Latest Stock Buy or Sell? Make More Informed Decisions!

He liked the speech last Friday by new U.S. Fed chief, Kevin Warsh. He did a good job guiding the market and not guiding it. He wants to be less transparent than the previous chief, not to be handcuffed. He expects more uncertainty and volatility, which is not a bad thing. There's coordinated interest in keeping the cost of financing US debt as low as possible. Expect the bond market vs. the US government in who wins, and will add volatility. The Fed should not hike, especially if there's another month of soft employment. Raising rates won't fix inflation, which is caused by AI capex, Congress' spending and the US-Iran war propelling oil prices. He sees a fiscal cliff coming, endangering growth in 2027-8. What matters are employment numbers and consumer spending.

He likes this space, but the stock has doubled in the past month, is overbought and trading at a high PE. VEEV needs to break out of the high a year ago--will it keep going? He expects some resistance which could lead to a correction. AI is a volatile space.

Short-term corporate bonds. He likes the BNO series for tax efficiency.

He targets $50-60 oil over the next decade. He's bullish for an oil trade, but is very concerned oil stocks will fall back down to historic norms.

ZLB holds low-volatile stocks in consumer (supermarkets), banks and lifecos. But ZLB is a little risky after the strong bank rally in the past year. XST focuses only on staples and groceries, which is more defensive, but it won;t necessarily rally when the market declines. For added protection, look at long-duration bonds.

ZLB holds low-volatile stocks in consumer (supermarkets), banks and lifecos. But ZLB is a little risky after the strong bank rally in the past year. XST focuses only on staples and groceries, which is more defensive, but it won't necessarily rally when the market declines. For added protection, look at long-duration bonds.

It's had a run-up in the last year and needs to see some consolidation the coming year. Will bounce between $250-350 until there's a catalyst. CLS keeps beating and raising.

Loved it around $420 but is expensive now. No, thanks. He bought many shares around $400, then exited.

Disappointing. Each earnings, things worsen and targets keeping declining. Boyd needs a catalyst. Resistance is at $160 and has failed to break that.

It reported a strong beat, but didn't make a new high. Definitely buy below $200, especially $160-170. It's a long-term buy, but the market is rejecting new highs after last week's report.

He compared crude oil futures and CPI US charts. When oil rises, so does CPI and both decline together. Now, the US-Iran is a maor inflationary factor. Add to that less globalization as Trump tariffs the world. The new US base inflation rate will be higher than the targeted 2.0%, like 2.5-3%. It will be tough to reach 2%. The street bets that there's a 51% chance that the Democrats will win the Senate, though likely the Dems will take the lower House without problem. He predicts Trump will stop Iran from having nuclear weapons, which could be ugly but temporary. He's looking at the the WAR and JEDI and XAR ETFs for defence as trades. In a lame desk presidency, Congress will spend less and slower economic growth. This is positive to manage the deficit, help interest rates to decline and for bonds, more than for stocks.

The S&P's top performer in August. With Merck they produced a vaccine for those who have beaten melanoma once--miraculous. MU could go even higher.

One of the S&P's top performers in August. Add their revenue growth with profit margin, the sum is 155. Don't sell this. It should not have declined in the first place.

One of the S&P's top performers in August. This has bounced back with the other enterprise software names after the AI scare.

One of the S&P's top performers in August. This has bounced back with the other enterprise software names after the AI scare. CRM delivered a blow-out quarter which massacred the shorts.