Latest Stock Buy or Sell? Make More Informed Decisions!

Stocks, both tech and non, are moving on the same headlines: new AI models, data centre construction or law or AI debates. If you're invested in AI, you're AI. If you're invested in non-AI, the narrative is whether you will be disrupted. PM Carney is making the right moves to diversify the economy (i.e. signing trading deals with Europe) and introducing tax incentives. The backdrop is the US trade conflict, housing remains weak as is the consumer. He sees great value in old-school compounders (strong market share, heavy cash flow, but companies, trading at multi-year low PEs).

They will benefit from the long-term investments that Canadian government is making in Western Canada, like growing oil and natural gas production (LNG Canada). They have a good track record of completing projects on time and on budget. Always a good dividend payer, now at 4.5%. The midstreams are a safe way to play ongoing production in Western Canada.

In music, the power will shift to live music, not streaming. Artists use live music to build their brands and earn revenue. TME benefit from the growth of streaming, though.

In music, the power will shift to live music, not streaming. Artists use live music to build their brands and earn revenue. 

Starlink is disruptive and very profitable, and gaining market share in wireless and the internet, but the valuation of SpaceX is beyond the value of Starlink. Don't bet against Elon Musk, but the PE is too rich.

He owned this years ago. BLK's main business is iShares. ETFs are gaining market share, but are very cyclical. The market will take higher risk, so will buy emerging market and tech ETFs, which demand higher fees. But in weaker markets, investors will sell those ETFs. As a result, Blackrock has made a big push into alternatives, but at the wrong time.

The current dip is due to valuation. Expectations were high. So, a breather is natural. We have a K-shaped economy where the rich continue to spend, but the poor are shopping more at DOL. DOL has been opening new stores at high rates of return, and they can add new products at new prices. Now, the valuation is too high vs. peers, but more reasonable than the past.

What's impressive is their ability to buy traditional journalism assets and go digital, recurring streams of revenue through subscription. Not really a growing business but they can add businesses going ahead. They've done a great job.

The worry is that AI is making engineers more efficient, so hourly billings--and revenues--will decrease. No, firms won't pass all construction work to AI, so there remains a need for WSP, and they will use AI to become more efficient. WSP is short of engineers, too. WSP is positioning themselves in attractive markets like data centre builds.

He's buying more shares. Investors worry NFLX is losing share to YouTube and TokTok, while Paramount and Warners will likely merge. But NFLX still has the largest user base in the world and they make the most money per engagement. This allows them to add more content than their peers. They still grow revenues and profits. Still likes it.

Is long-term. Current weakness is hitting all fast food as companies drive prices down to compete for customers. DPZ's growth rate has fallen quite a bit, but they continue to open new stores. He likes that new franchises deliver excellent returns. DPZ will grow profits above 5-7% this year. Meanwhile, Pizza Hut and Papa John's are closing stores. DPZ can continue to gain market share.