Latest Stock Buy or Sell? Make More Informed Decisions!

The product is great, the traffic is strong and same-store sales is growing around 5% and trading at 16x forward PE.

She bought more NOW. Is 31% this year and trades at 23x forward PE vs. the 5-year average of 54x. Total revenue is +20%, subscription revenue +21%, gross margins around 75%, earnings growth 20%. The risk/reward is good, and this is mission-critical software that companies need.

Remember, it took Amazon, Google and Microsoft a decade to build their cloud businesses, so this will not happen overnight for Meta, if it happens. It would diversify their companies, so that's good, instead of 100% ads. She's tired of them spending and not delivering he results. So many question marks about how they will grow. She is looking elsewhere. They lost $8 billion on Reality Labs. A headache.

She bought more based on the 27x forward PE vs. the 5-year average of 34x and 10-year average of 45x, and is trying on 11x EBITDA. Same-store sales on Prime Day were +9.3%, amazing.

Alleviating nicely. The market's actually moving more to a discussion about labour. Investors were pricing in additional Fed rate hikes for 2026, with labour markets staying strong and the state of inflation. 

But expectations have shifted meaningfully with the labour numbers that came out yesterday showing some cooling. It was half of what the consensus was expecting, plus April and May job gains were revised down. Labour market's not as robust as we thought up till yesterday.

For the Fed, the focus will always be a combination of both employment and inflation. Inflation is coming off on the oil side, and it seems as though the labour market is more of a driver now. 

Expectations for growth in service industries have come down quite a bit. Expectations for Q2 GDP expectations have come down from 3% to 2.5% annualized, and most of that is due to the service sector.

Super-well positioned to benefit from the super-strong demand for its high-tech optical fibre. These new data centres require up to 10x more fibre than traditionally. Hyperscalers are signing deals with GLW to lock down supply for years to come. Robust plans in the pipeline. Not cheap at ~60x PE.

Also has a solar platform, which is helping to build out the domestic US supply chain.

Don't sell. Has shown over time to be an amazing competitor and acquirer in the space. Though not successful buying 7-Eleven, they were very patient to ensure not overpaying. Paying 17-19x PE for this grower has proven to be a good move.

Owns in his firm's high-yield growth fund. Very well positioned, especially after today's government announcement about a Western pipeline -- Pembina gets a slice of that.

Chart's gone parabolic. Revenues growing 250-300% this year, almost 100% next year. Benefiting from the memory shortage. Demand seems robust, but he wouldn't buy today. Other players are more interesting at this point, though he owns nothing in the memory space right now.

Was owned in his firms' income growth fund; went up so much, it crossed the rule of needing a minimum 3% yield. So it got sold. Well positioned as Canada's largest aviation provider into our North and other remote areas. Will benefit from increased defense and infrastructure spending. 

Increased dividend 18x over past 20 years. Strong revenue growth this year and next. Slows down through 2027-28, but could go higher as spending increases in the North and backlog increases again. Not cheap at 28x PE. He'd be more interested ~$100.

Trades at 11.5x PE, well off its 10-year average of close to 17x. Flat over last 5 years. Engineering, commercial real estate, and investment management. Sector's sold off on AI concerns. Management touts AI as a productivity/margin lever, with proprietary data being key.

Their fund has held it for years and years. Gemini models show it'll be a leader in generative AI. Trading 26-27x PE, fairly fully valued. 

Trades at only 17x PE, as the street's been concerned that all its capex is not being utilized properly. Starting to sell some of excess capacity in the neocloud. Needs to improve ROIC, and stop spending $$ on tangential projects. People are cautious. Monetization is seeing some traction. Likes it at these levels.

Remarkable, consistent grower over the years. Quite consistent 5% topline growth, which translates into high-single digit or low-double EPS growth. Super-high quality. Expensive. Long term, you can expect it to deliver 8-10% returns. Just purchased a "digital-first, Indian, personal care company".