Latest Stock Buy or Sell? Make More Informed Decisions!
Today, The Panic-Proof Portfolio (Stockchase Research) and Robert Lauzon commented about whether IBD-OTC, GOOG-Q, ENB-T, AQN-T, BEP.UN-T, COST-Q, ING-N, FCX-N, ADBE-Q, EQIX-Q, XYL-N, TA-T, CJT-T, IPL-T, LIF-T, AAPL-Q, TMO-N, INTC-Q, WMT-N, OPEN-Q, URBN-Q, BANF-Q, SKYW-Q, HVT-N, NYCB-N, ETR-N, DISH-Q, BIGC-Q are stocks to buy or sell.
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TOP PICK
Stockchase Research Editor: Michael O'Reilly BIGC was a 2020 technology IPO that peaked over $160 last August. The company offers a technology platform that allows merchants to connect directly with customers and business-to-business. It serves over 60,000 online stores in 150 countries. Recent earnings showed revenues up 39%, despite a small net loss (which was beat market expectations). Management's 2021 outlook calls for a 25% revenue boost -- again above analyst expectations. Gross margins of 78% helped propel earnings up 40%. There is large upside potential we think, beyond our target of $81.50 -- 35% upside initially. We would buy this with a stop-loss at $40. Yield 0%. (Analysts’ price target is $81.21)
Technology
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Stockchase Research Editor: Michael O'Reilly DISH has a relatively high 17% of its stock held short. However, recent earnings may begin to cause short holders to re-think that. Namely revenues were up over 30% and subscriber decline is slowing, suggesting the worst may have passed. Trading at only 12x earnings, it is well below its peer average of 47x. The company is estimated to have added $420 million to its cash holdings. We would buy this with a stop-loss at $22, looking to target $40.50 -- potential upside over 32%. Yield 0% (Analysts’ price target is $40.42)
communications
media
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Stockchase Research Editor: Michael O'Reilly ETR is a dividend workhorse with upside potential. The company operates and distributes electricity generation throughout the southern US. It trades at 13x earnings, compared to its peers at 34x. Almost 85% of the shares are held by large institutions. It pays an excellent dividend, backed by a 70% payout ratio -- manageable for a utility based business. We would trade this with a stop-loss at $79, looking to achieve $115 -- upside potential over 25%. Yield 4.08% (Analysts’ price target is $114.15)
electrical utilities
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PAST TOP PICK
(A Top Pick Nov 17/20, Up 28.2%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with NYCB has achieved its $11.50 target. To remain disciplined, we are recommending covering 50% of the position and trailing up the stop (from $7.50) to $10.50. This will all but guarantee a minimum return exceeding 22%.
trust, savings and loan
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(A Top Pick Dec 15/20, Up 34%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with HVT has achieved its $36 objective. To be disciplined, we recommend covering 50% of the position and trailing up the stop to $29. This would all but guarantee a minimum investment return of 20%.
Consumer Products
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COMMENT
The ending of lockdowns and increasing vaccinations (ex-Canada) around the world: It is exciting the markets: earnings estimates are climbing and thrilling consumer stocks (cruiselines, airlines seeing increased booking for the second half of 2021). This excitement is weeks away for Canadians. The reopening is a good thing and it's coming. He maintains a barbell approach in his investing: he holds growth in communications, tech and global brand companies (i.e. Nike); and he also holds cyclicals to receive dividends. It's time for a pause in the recent climb in the US 10-year yield; we're now touching a ceiling of 1.4%. This run-up has caused some inflation scare in the market and caused cyclicals (energy and financials) to rally, but has tossed the best-quality growth stocks to the side. Without global monetary stimulus, we would have had higher interest rates. Powell is speaking now, and he vows to keep rates low and perhaps allow inflation to rise a little higher to encourage fuller employment. This will help earnings. Gold and stocks have been a good hedge against inflation; over time, inflation leads to higher earnings which lift share prices.
DON'T BUY
He used to own this for its dividend, but became unhappy with how they executed on growth plans. He doesn't see much forward growth in the next two years. They're moving some production to Taiwan Semiconductor. They lag the leaders in semis now. The stock fell to $45, but has rebounded nicely, due to activists who saw value in INTC. He prefers AMD and Nvidia, both momentum growth stocks that have pulled back in the last 3 weeks.
computer parts mnfctr
BUY
A favourite medical device stock; their products are established in hospitals and medical labs. A big holding of his. Though it's been lagging in the last 4 months. He likes the current stock price and sees 20% upside this year in this stock. They do M&A well but they also grow organically. Maybe the market is waiting for them to do a big purchase. TMO does well year after year, and you can buy and hold this for a long time.
electrical
electronic
BUY ON WEAKNESS
A core tech/consumer product holding of his. It's taking a breather with all momentum stocks that led in 2020. The rise in bond yields, driving the current rotation, is hitting these tech names hard, though Apple not too badly. He likes Apple for its ecosystem based on a solid consumer base that continues to upgrade their phones, buy their products and use their services. Apple is no longer cheap and has been pricing in its obvious growth. Don't sell, but average down with any 5-10% pullback, and have a long-term view.
electrical
electronic
BUY ON WEAKNESS
Buy for dividend, growth or both? He's owned this for years as one of his first income trusts. This can be lumpy becomes it's commodity based. They always pay a dividend, but it varies. Commodity prices move and spike. He likes it. Buy it in the low-$30s. All metal stocks have had a great run. If bond yields peter out, there'll probably be some money move back into tech and out of cyclicals and this could push the price down. But watch the price of iron ore closely. LIF usually trades between in $20-40.
Financial Services
