Latest Stock Buy or Sell? Make More Informed Decisions!
Today, The Panic-Proof Portfolio (Stockchase Research) and Bruce Campbell (2) commented about whether KWE-X, MSOS-Q, CTS-T, VMD-T, GDNP-X, WFG-T, VEXT-CSE, SIS-T, LSPD-T, PBH-T, GRN-T, CMMC-T, CBDT-CN, NDVA-X, TGIF-CN, TVE-T, PHM-X, BUS-X, XBC-T, NCR-N, VUZI-Q, FUBO-N, TRP-T, CJR.B-T, NKLA-Q are stocks to buy or sell.
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Stockchase Research Editor: Michael O'Reilly CJR owns tv and radio stations across Canada and is involved in media production. It pays a good dividend and trades at less than 6x earnings. Recent reported EPS of $0.37 handily beat expectations of $0.31. We see good value now as it trades right at book value. We would buy this with a stop-loss at $3.50, looking to target $6.50 -- 30% upside. Yield 4.94% (Analysts’ price target is $6.43)
entertainment services
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Stockchase Research Editor: Michael O'Reilly TRP operates a massive energy infrastructure system of pipelines, storage facilities and power generation throughout North America, including Mexico. It's Keystone XL project has become a political football, as newly elected President Biden signed an executive order denying a permit on his first day -- countering the permit granted by the previous Trump Administration. The company still makes money and pays a good dividend. We would buy this with a stop-loss at $47, looking to achieve $70 -- upside over 26%. Yield 5.85% (Analysts’ price target is $68.60)
oil
gas pipelines
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COMMENT
The Reddit short squeeze: with markets you always see new things. Unpredictable. After a week, the element of surprise is gone, but it's possible this could happen later to other stocks though the effect will be weaker. People who bought may be in a losing position now. Wider markets could be choppy this month, given investor sentiment being overblow in January. Now, that sentiment is peeling back. Also, February tends to be seasonally weaker. So, he's raised some cash and is putting it to work on down days.
BUY
A past pick and he still likes it. Many tailwinds in this sector will last for years. They're into renewable natural gas by recycling garbage then distributing nat gas in pipelines. Governments are mandating for 5-10 years a minimal amount of renewable natural gas in their pipelines. XBC is a leader here in building systems. However, XBC can be volatile. Over time, this will rise higher.
INDUSTRIAL PRODUCTS
BUY
He's recemmended this before. They're hitting their stride. They announced today an acquisition in Florida which should be accretive to earnings and EBITDA. It's good, because PMH enters a new region. The stock will continue to grow by acquisition, then grow by organic growth by bringing their existing services and products to expand the market. PMH is a potential takeover target. The valuation is reasonable. They're holding a lot of cash and he expects them to make more purchases, so they grow further.
biotechnology
BUY
Has recommended this before. He view them as a manufacturer: TVE buys a field, then develops it by water-flooding it for years, which results in a nice flow and lower decline rates. Pumping get oil to the ground. TVE remains under the radar as foreigners overlook small/mid-cap energy names. He's happy to own this.
oil
gas
WAIT
He owns the convertible debentures Has been a past pick. Early on, they earned partnerships in order to manufacture in Nevada, specifically Las Vegas. They built a plant and start running last summer during Covid, unfortunately. So, they had disappointing sales. The catalyst would be a post-Covid reopening with pent-up demand likely seeing tourists going to Vegas and consuming 1933's products. 1933 has strong brands and sell products at a premium. They've improved their balance sheet. Be patient.
agriculture
WATCH
They're under the radar, but their products are top notch. Managers are superb. progress has taken time, but managers have built a good business in edibles with their chocolates. Then, they diversified into gummies, which is a huge product in the States and is growing here. This will be the year for NDVA with strong revenue and some profits. They have carry-overs in tax losses, so they can generate real earnings.
agriculture
BUY
It's had a great run in the past year. They used to carry a lot of debt and ran only one mine, but have since done a great job lowering that debt and growing operations. They now have a promising second asset that'll probably attract more institutional investors and lower stock volatility (less risky with two mines). In time, this will likely be taken over. Has owned this in the past. Likes it.
Mining
Stockchase Research Editor: Michael O'Reilly With the Biden Administration already planning to make EV standard in the Federal auto fleet, this space will benefit. NKLA has a large short position against it, which could also put it into the GameStop short squeeze candidate category. They already have deals in place with GM to supply batteries and other components and NKLA plans to release a hydrogen fuel cell model in 2023. The company has increased its cash position to over $800 million over the past year. We would purchase this with a stop-loss at $13, looking to achieve $36 -- over 50% upside potential. Yield 0% (Analysts’ price target is $35.86)