The Canadian Investor 10 Stocks We're Watching After Big Drawdowns
Apr 14, 2025
The hosts dive into the implications of recent U.S. tariff announcements, critiquing their flawed rationale and potential economic fallout. They analyze market corrections and emerging investment opportunities among tech companies with lowered valuations. The discussion also highlights major stocks on their watchlist, such as NVIDIA and Google, amid ongoing market volatility. Additionally, they explore the complexities of international trade and its impacts on American businesses, while emphasizing the need for careful stock evaluations in uncertain times.
AI Snips
Chapters
Books
Transcript
Episode notes
Focus on Guidance, Not Q1 Earnings
- Q1 earnings may look good for many companies due to the timeline of events.
- However, guidance will be crucial, as it reflects the uncertain economic outlook.
Levi's and Delta's Response to Uncertainty
- Levi's and Delta reported decent Q1 results and maintained guidance, but acknowledged the potential for changes.
- They highlighted the rapidly evolving situation and the difficulty of predicting the impact of tariffs due to diverse sourcing.
The Difficult Task of Public Company Leadership
- Public company CEOs and CFOs face a nearly impossible task during earnings calls in the current economic climate.
- Giving accurate guidance is challenging due to uncertainty surrounding policies and economic conditions.
