regain momentum, and reminding the market that not every deal delivers immediately. M&A remains the engine of the model, but deal activity is running about 15% behind last year's.

Analysts still see almost 45% upside from here. On her watchlist. For her to jump in, she'd need strong conviction on a turnaround or at least that it's not still on the downward technical trend.

Recent great growth story. To get in, certainly wait for a pullback because the runup has been extreme. Defense aircraft segment starting to pick up. Will continue to do well, sees more upside from here.

Stock's been swinging around a lot. Since the spinout, now a pure asset manager and not a capital-heavy owner of assets. Private credit, infrastructure, and real assets are exactly where institutions want exposure as public markets stay volatile. Future upside relies on fundraising momentum, not financial engineering.

In that space, she owns BN and BLK instead.

One of her two choices in the space. Consistent capital flexibility, less sensitive to economic cycle.

One of her two choices in the space. Consistent capital flexibility, less sensitive to economic cycle.

(Note the short timeframe.)  Not a full year, so letting the stock play out. Still builds the machines that build everything else, and they sit quietly behind the products we all rely on. Analysts have recently raised price targets. Revenue growth expected to cool, but profitability is doing more of the heavy lifting. 

She sees ~25% upside from here. 8/10 on fundamentals. Should do well in next 6-12 months.