Brianne Gardner at Raymond James
Member since: Sep '22 · 323 Opinions
Scores 6 in value and 7 for fundamentals. Still have dominant market share, but negative publicity over pricing can hurt brand trust as well as regulatory oversight. The market sees 16% upside. Doesn't know why there was a big drop-off this year, something to do with product pricing and customer loyalty.
Scores 6/10 in fundamentals. TD is up 50% this year vs. BNS 22%. BNS also lags over 20 years, with RY and NA being the best performers. She owns Royal instead. BNS is the leading Canadian bank. Maybe BNS will catch up to peers. They continue to have a footprint in Latin America, continue to invest in technology, and their Q2 showed steady loan growth and stable credit quality. Continue to hold if you own.
Scores 9 for fundamentals, and 4 for value. The street targets 24% upside. Q2 reported record revenue though gross profit margins dipped due to input costs. Could be vulnerable to rising raw materials costs and supply chain disruptions. They still lead in their industry with a dominant footprint. Data centre demand could be a driver.
Is the gold standard of beverages with a reach into 200 countries. Revenue grew 5% last quarter and volumes are improving again. They have pricing power. Margins are resilient. EPS should grow 7-9% in 2025. Trades at 22x forward PE is stable, paying a 3% dividend. Sees 195 upside.