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Latest Stock Buy or Sell?
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Today, Brett Girard, CPA, CA, CFA and Larry Berman CFA, CMT, CTA commented about whether LIFE-T, ZWE-T, ZWP-T, ZUH-T, ZPAY-T, EMLC-N, TDIV-Q, TMO-N, NTR-T, STN-T, MSFT-Q, NVAX-Q, LFUS-Q, TCEHY-OTC, FCFS-N, MONY-L, ATRI-Q, ROP-N, CHRW-Q, VRSK -Q, CAE-T, WFC-N, DOCU-Q are stocks to buy or sell.
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HOLD
Weaker share price after earnings? The earnings were very good, especially in gaming. The street did not like their cloud growth being slower than hoped for -- only 50% per year. Analysts will project forward slowing growth and this will lessen their earnings estimates. He would look for companies outside the Top 5 FANG performers for others that have better opportunities.
computer software / processing
$201.570
Unknown
TOP PICK
A Canadian project developer. A turnaround story that has seen a big share price increase. They have margins at 53% and revenue continues to grow in high single-digit levels. They are in Canada, the US and the UK. Government stimulus will include infrastructure and this will benefit the company. Yield 1.47% (Analysts’ price target is $46.59)
consulting
TOP PICK
Normally he stays away from commodity plays. They extract phosphate and potash and have a sophisticated product distribution chain with farmers. They have over 500,000 different customers around the world. The PE ratio is now sub-20 times, so it is a little more protected to a compression of multiples. Global populations will continue to grow and they need to eat. Yield 5.56% (Analysts’ price target is $61.07)
agriculture
TOP PICK
They have gene sequencing technologies and others that run protein blots to help with vaccine development. They are in the diagnostic space as well. Revenues have increased with the pandemic as demand for the products are so high. Yield 0.22% (Analysts’ price target is $432.53)
electrical / electronic
N/A
Markets. A battle between the bulls and the bears. The quality of this rally, looking at institutions and retail flows, is poor. The rally is really coming from small individual investors and not institutions. It's driven by central bank support and liquidity that hasn't really solved any of the risk issues that is in the backdrop.
Unknown
N/A
The fundamentals are not bullish, especially since central banks in many countries had to take on debt and print money. It's an inherent sign of the fundamental weakness in the world economy. It doesn't mean the markets can't continue to go higher, especially with investors who fear missing out but he sees tougher times ahead.
Unknown
N/A
Gold. One of his favourite asset classes. It's a great hedge for market uncertainty and volatility. He sees it going even higher.
Unknown
BUY ON WEAKNESS
He's been waiting for a couple months now for a pullback. It still hasn't come. Cloud computing, 5g, and other technology domains are good plays. He likes buying this sector on dips and buying in batches to mitigate risk.
E.T.F.'s
BUY
A basket of emerging market sovereign debt. You get countries like China, Turkey and Argentina. High quality with weak fiscal situations and you get exposure to foreign currency. Governments are poised to be printing their own money and so they are unlikely to default in their own currency. 6% yield.
E.T.F.'s
BUY
A basket of high quality US companies with a covered call and put rate component. It generates a 6% yield. It will go down when the markets go down, but it will continue to give yield. The lower it goes, the put on stocks they have written will be bought at a lower price and they will sell these when the price goes high again.
E.T.F.'s
WAIT
Long-term, as a theme, you have to like healthcare. The aging demographic and bio-technology will be important factors. Short-term, the bio-tech stocks are over-bought. There is speculation in vaccines. However, long term it will be positive.
0
BUY
Hedged versus unhedged version. When deciding, you have to look at where the currency is going. There is a small hedging cost but it is low. He likes the ETFs in general.
E.T.F.'s
N/A
Share buybacks. He sees buying back stocks as a form of financial engineering that compensates the C-suite tremendously. He is a critique of share buybacks. He thinks that companies that have bought back stocks will have regulatory restrictions, such as the aviation industry.
Unknown
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