Update on world events: A "Chat" talk on Energy needs of AI - URA - and other stocks to Watch.

 

Market Talk

With the Fed reducing interest rates, some stocks would seem to be geared up to possibly do well. Refer to the prior post on further views here at StocksTOwatch.

 

Stock Talk

Before covering specifics, there are things happening in the world that bring to mind a few stocks and symbols,  These are presented here for the reader, if interested, to explore on their own. Most with the exception of GEV and URAX have been presented in previous posts.

  URA, PLTR, MO, KGC, IAG  ,  highlighted recently

  DVN, VTLE,   Energy. oil and nat gas reserves in America.

  URAX, double bull nuclear play, maybe short term

  GEV , spinoff of GE in natural gas turbines, above the typical sp range of stocks here but watching  for dips.

speculative Biotech : ONCY , just a "some" stock highlighted here near a buck.

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The advent of AI onto the world's table has created new perceived needs by the data centers required to support AI.  One such need based on demand is the humongous cry for energy required.  To address that question, I inserted a query into the number 1 AI application  used today, Chat gpt itself:

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"The energy required for a ChatGPT query versus a Google search can differ significantly due to how each system operates.

1. Google Search: Typically, Google searches are computationally lighter since the system mainly retrieves and ranks web pages. The process involves web crawling, indexing, and retrieving information from pre-built data structures (search indexes). Google also optimizes for energy efficiency across its vast data centers.

2. ChatGPT Query: Large language models like GPT, on the other hand, are more computationally intensive because they require processing vast amounts of data in real-time. When you make a query to ChatGPT, the system runs a neural network with billions of parameters, generating a response from scratch rather than retrieving it from a pre-built index. This makes the energy consumption higher compared to a search engine query.

Estimations

• Google Search: A single search typically consumes about 0.3 watt-hours of energy (based on estimates for the infrastructure and network energy use).
• ChatGPT Query: Estimates for a single inference from large models like GPT-3 can range between 10 to 100 times more energy than a Google search, depending on the model size and the complexity of the query.

The specific energy difference varies based on factors like data center efficiency, model size, and the complexity of the query."   Chat gpt response to query on 09/24/24

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one energy ETF to watch-  URA

 Using the above energy example points to a huge need for increasing energy capacity, an ETF on Nuclear energy may be one to watch with an over 6 % dividend is  -   URA.  

 

A Tech stock to consider:  Palantir Technoligies (PLTR)

This tech stock is in the news as a leading AI company that is embedding their predictive and planning AI software into government computers.   Their software has been helping the Ukraine.  It is starting to gain traction into industry and from watching company leaders, PLTR is very American in support of liberty and freedom and helping defense from our adversaries and enemies. The company has positive earnings, albeit a small eps of 0.17 and a PE of 216 -so far.  PLTR presents as a leading growth stock in the AI sector to possibly start inching into with "some" shares as it joins the S&P 500.

Other Stocks to Watch in this market?

Altria Group, Inc (MO) :   MO already has one of the highest paying dividends in the entire market.  MO has been consistently increasing their dividend to shareholders year after year.  With the Fed signaling lowering interest rates in September - MO continues to be a stock to watch.  After shareholders get their dividends some bail.  It went ex dividend yesterday. On the other hand, the Fed is cutting rates this week, making high dividend stock like MO look better to be in some.  Watching MO for a dip may be opportunity to inch into one of the highest dividend paying stocks with positive eps.

The analysts compare estimates vs actual and rate stocks.   MO has shown consistent earnings, but if they miss by a just a few pennies, the market gets skittish.  The last quarter MO missed by a few cents but actually showed very good $1.31 eps, the same as last year.  When the daytrader's knee jerked sold - the  dip created a buy opportunity in the high 40's.  Watch MO for "buy some" opportunities if interested in one of the highest dividend paying stocks in the market.

