VDY is a Canadian dividend ETF that the creator holds a portion of, acknowledging its historical strength but preferring US tech for future growth.
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List Of The Best Stocks To Buy Crashing Now
The creator discusses the current market downturn, particularly in tech stocks, viewing it as a buying opportunity. They express a strong interest in Microsoft due to its valuation and future prospects in AI, and also mention Take-Two Interactive as a potential short-term hype play. The video also touches on Canadian dividend ETFs like VDY and TQCD, comparing their performance and holdings, but ultimately favors US tech for long-term growth.
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Netflix is in limbo and getting hammered, and the creator is not a big fan of the stock, stating they are not buying it.
Pepsi is mentioned as a consumer staple trading at a high multiple (30x PE) with single-digit growth and no AI future, contrasting with tech valuations.
Amazon is mentioned as a company with blockbuster revenue and earnings, benefiting from the AI future, but no specific action is advised.
Take-Two Interactive is a current 'hype play' for the creator, who plans to buy shares and sell the rally based on the upcoming game's hype, potentially holding some shares if the game performs exceptionally well.
The creator is flat on Meta shares and would like to buy more if the price drops further, seeing it as a great company with AI potential.
Microsoft is considered cheap at a 24 PE, historically trading at 33 PE, and is a strong contender for future AI growth.
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