Latest Stock Buy or Sell? Make More Informed Decisions!

Leave the political discussion at the dinner table and don't let it infiltrate your investment strategy. It's difficult, but political actions are here today, gone tomorrow, and markets see through that. For example, the market looked past yesterday's Fed independence issue. Stay focused on company fundamentals and ignore the headline of the day. Gold: it's a risk asset and it's run a long way. In the big picture, gold is a lagging asset, lagging the main indices by a lot. Tariffs: some Canadian industries are disrupted by Trump tariffs, but tariffs tend to be negotiating tactics.

Doesn't know it well, but the market fears that AI will replace these software companies. OTEX is trying to unload 15-20% of their business to be more AI-centric. He doesn't know if they will succeed or not. In this sector, he finds Salesforce more interesting, would avoid Oracle for its debt, and fears that Adobe's debt isn't wide enough. He prefers more senior software companies.

Only Google and Nvidia in the Mag 7 outperformed the S&P last year. Amazon gained only 5.2%. Sometimes good companies aren't getting recognition. Be patient and it will pay off. Their e-commerce commands 41% of online sales. AWS controls 30% of the cloud business. Fundamentals are good.

Is holding on. It's in a troubled industry. When Covid hit, people stopped claiming medical costs against their insurance, but that snapped back after Covid all at the same time. This pressured profits in US health insurance. So, results have been lumpy. 2026 will see a big bump in premiums that ELV will get. It's more of an industry issue. Note that employers take part of the risk to achieve lower premiums for their workers. He sees good value ahead for ELV, and is holding on.

He owns many US banks. JPM's valuation is higher than others, but is a premium bank. Today they reported they were a little light on the investing bank side, which can be a lumpy business. Otherwise, their report was very good, beating top and bottom lines. Very pleased. But often, people sell the news, like today. Long term, is very bullish

Better stocks in pure pharma. PFE has little in their pipeline. Any gains they make will be in cutting costs or buying a company. 

A good drug pipeline with many promising drugs in phase 2 trials, though they have to overcome the patent cliff of Keytruda.

Is priced well. They have 15 compounds approved that saw double-digit sales increases.

Their success lies in their electrical division in relation to data centre building. He owned this and sold when it was at 33x PE. The whole sector has come off with some doubt in data centre spending. Is sort of attractive now at high-20s PE. You could step in now for a long-term hold, but this could further.

Good ideas always attract competition, in this case self-driving taxis. There will be a much larger market for ride-sharing with self-driving cars. Evne if Uber owns a piece of that market, Uber will thrive.

Good ideas always attract competition, in this case self-driving taxis. There will be a much larger market for ride-sharing with self-driving cars. Evne if Uber owns a piece of that market, Uber will thrive.

Good ideas always attract competition, in this case self-driving taxis. There will be a much larger market for ride-sharing with self-driving cars. Evne if Uber owns a piece of that market, Uber will thrive.

One of the most senior US banks, a leader. Is more of an investment bank. 2025 was a great year for banks, give the IPO business and takeovers. 2026 should be as good or better with this activity. They report Thursday. A lot of runway ahead.

They have a good pipeline that will help offset the loss of their major Keytruda drug when it goes off-patent. MRK is good at buying and tucking in companies. Their 2025 chart wasn't that great until the end of the year when the sector caught a bid.

In terms of earnings and revenues, there's little hope here, but there's a huge undersupply of US homes. Trump is trying to invigorate the US homebuilding space by barring institutional buyers. PHM has an opportunity to supply many homes.