Latest Stock Buy or Sell? Make More Informed Decisions!

We have this AI selloff. It's not that people have stopped believing in it, but they're questioning the economics of the buildout. Will the returns justify the investment? A technological revolution doesn't necessarily guarantee a profitable investment. In the era of railroad-building, many went bankrupt and a lot of people lost money. AI could follow the same pattern.

You want to look for the businesses that are going to capture the resulting productivity gains. Businesses that have moats, durability, and can exploit AI to their productivity advantage. It may not be those who are producing the intelligence. Healthcare is a space that's ripe for disruption from AI.

Focus on diversification. Manage the inflation and growth risks in your portfolio. Make sure you have the risk right during all this market chaos. If your portfolio was uncomfortable during recent weeks, use any year-end rally to get your risk balance on par with your risk objectives.

Equal-weight exposure to 19 US banks. He feels generally good about the sector, given that we've had pretty robust and unexpected employment numbers coming out of the US. That economy is resilient. Pretty good place to be. As well, you get a bit of a dividend.

Equal-weight basket of 20 large-cap US tech names. Covered call strategy captures income. MER is 1%, a bit expensive. Look at your portfolio and make sure your risk is right. Those AI names are a large part of US indexes.

Other than that, nothing wrong with this one. An "explore" holding, not "core".

Especially likes that it covers all caps -- small, mid, and large. This gives you broad exposure. As well, gets you into the engineering and industrial sectors, which are going to be beneficiaries of the continuing buildout.

A lot of exposure to one growth channel. Great MER of 0.3 bps. Covered calls. Nasdaq has done better without selling the calls. Calls cut off the upside. Optimal in a sideways market, have to see what the recovery's like.

XIU has the 60 largest companies in Canada. Very low MER of 0.18%. Lots of concentration in banks, energy, etc.

XIC is the next level of broader exposure into mid-caps. Has 220 holdings, with single stocks being capped at 10%. 

This has its uses, but he still has a slight preference for VCN.

XIU has the 60 largest companies in Canada. Very low MER of 0.18%. Lots of concentration in banks, energy, etc.

XIC is the next level of broader exposure into mid-caps. Has 220 holdings, with single stocks being capped at 10%. 

This has its uses, but he still has a slight preference for VCN.

Pretty steep decline, 54% below its high. Data centres will need its products. Definitely "explore" -- keep your position relatively small. It if works out, great. If it blows up, you haven't risked too much. Don't expect the current market to have a V-shaped recovery.

NLR has also been caught up in the AI trade. 

CIF is a broader, global infrastructure play that includes electricity.

NLR has also been caught up in the AI trade. 

CIF is a broader, global infrastructure play that includes electricity.

ENCC also gives you a bit of income. Nice thing about writing covered calls in energy is that there's more volatility there to harvest. But the upside is capped because covered calls give it away. 

You don't want to give up all the upside, so consider pairing this with XEG (which doesn't write calls). XEG is bigger and cheaper.

Remember that if things settle down in the Strait of Hormuz, energy prices will go down and the stocks will follow.

ENCC also gives you a bit of income. Nice thing about writing covered calls in energy is that there's more volatility there to harvest. But the upside is capped because covered calls give it away. 

You don't want to give up all the upside, so consider pairing this with XEG (which doesn't write calls). XEG is bigger and cheaper.

Remember that if things settle down in the Strait of Hormuz, energy prices will go down and the stocks will follow.

Yes, you should look at the distribution calendar as we come to the end of the year. Keep an eye that you're not getting returns in excess of what you've been there for.

Over the last year, has emerged as a market leader in deploying AI to advantage. He remains constructive on healthcare. Remains a useful diversifier.