Kinross Gold (KGC):   The fiat currencies in the US and the world are being devalued by increasing money supply and inflation. Gold has NOW recently passed the stubborn $2600 / Oz level.   Kinross Gold has been highlighted here showing the mining footprint that spans Canada and the Americas. Suggested in the 6's, the current times of loose fiscal policy to buy votes point to staying the course with Kinross because support and a next level run on surging Gold, along with a stable dividend makes KGC a relatively solid stock to hold some. I'm staying / holding some stock in Kinross. May add more KGC on market dips.  The BRICS moves towards a digital currency could seriously threaten the US dollar.  Gold could easily double and more in the not too distant future and a Gold miner like Kinross with already growing eps and dividend could earn reward in share price.

https://stockstowatch.blogspot.com/2024/04/

https://finance.yahoo.com/news/why-kinross-gold-corporation-kgc-215737497.html 

IAMGOLD (IAG):  Another stock to keep an eye on is IAG with trending higher earnings, similar to Kinross. However, IAG offers no dividend and is about $5 at a recent high.  Keep an eye on the gold prices over the next month because IAG earnings as well as KGC could surge if Gold starts climbing higher as predicted by many economic pundits.  

If interested in other current watch stocks recently opined on here, scroll back to see posts on other stocks we are watching.  

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.

This site does NOT make Buy / Sell recommendations.
_____________

Some Stocks to Watch in ever changing markets - MO, KGC, IAG and an AI stock- PLTR

 

Market Talk

So this is the week the  Fed meets to decide and announce the long awaited interest rate cut . The "market' ponders if the Fed will reduce by 25 or 50 basis points to start an expected series of rate cuts to stimulate a slowing economy. On one hand, a conservative approach would be a 25 basis point cut where a 50 basis point cut would be recognition that the economy is in more need of a kick start to avoid a recession.  Last week the polls had a 25 in the lead, this week- the trend view is a 50 point cut.   The 50 would favor the housing market that needs a boost. The whole idea of why it matters is that the Fed's goal of managing inflation while trying to keep positive employment numbers is called the "soft landing" from a hot inflationary economy.

To put it in terms of a deck of cards, there are several wildcards and Jokers in the deck.  Taxes, debt, and spending for political purposes can spin outcomes.  And one thing- stagflation is not off the table of the future.

The remaining of this September is hard to predict market action.  Falling interest rates can be good for some stocks. It is possible that a scenario could be positive for some tech stocks.  At the same time, as fed rates go lower, certain financial instruments that have been paying good interest rates may become less attractive.  A few stocks that pay higher dividends than prevailing institution rates makes one ponder if such a stock may catch buy side interest.  On the other hand it can be a volatile and changing market in an election year.  Is this confusing?   Let's look at some stock notions.

Stock Talk

Altria Group, Inc (MO) :   MO already has one of the highest paying dividends in the entire market.  MO has been consistently increasing their dividend to shareholders year after year.  With the Fed signaling lowering interest rates in September - MO continues to be a stock to watch.  After shareholders get their dividends some bail.  It went ex dividend yesterday. On the other hand, the Fed is cutting rates this week, making high dividend stock like MO look better to be in some.  Watching MO for a dip may be opportunity to inch into one of the highest dividend paying stocks with positive eps.

The analysts compare estimates vs actual and rate stocks.   MO has shown consistent earnings, but if they miss by a just a few pennies, the market gets skittish.  The last quarter MO missed by a few cents but actually showed very good $1.31 eps, the same as last year.  When the daytrader's knee jerked sold - the  dip created a buy opportunity in the high 40's.  Watch MO for "buy some" opportunities if interested in one of the highest dividend paying stocks in the market.

