Latest Stock Buy or Sell? Make More Informed Decisions!

Looking pretty good so far. In US, pretty much through earnings season; in Canada, we're about halfway. This quarter's been coming in line, maybe a bit better. 

Though always cautious, management outlooks have also been pretty positive. Usually Q1 guidance tends to be a bit more conservative, as management doesn't know how the rest of the year is going to unfold.

The changes add to volatility. By now, everyone had accepted the tariffs and made adjustments. But then recent changes add to uncertainty. Probably still net-better for companies and markets with recent tariff formats that are being rolled out.

Over time, will support earnings more than the initial framework suggested.

Even with the selloff, US markets are still hanging around their highs. The TSX has been weaker, but a lot has been driven by materials.

Investors are probably a little antsy due to volatility, but in a diversified portfolio you're probably doing OK overall.

Software's seen a drawdown of 40% peak to trough in a lot of names. AI trend is still really interesting -- markets are so skittish on any headline that individual names can be quite volatile, which can present opportunities for nimble investors. You have to pick your spots.

Increased delinquencies across the sector. Has been around a long time, confident it can navigate any headwinds. Trading at a trough multiple of 5x forward PE. 

To be safe, wait for earnings to come out in 1-2 weeks before getting in. If already owned, can hold. Yield is ~5%.

Likes both. Stable, reliable cashflows -- so they trade at a premium, but don't be concerned. All stocks that provide a "physical" type of service are doing well.

WCN is a bit higher growth, so it leads by a nose.

Likes both. Stable, reliable cashflows -- so they trade at a premium, but don't be concerned. All stocks that provide a "physical" type of service are doing well.

WCN is a bit higher growth, so it leads by a nose.

Space sector is capital intensive, not many profitable companies. Space costs have really come down. Profitable, high-quality balance sheet. At 30x PE, not cheap but not expensive at all.

Recent earnings looked pretty good, $4B backlog and $40B pipeline. Not worried about cold shoulder from US, as international demand is there with not many competitors. Will work out for a 3-5 year time horizon.

Tariffs took a bite out of its allure and exposed concentration risk. Upstarts are doing a good job taking market share from incumbents. Probably won't be hurt by holding.

With social media, it's become a lot easier to build a niche product. So big brands like Nike, which previously had customer loyalty, can find segments of their product line effectively targeted by upstarts. It's almost a "death by 1000 cuts" scenario.

Solid insurance-type name. Cheap valuation. Management knows what it's doing. Will continue to grow book value per share over time.

He'd own it for income, not expecting a lot of capital growth. Gives you a bit of stability and a nice dividend yield. Will struggle to grow. Improved share value over time by cutting costs and buying back shares.

In a taxable account, could consider selling for a tax loss (and maybe buy back after 30 days).

Great company, well run. Likes the business model -- hard to raise price by 10% on a $100 product, but much easier to do on a $1 product. Valuation is the concern; be aware that market sentiment could decide one day that it's not willing to pay 25x PE.

High growth. Doing everything right. Pretty big acquisition recently diversifies its offerings and facilities.