Pepsi is mentioned as a client funneling growth into Microsoft.
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Stocks To Buy Now | Investing $615k Into A Recession
Passive Income InvestorApr 15, 2026
The creator discusses their investment strategy amidst recession fears, focusing on buying technology stocks and ETFs that have been oversold. They highlight Take-Two Interactive and Microsoft as key holdings, believing software stocks have been unjustly hit. The creator also contrasts the performance of Canadian dividend ETFs with tech stocks and suggests specific ETFs for younger investors looking for growth.
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Tickers discussed in this post
Walmart is mentioned as a client funneling growth into Microsoft.
The creator advises staying away from Canadian technology companies like Shopify, stating it has crashed and still trades at too high a multiple.
The creator expects Apple to 'crush it' and contribute to market growth, implying a positive outlook on the stock.
The creator expects Nvidia to 'crush it' and drive future market growth, but does not explicitly state a current buying action, implying a hold or existing position.
The creator mentions their Meta position is filled out and that the stock is now green, indicating a positive but complete holding.
The creator expresses a desire to buy a little more Amazon, but prioritizes Microsoft as a more discounted play.
The creator mentions owning Google for a long time and that it has been 'crushing it', but does not plan to buy more, indicating a hold sentiment.
The creator suggests the Vanguard Information Technology ETF (VGT) as an alternative technology leader ETF for US investors, though prefers TEC for Canadians due to currency.
The creator mentions VDY as an ETF they will return to buying, noting its strong performance over the last year and its role in their strategy as they ease off aggressive buying.
Microsoft is a key holding and a 'big trade' for the creator, who believes software stocks, including Microsoft, have been unjustly hit and will see an upsized return.
The creator is actively buying Take-Two Interactive, aiming to finalize a position around $200 per share, believing the stock has been unjustly sold off.