Kinross Gold (KGC):   The fiat currencies in the US and the world are being devalued by increasing money supply and inflation. Gold has NOW recently passed the stubborn $2600 / Oz level.   Kinross Gold has been highlighted here showing the mining footprint that spans Canada and the Americas. Suggested in the 6's, the current times of loose fiscal policy to buy votes point to staying the course with Kinross because support and a next level run on surging Gold, along with a stable dividend makes KGC a relatively solid stock to hold some. I'm staying / holding some stock in Kinross. May add more KGC on market dips.  The BRICS moves towards a digital currency could seriously threaten the US dollar.  Gold could easily double and more in the not too distant future and a Gold miner like Kinross with already growing eps and dividend could earn reward in share price.

https://stockstowatch.blogspot.com/2024/04/

https://finance.yahoo.com/news/why-kinross-gold-corporation-kgc-215737497.html 

IAMGOLD (IAG):  Another stock to keep an eye on is IAG with trending higher earnings, similar to Kinross. However, IAG offers no dividend and is about $5 at a recent high.  Keep an eye on the gold prices over the next month because IAG earnings as well as KGC could surge if Gold starts climbing higher as predicted by many economic pundits.  

Oil Patch view:  Highlighted here before, Devon Energy (DVN) beat earnings estimates last report. But, oil prices are somewhat fading along with oil patch stocks.  China's energy demand has been decreasing due to a slowdown.  The oil patch sector can be volatile and is sensitive to economic outlook.  Moved to the sidelines on oil stocks.  But some may present a buy opportunity as the swoon winds down.

A Tech stock to consider:  Palantir Technoligies (PLTR)

This tech stock is in the news as a leading AI company that is embedding their predictive and planning AI software into government computers.   Their software has been helping the Ukraine.  It is starting to gain traction into industry and from watching company leaders, PLTR is very American in support of liberty and freedom and helping defense from our adversaries and enemies. The company has positive earnings, albeit a small eps of 0.17 and a PE of 216 -so far.  PLTR presents as a leading growth stock in the AI sector to possibly start inching into with "some" shares as it joins the S&P 500.

If interested in other current watch stocks recently opined on here, scroll back to see posts on other stocks we are watching.  

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.

This site does NOT make Buy / Sell recommendations.
_____________

September swoon already? Staying the course in a high Divy stock and two Gold miners with earnings mojo

   

Market Talk

September kicked off with a bearish swoon in the overall market.  Recently, we saw that previously reported yearly new jobs were off by nearly one million people!   For those paying attention, we see that the higher paying high tech jobs are slowing with mass layoffs at major companies.  Meanwhile government and healthcare and lower paying service jobs grew.  The problem is that for just one new government job it is estimated that it takes the support of four private sector jobs.  The market may be coming to the notion that perhaps the government policies of recent years have many flaws.

Typically, September's can be a rough month for stocks with the end of summer investors rethinking their portfolios and shifting to perhaps safer haven stocks and investments.  However, this is an election year so that can change dynamics to the upside historically speaking. I heard one pundit say it is 100 % correct that nobody knows for sure yet as to the market outlook.  The AI hype has been played out, at least for now with higher PE tech stocks in sell mode.

Stock Talk

Altria Group, Inc (MO) :   MO already has one of the highest paying dividends in the entire market.  MO has been consistently increasing their dividend to shareholders year after year.  With the Fed signaling lowering interest rates in September - the view here is that MO continues to be a stock to watch.  How you decide what "watch" means is up to you.  For me, I'm in some MO and like that near 8% divy just fine, thank you.

https://finance.yahoo.com/news/why-altria-group-inc-mo-064901902.html

Kinross Gold (KGC):   The fiat currencies in the US and the world are being devalued by increasing money supply and inflation. Gold has recently passed the stubborn $2500 / Oz level.   Kinross Gold has been highlighted here showing the mining footprint that spans Canada and the Americas. Suggested in the 6's, the current times of loose fiscal policy to buy votes point to staying the course with Kinross because support and a next level run on surging Gold, along with a stable dividend makes KGC a relatively solid stock to hold some. I'm staying / holding some stock in Kinross. May add more KGC on these market dips.

https://stockstowatch.blogspot.com/2024/04/

https://finance.yahoo.com/news/why-kinross-gold-corporation-kgc-215737497.html 

IAMGOLD (IAG):  Another stock to keep an eye on is IAG with trending higher earnings, similar to Kinross. However, IAG offers no dividend and is about $5 at a recent high.  Keep an eye on the gold prices over the next month because IAG earnings as well as KGC could surge if Gold starts climbing higher as predicted by many economic pundits.

