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Stock Opinions by Stockchase Discover

PARTIAL BUY
Allan Tong’s Discover Picks Caveats: The Delta variant is hitting less-vaccinated American states hard and this could have a spillover effect on Disney’s theme parks. Shutting them down, however, seems unlikely, but rising cases could dampen attendence. Maybe. The cruise lines are a larger risk, since outbreaks on a self-contained vessel at sea are hard to contain. That said, demand for cruises across the board remain strong, despite scary headlines. These caveats will likely limit Disney’s climb in the weeks to come, making it unlikely for the stock to break to new highs. That said, Disney could release Again, it comes down the virus and how deeply it effects the reopening. Consider this a partial buy. Read The Disney Stock (DIS) is coming back, Blizzard Stock is a Sell (ATVI) and the new BARK Stock as a speculative buy. for our full analysis.
entertainment services
SELL
Allan Tong’s Discover Picks The sexual harassment suit contains allegations that have yet to be tested in court, however, the Warcraft debacle is fact. If you’re an ESG| investor, then ATVI is toxic. If you’re not, then these recent headlines raise red flags about how Activision is run and raise doubts about the company’s future performance. The Warcraft III report alone is troubling, enough to avoid this stock. Another point to consider is ATVI’s chart. Even before either bombshell landed, ATVI shares had been tumbling for a month while other tech stocks and the Nasdaq had been touching new highs. It also didn’t help that investors consider video game stocks as pandemic plays. I disagree with this; people will continue to play video games regardless of Covid. Read The Disney Stock (DIS) is coming back, Blizzard Stock is a Sell (ATVI) and the new BARK Stock as a speculative buy. for our full analysis.
computer software / processing
RISKY BUY
Allan Tong’s Discover Picks The BARK stock next reports on August 9, but its current gross margin is 60%. Barkbox went public as BARK on the NYSE in a SPAC it launched right before last Christmas. During SPACmania, BARK quickly leapt from $12.65 to $18.50. However, BARK was later painted as a pandemic play and, even worse, suffered as SPACmania cooled off this year. Just two weeks ago, BARK dipped below $8. However, in June, three analysts initiated buy signals at an average price target of $15.33. Before you back up the truck, though, consider that a major fear among pet adoption agencies is that dog adoptions will decline during this reopening. Also, being a new stock, BARK’s earnings are negative, the company pays no dividend and being a small-cap it is prone to price swings. Read The Disney Stock (DIS) is coming back, Blizzard Stock is a Sell (ATVI) and the new BARK Stock as a speculative buy. for our full analysis.
Consumer Products
BUY
Allan Tong’s Discover Picks Further, Granite pays a 3.53% dividend yield based on an ultra-safe 30% payout ratio. While its EPS growth is declining, at $9.82 it still towers over the sector’s $1.68 and has jumped nearly 30% over the previous year. Granite trades at a PE of 8.7x vs. the sector’s 34.1x while its cash flow stands at $9.76 vs. its peers of $2.53. Gross and profit margins also beat peers. Read 3 Safe and Defensive Stocks to Buy for our full analysis.
property mngmnt / investment
BUY
Allan Tong’s Discover Picks True, SVI stock’s EPS is -$0.10 but its EPS growth is improving and trades above the industry average, climbing 21.06% over the previous year. Another note is that it is growing revenues slower than the industry average (real estate operations). This reverses 2020’s trend where SVI led the sector at 20.72% vs. 12.43%. Also, SVI is not for income investors with its 0.22% dividend yield. Bay Street views SVI stock as a steady eddy by reiterating four buys and two holds so far this year at a $5.16 price target or roughly 4.5% upside. If you’re looking for safety in uncertain times, Storagevault is it. Just don’t expect explosive growth. Read 3 Safe and Defensive Stocks to Buy for our full analysis.
0
PARTIAL BUY
Allan Tong’s Discover Picks CAP REIT stock surpasses it peers in several categories: earnings, cash flow, gross and profit margins. Its PE, for example, stands at 11x compared to SmartCentres REIT’s 71.7x and Allied Properties REIT‘s 17.4x. ROI is 6.89% vs. 0.99% and 3.63% against those same names. True, the dividend yield pays 2.24% which pales next to those REITs, but the payout ratio is a low 25%. Read 3 Safe and Defensive Stocks to Buy for our full analysis.
investment companies / funds
BUY
Allan Tong’s Discover Picks Since then, residents and staff have been fully jabbed and Chartwell’s vacancy rate has been recovering from a bottom of 80% after scaling 93% pre-Covid. Accordingly, the share price has climbed 17% to $13.60 as of this writing. Moreover, CSH.UN has restored its place as an income stock, paying a 4.51% dividend yield, which is in line with healthcare facilities. Since November, CSH stock has met its previous price target of $12.32 and is closing in on the current PT of $13.63, based on one buy and one hold signal, both published in early May. I expect an upgrade after a positive earnings report on August 5, which will cover the early Canadian reopening phase of April through June. Chartwell is not a trade, but a long-term investment that pays a reliable dividend and will be driven by demographics as more Canadians age. Read 3 Post-Covid Recovery Stocks to Buy for our full analysis.
property mngmnt / investment
BUY
Allan Tong’s Discover Picks Two analysts rate ATOS stock a buy with a price target of $7.50 or 41% upside. Again, this is purely a speculative play and a volatile one with a 2.21 beta though it is a recovery stock. Fundamentals are spotty with insufficient data on Atossa’s margins and price earnings, so you’re betting on AT-H201, much like the market was wagering on who would win the vaccine sweepstakes 16 months ago. Read 3 Post-Covid Recovery Stocks to Buy for our full analysis.
biotechnology / pharmaceutical
BUY
Allan Tong’s Discover Picks QSR’s PE is 37.4x, which easily beats its peers of 320.4x. Margins also beat, such as profit margin at almost 16% vs. the sector’s 11.19%. However, ROI of 4.06% lags its peers of 9.42%. Though QSR’s 3.3% dividend yield pays more than its peers of 1.93%, QSR stock’s payout ratio is 122%. Another caveat is that PE, which was most recently $1.70, marking a 26.62% decline from a year ago; also, PE growth trails the industry. Read 3 Post-Covid Recovery Stocks to Buy for our full analysis. 3 Post-Covid Recovery Stocks to Buy
food services
BUY on WEAKNESS
Allan Tong’s Discover Picks LOGI shot up as high as $140.17 and has bounced back to surpass even its 2020 peak. On the Nasdaq, Logitech trades above $120. (The Swiss listing performs as well on a year-to-date basis.) And yet it still trades a lower PE of 22.4x compared to its tech peers, such as Hewlett Packard‘s 29.8x or pure gamer, Activision Blizzard at 31.8x. More kudos for beating its last four quarters, hands down. So, for a work-at home stock, Logitech looks far from dead. Read 3 Promising Euro Stocks to Buy for our full analysis.
electrical / electronic
BUY
Allan Tong’s Discover Picks The UN stock pays a dividend of 3.37% at a 77% payout ratio, safe though higher than the sector average of 58.53%. Trading at a 23.4x PE, UL trades slightly cheaper than competitors Procter & Gamble whose PE is 25x or Colgate-Palmolive at 26.3x. Read 3 Promising Euro Stocks to Buy for our full analysis.
food processing
BUY
Allan Tong’s Discover Picks Schlumberger itself delivered a Q1 earnings beat last April, its fourth-straight beat. Unsurprisingly, net income declined from 27 cents per share to 21 year-over-year as did revenues, due to Covid and the divesting of North American businesses in Q4-2020. The street greeted this news with a 2% pop initially, then pushed shares from $25.71 (all figures from the Nasdaq listing) to $36.52 on June 3. Since then, SLB-Q has been fluttering around $32-33. Read 3 Promising Euro Stocks to Buy for our full analysis.
oil / gas field services
SELL
Allan Tong’s Discover Picks BPY.UN is anchored by diverse holdings across sectors, including industrial, retail and commercial properties, and across countries. Of course, we all know what happened next to the world, which wiped out the retail and office property markets. BYP.UN shares have slid around 7.5% since that call, but the 7% dividend has offset that loss. Read Looking back after 100 weeks of Hot TSX Stocks: BAM, Rails, Garbage for our full analysis.
REAL ESTATE
BUY

