Latest Stock Buy or Sell?
Make More Informed Decisions!

Today, Shane Obata commented about whether DNNGY-O, SNE-T, GOOG-Q, AAPL-Q, BABA-N, AMZN-Q, SBUX-Q, AAPL-Q, GOOG-Q, META-Q, WMT-N, AVGO-Q, GOOG-Q, NFLX-Q, FER-SM, GILD-Q, GILD-Q, NVDA-Q, DELL-N, DIS-N, ATVI-Q, GOOG-Q, META-Q, BA-N are stocks to buy or sell.

PAST TOP PICK
Ferrovial  SA
(A Top Pick Sep 27/19, Down 26%) One of the best old-school infrastructure companies. Great assets including a stake in the 407 -- the crown jewel in concession assets. They are divesting their more volatile assets. He still likes the long term outlook.
0
PAST TOP PICK
Netflix Inc.
(A Top Pick Sep 27/19, Up 31%) He still likes it. They thought back then was their deep library would provide a long viewing runway at a very reasonable price. They will remain one of the core streaming services in the long run, he thinks. It is very wide-appealing.
Technology
PAST TOP PICK
Alphabet Inc
(A Top Pick Sep 27/19, Down 9%) Still a Top Pick for him. He likes these types of networks that keeps consumers in their "eco-system". It is another way to play AI as well.
Technology
COMMENT
Gold levered ETFs? The US dollar has been on fire lately, crushing all other currencies. This is generally not good for gold. He likes gold as he thinks interest rates will stay low for a long time to come as the opportunity cost to hold gold is dropping. He was surprised to see how much gold has fallen lately. If you don't understand how futures curves and swaps work you should avoid buying levered products due to the inherent decay in them.
Unknown
COMMENT
Gold levered ETFs? The US dollar has been on fire lately, crushing all other currencies. This is generally not good for gold. He likes gold as he thinks interest rates will stay low for a long time to come as the opportunity cost to hold gold is dropping. He was surprised to see how much gold has fallen lately. If you don't understand how futures curves and swaps work you should avoid buying levered products due to the inherent decay in them.
Unknown
HOLD
Broadcom
A diversified semi-conductor business with exposure to hand set mobile phones and data centres. One of the few holdings in this space that offers a good dividend yield. He likes them as a long term hold and they should benefit from the roll out of 5G networks.
0
HOLD
Walmart Inc
A classic blue chip company that will be around forever. He likes the long term outlook and it has fared well lately. It will be a place that people will continue to go and they have been building their online presence.
department stores
BUY
A Comment -- General Comments From an Expert

TFSA? The volatility across markets is extremely high right now. Over the next 12 months, he is liking the risk-return prospects now. The market could still go lower from here. Don't max out your investments now, begin in pieces. FB, GOOG and AAPL are good places to begin.

Unknown
BUY

TFSA? The volatility across markets is extremely high right now. Over the next 12 months, he is liking the risk-return prospects now. The market could still go lower from here. Don't max out your investments now, begin in pieces. FB, GOOG and AAPL are good places to begin.

Technology
BUY
Alphabet Inc

TFSA? The volatility across markets is extremely high right now. Over the next 12 months, he is liking the risk-return prospects now. The market could still go lower from here. Don't max out your investments now, begin in pieces. FB, GOOG and AAPL are good places to begin.

Technology
BUY
Apple Inc

TFSA? The volatility across markets is extremely high right now. Over the next 12 months, he is liking the risk-return prospects now. The market could still go lower from here. Don't max out your investments now, begin in pieces. FB, GOOG and AAPL are good places to begin.

electrical / electronic
COMMENT
A Comment -- General Comments From an Expert
Small caps? Small caps have historically out performed bigger companies. However, coming back to safety, big players that can still grow earnings at 20% are the safer way to go. Stick with the bigger names for now.
Unknown
HOLD
Starbucks
He would not sell after the recent draw down. There is still so much uncertainty. This is a brand consumers love. They have almost fully re-opened in China. Overall, a great company. The loyalty program is astounding. In terms of durability in the long term, it is there for sure. A higher level of caffeine keeps people coming back and he loves the margin in the cold drinks.
food services
COMMENT
Amazon.com, Inc.

AMZN vs BABA? He thinks AMZN is safer at the moment. It could see earnings actually rise in the near term. People are using them to get essentials at home. The consumer staple space is fairing better than consumer discretionary. He likes what AMZN is doing longer term. They control 40% of the global cloud capacity.

specialty stores
COMMENT

AMZN vs BABA? He thinks AMZN is safer at the moment. It could see earnings actually rise in the near term. People are using them to get essentials at home. The consumer staple space is fairing better than consumer discretionary. He likes what AMZN is doing longer term. They control 40% of the global cloud capacity.

0