Oil Patch view:  Highlighted here before, Devon Energy (DVN) beat earnings estimates last report. But, oil prices are somewhat fading along with oil patch stocks. This sector can be volatile and is sensitive to economic outlook.  Moving to the sidelines on oil stocks.

If interested in other current watch stocks recently opined on here, scroll back to see posts on other stocks we are watching.  

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.

This site does NOT make Buy / Sell recommendations.
_____________

The changing market with some Stocks to Watch: MO, KGC, DVN, IAG

   

Market Talk

Consumer sentiment has improved as well as the latest inflation readings in the CPI and PPI indicators.  This has caused a market bounce from the recent selloff initiated by the yen carry trade.  The market is rolling with the data and the notion of the Fed reducing interest rated in September and possibly continuing into the Presidential election.

Stock Talk

Altria Group, Inc (MO) :   MO already has one of the highest paying dividends in the entire market.  Is even yet another dividend hike coming this month? some say yes.  With the Fed signaling lowering interest rates in September - it's something to think about.

https://finance.yahoo.com/news/why-altria-group-inc-mo-064901902.html

Kinross Gold (KGC):   The fiat currencies in the US and the world are being devalued by increasing money supply and inflation. Gold values are climbing steadily currently flirting back and forth with the $2500 per Ounce level.   Kinross Gold has been highlighted here showing the mining footprint that spans Canada and the Americas. Suggested in the 6's, the current times of loose fiscal policy to buy votes point to staying the course with Kinross because support and a next level run on surging Gold, along with a stable dividend makes KGC a relatively solid stock to hold some.

https://stockstowatch.blogspot.com/2024/04/

https://finance.yahoo.com/news/why-kinross-gold-corporation-kgc-215737497.html 

Devon Energy (DVN) beat earnings estimates with a rather robust outlook.

Devon Energy (DVN)

https://finance.yahoo.com/news/top-oil-stock-continues-send-090800573.html

IAMGOLD (IAG):  Another stock to keep an eye on is IAG with trending higher earnings, similar to Kinross. However, IAG offers no dividend and is about $5 at a recent high.  Keep an eye on the gold prices over the next month because IAG earnings as well as KGC could surge if Gold starts climbing higher as predicted by many economic pundits.

If interested in other current watch stocks recently opined on here, scroll back to see posts on other stocks we are watching.  

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.

This site does NOT make Buy / Sell recommendations.
_____________

Stock views on "dividend stocks" - Altria (MO), Kinross Gold, and Devon Energy (DVN) -

  

Market Talk

After the whipsaw down in the market indices, we are left with a conundrum.  To conserve balances, many retreated in the tech stocks.  Some took gains, others just stopped the bleeding. Now there are questions to ponder. Is a general market comeback a proverbial dead cat bounce, real or otherwise are we going to see another shoe to drop.  Today, the market is bouncing on a weekly job data report that is making a more optimistic feel to the future and employment. The markets are more data dependent until something else happens.

There is an old saying - "something always happens".

Below are a few interesting articles and opinions out there on a few stocks to watch.

Stock Talk

Altria Group, Inc (MO) :   MO already has one of the highest paying dividends in the entire market.  Is even yet another dividend hike coming this month? some say yes.  With the Fed signaling lowering interest rates in September - it's something to think about.

https://finance.yahoo.com/news/why-altria-group-inc-mo-064901902.html

Kinross Gold (KGC)  The recent sell off has quelled the mining sector as well.   Gold may be a stalwart keeper of value.  We may be headed into a stagflation economy where Gold typically flourishes as a safe haven and a counter to persistent inflation.  As such, Kinross has a pretty fair chance of sustained higher earnings and maintains the highest dividend in the Gold mining sector. The stock has been lackluster, now in the 8's.  But trending higher gold prices point to holding some KGC.

https://finance.yahoo.com/news/why-kinross-gold-corporation-kgc-215737497.html 

Devon Energy (DVN) beat earnings estimates with a rather robust outlook.

