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Today, Ryan Modesto commented about whether NVT, TLN, KTOS, CNR.TO, SPCX, WSP.TO, BB.TO, CCO.TO, AAPL, ATD.TO, SOFI, CPX.TO, TVE.TO, TOU.TO, CELH, INTU, OUST, UBER, SHOP.TO, CCA.TO, PNG.V, PBH.TO, ENB.TO, GFL.TO, MDA.TO, ATRL.TO are stocks to buy or sell.
We forget to look at the positives in the market, possibly: a resolution to the US-Iran war, continued AI investment, continued infrastructure investment amid re-shoring, or an economic boom from AI efficiency, possibly in increased jobs or productivity. Also, possibly good, old-fashioned earnings growth. There's also something to worry about, like geopolitical risk. About 70% of the TSX is financials, commodities and energy, which worked well in 2025, but if say two of those three go sideways, then the TSX could lag other markets. He focuses on growth and momentum, tech and AI. He looks at strong balance sheets, good momentum like 52-week highs and positive cash flow.
Trades at 13x forward PE, but will grow 20% for the next year or two. Are selling $1 billion in non-core asset sales, which will improve their balance sheet. Recent pressure has come from rising prices, but are turning a corner here. Is a staple, so there is underlying demand. They are overcoming their margin issues.
They make LIDR sensors, which will help robots see. They've rolled out new products and bough some companies as well. They are positioning themselves in robotics vision. Their competition comes from China, and the US is limiting that access for Chinese products. However, a shift in the macro can take this down 20% or more. Is a volatile growth stock. They grow 30% yearly.
Hit by the software sell-off. Are important to small/medium-sized businesses. They will use AI to improve their products, in fact. Is trading at a 20-year low in terms of PE, which doesn't make sense. It looks good here. Software as a whole is a ripe, attractive area, but doesn't know if software will recover in a few months or several or a few years.
Like both, but TOU has been sideways, because they are investing in capex, but turning back to shareholder returns. So, TOU should return to vogue. TVE has been a tear lately but trades at 11x forward PE with good growth. TVE will be a little more volatile.
Like both, but TOU has been sideways, because they are investing in capex, but turning back to shareholder returns. So, TOU should return to vogue. TVE has been a tear lately but trades at 11x forward PE with good growth. TVE will be a little more volatile. He expects oil to return to the $70s, but it will take time to clear the Strait of Hormuz.