Allan Tong’s Discover Picks Run by smart managers, BAM.A buys alternative assets cheaply in infrastructure, private equity, credit and green energy. A rise in interest rates will hurt BAM.A because it uses a lot of debt, but its assets should appreciate accordingly and offset those declines. BAM.A isn't for income investors, since it pays only a 1% dividend yield, and it isn't a high-flying tech giant like Shopify that you can trade quickly, but BAM.A is virtually guaranteed to keep rising through thick and thin. It's emerged from the pandemic a winner, like a racehorse that's bolted out of the gate since Canada has begun reopening. In the past 12 months, BAM.A has jumped 45%. Read Looking back after 100 weeks of Hot TSX Stocks: BAM, Rails, Garbage for our full analysis.

management / diversified
BUY on WEAKNESS
Allan Tong’s Discover Picks The likely winner is CN, since KSU named CN's proposal “superior” in mid-May. Two years ago, I gave both stocks the nod, but gave CN the edge because of its north-south network and adding KSU's lines will only strengthen this artery. CN peaked April 11 at $148.67, which marks a 20% increase since my original call. Shares have since slid, so the gain today is only 9.1% (pre-dividend). Read Looking back after 100 weeks of Hot TSX Stocks: BAM, Rails, Garbage for our full analysis.
Transportation
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