Devon Energy (DVN)

https://finance.yahoo.com/news/top-oil-stock-continues-send-090800573.html

If interested in other current watch stocks recently opined on here, scroll back to see posts on other stocks we are watching.  

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember, never get arrogant in our various notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.

This site does NOT make Buy / Sell recommendations.
_____________

Things changed last Saturday. - and a High-dividend watch stock- MO

  

Market Talk

Former President Trump was nominated as the republican Presidential candidate yesterday.  On Saturday, thank God he survived an assassination attempt where somehow by the angel of good and exact timing, he swerved to look at a favorite chart, exactly at the right moment with less than a half second difference between a disastrous headshot vs an ear grazing hit that was a way too close call with death.  Sadly, and tragically, a hero attendee, fire chief Corey Comperatore was killed while covering his family,

This sad event, yet miraculous that President Trump survived seems like an act of divine providence to many. At this present time, it seems like Donald J. Trump will be a shoe in as long as the voting system is properly managed and regulated.

The Federal reserve is signaling that interest rates will likely be coming down due to inflation rate dropping to 3 % and new job rate  slowing down. In reality anybody that shops at the grocery store and pays rent may disagree about inflation slowing.  Regardless, the Fed has a job to set the economic tone.  The Fed is sending signals that interest rates cuts  are likely in September and probably December.  Generally, lowering interest rates are bullish for stocks.  However, some indicators are pointing to a GDP slowdown in the economy pointing to a recession coming. The balance of lower interest rates vs a GDP slow down makes the future market outlook seem "mixed".

The past few weeks have seen a broadening of market action with small cap stocks as in the Russell 2000 behaving very bullish. Energy stocks, financials and Gold stocks are starting to show life in a bullish sense.

Meanwhile, the US dollar is being challenged by the growing "Brics" led by China and Russia to break away from the US dollar as a world currency. 

Try to be selective in stock picking.

Stock Talk

 A new watch stock, Altria (MO), is being added to the list.

Altria Group, Inc (MO):  Recently FDA approved to market menthol e cigarettes.  These are vaped and typically contain fewer toxic chemicals to traditional cigarettes which have thousands of harmful substances, including tar and carbon monoxide.  Use of e -cigarettes instead of smoking may reduce the risk of smoking related diseases such as lung cancer and cardiovascular diseases.  One caveat is that when young people flock to "vapes" that never even smoked they stupidly set themselves up to be addicted for life to nicotine.  Regardless as a stock, MO pays over an 8 % dividend and people will smoke and vape no matter what anybody has to say.  MO is starting to catch buy side interest and the solid dividend is why it joins the watch list here.

If interested in other current watch stocks recently opined on here, scroll back to see posts on other stocks we are watching.  

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember  never get arrogant in our various  notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.

This site does NOT make Buy / Sell recommendations.
_____________

Stock snip-it (updates!) from Spider J. Jones - and forget about EV's because WE do not want them.

  

Market Talk

The stock market is a dicey proposition.  Venture into it and dabble at your own risk.  The Fed is sending signals that interest rates will come down, maybe around September.  Generally, lowering interest rates are bullish for stocks. 

On another note, your administration has opened the southern gates to millions.  How will this affect the future economy and jobs and the growing deficit? Such and such remain to be seen, but the deficit is growing largely.  Death and taxes, Ben reminded us of certainty.

Stock Talk

The following are few snip-it thoughts on a few stocks we watch.

Annovis Bio (ANVS): (update 07/11) After a nice run with early Parkinson's data , the stock is trading with volatility up and down in wide swings. On the bullish side, a drug that would be FDA approved to treat both Parkinson's and Alzheimer's with low side effects that happens with several present drugs by big pharmaceutical companies.  But alas the bear case is that it will be more time before the FDA will take it all up with a meeting in October and it's already stated that an expanded Phase 3 trial is needed.  

Speculation can only go so far before the short side steps in.  It will ultimately be the FDA who will scrutinize scrubbed data closely and demand statistical significance in numbers of trial patients. 

As a closing note on ANVS, let's just say the low float stock is very hard to predict as far as share price in the near and long term. So, lets refrain from trying here.  On the other hand, it looks like a "swing stock" that is being traded heavily.  As such it has the feel of a "pump n' dump" stock.  As such it will not be mentioned here unless something of a real nature happens with ANVS going forward. If attempting the daytrading  of ANVS, wish you more greens than reds and good luck.  The volatility and price swings of ANVS can make one say- yikes! If in, it feels like a not too much stock due to more time needed and lack of sufficient cash to carry out the expensive areas needed. Anything can and will happen with ANVS stock.

Nvidia (NVDA) :  After the 10 for 1 split many of us bought some NVDA.  The initial reaction was for  us "fomo" people to get in on the AI hoopla on the "cheap".  But what happened?  The ones that were in presplit like institutions, now have ten times more shares at one tenth the price.  none the less, the institutions sold some of NVDA holdings.  That affect may be wearing off now and NVDA is back to trading on fundamentals, yet still somewhat volatile.  The near term still seems positive for NVDA from at least a few advantage points of AI leadership.

Intel (INTC) :  From the 40's to the low 30's, Intel sank on lowered near term expectations due to investment in chip foundry manufacturing.   However, Intel stands to be the ONLY semiconductor manufacturer in America.  Perhaps, anybody that has been watching and reading notices that sentiment on INTC stock is turning from bearish to bullish?  AMD and NVDA BOTH rely on Taiwan semiconductor to manufacture their chips.  Do YOU see a possible issue there?  Intel is set up to benefit from a new wave of AI personal computers coming as the masses upgrade. Yes, there is competition in the CPU market but Intel will remain a huge player in people buying up AI laptops at places like Best Buy and Walmart.  More buyside analysts are turning to Intel while it's still in the 30's.

Devon Energy (DVN) 

Good article relaying a Bank of America analyst recommending buy some DVN.   Oil and Gold in America and Canada have a big future.  Nobody except for Californian's, with moderate temps, want electric cars.  They drop range by 40% in very cold weather. Want a heater on too?  Forget about it! Good luck charging, stuck on the side of wintery road.

 https://finance.yahoo.com/news/looking-bargains-bank-america-suggests-173649746.html

Kinross Gold (KGC):  Long term?  Oil and Gold in America and Canada have a big future.  KGC covers the gold side from the mining position.  KGC may require patience but looking for double digit share levels and a dividend too.

Vital Energy (VTLE) :  Another growing Oil and gas company with acreage in oil rich basins in America.  VTLE is a growth stock worthy of watching as the rich Arab sheiks try to play games on America and oil. The sheiks want to throw in with Russia and China? WE have some choice words for that!   

Oncolytics Biotech (ONCY):  A new trial started dosing in a Pancreatic Cancer study in Germany with that uses a combination of Pelarerep and a checkpoint inhibitor with or without a modified chemo.  This is a long shot $1 buck stock at the moment.  Pancreatic cancer is one tough cancer.  This makes ONCY a spec stock with a "What if" ponderance.  Some of us retail small investors think the evidence of the MoA to attack cancer with T fighter cells may result in a positive response.  Yes, it's a hope and spec stock so we know - not too much. God bless the fighters that sign up to FIGHT.

For now, we close by noting that any view on the market and stocks on any particular day may change in the future days to come. That is why we watch and see how our views match up with the reality of the time.  But trying to look ahead a few months into the future may be a way to do things.  If you think too deep about world events and the recent alliances forming, projecting ahead can be a dicey endeavor.  In all -  we use the word maybe "some", not "too much" and play it accordingly.  Remember  never get arrogant in our various  notions because things do change in the market and individual stocks are subject to many factors outside of our control.. So we try to -stay aware.

With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.

___________

ALL in my humble opinion, scroll down and read more.

This site does NOT make Buy / Sell recommendations.
_____________