Latest Stock Buy or Sell? Make More Informed Decisions!
Today, The Panic-Proof Portfolio (Stockchase Research) and Jaime Carrasco commented about whether NFG-X, BCM-X, EQX-T, AR-T, SSRM-T, PGM-X, OGC-T, ABX-T, MSFT-Q, FVI-T, OR-T, AGI-T, EMPR-X, SKE-T, KL-T, SEA-T, NUG-X, META-Q, EVRI-N, SBSW-N, BIDU-Q, ROKU-Q are stocks to buy or sell.
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TOP PICK
Stockchase Research Editor: Michael O'Reilly ROKU is North America's largest streaming service, with over 51 million customers. It releases earnings May 6. Analysts expect EPS of ($0.18), an improvement of over 70% from last year. Sales growth has averaged over 40% over the past five years. The company has been adding to cash reserves, now estimated at over $1 billion. The company has seen a series of analyst upgrades over the past month, with one projecting a stock price of $475. We would buy this with a stop loss at $275, looking to achieve over $471 -- upside potential over 30%. Yield 0% (Analysts’ price target is $471.44)
computer software
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TOP PICK
Stockchase Research Editor: Michael O'Reilly BIDU is the largest search engine in China. If you believe China-US relations will stabilize with the new US Administration, this is a great value opportunity. Following in GOOG's footsteps, the company is also engaged in self-driving cars and is looking to add 1 million such vehicles over the next 3-5 years. It trades at 22x earnings, compared to US peers at 70x. It is estimated to hold over $36 billion in cash reserves. We would buy this with a stop loss at $145, looking to achieve $348 -- upside potential exceeding 60%. Yield 0% (Analysts’ price target is $348.13)
other services
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TOP PICK
Stockchase Research Editor: Michael O'Reilly SBSW is a $14 billion market cap miner of gold, platinum (world's largest producer), and palladium (world's 2nd largest producer). The company is based in South Africa with operations extending into the US and Finland. It trades at 7x earnings (compared to peers at 26x), has a return on equity over 68%, and a five year annual sales growth over 40%. It's dividend is based on an earnings formula that triggered a payment this year amounting to $0.98 per share -- an excellent yield with an estimated payout ratio under 40% of cash flow -- if commodity prices hold. We would buy this with a stop loss at $13.50, looking to achieve $25.00 -- upside potential exceeding 28%. Yield 5.02% (Analysts’ price target is $25.00)
Mining
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PAST TOP PICK
(A Top Pick Feb 11/21, Up 23.6%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with EVRI has achieved its $17.50 target. To be disciplined, we are recommending covering 50% of the position and trailing up the stop (from $8.50) to $14.25 -- just above the original recommended buy level. This would all but guarantee a minimum investment return of 12%.
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PAST TOP PICK
(A Top Pick Jan 21/21, Up 19.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with FB has achieved its $325 target. To be disciplined, we are recommending covering 50% of the position and trailing up the stop (from $210) to $275 -- just above the original recommended buy level. This would all but guarantee a minimum investment return of 10%.
Technology
COMMENT
Gold and inflation. Gold is manipulated. It's about the fiscal deficit we're in. The longer it takes to get out of this mess, the higher the price will correct. Buy right and sit tight. He owns many gold and silver producers that have massive leverage to the price, which will have to go higher. Copper is signalling a lot of money devaluation. Copper above $4.50 is a bad sign. People think that inflation means things go up in price. What it really is, is things are constant but money is devalued. We're facing a bigger storm because of the currency reserve. Look at the CPI number today. With all the stimulus thrown at it, it's not a good number. We should have had a much bigger rebound. We're facing exponential money printing, which is bullish for gold, but not for the dollar. The currency reserve is in trouble, as the USD couldn't muster a rebound above 92.50, and yesterday's jump above 91 lasted only hours.
COMMENT
Interest rates. Rates are already rising. 1.69% is not a good number. To bring yields down, they'll have to print a lot of money. In history, whenever central banks are buying debt and producing debt, it's a facade, with very negative consequences. He'd rather hedge for the consequences. We're on shaky ground.
HOLD
An explorer. Likes it, but there's risk. Once there's a big discovery in the States, a lot of US money will come into the sector and that could be bullish. Lots of optimism on this. No problem acquiring at this level. Once more results come in, he will have to decide whether to pull money out or add.
Golds
COMMENT
Gold explorers. Precious metals are the place to be right now, as they're trading at a ridiculous value in relation to earnings. Build a foundation with the producers first, and then look at the explorers. Once there's a big discovery in the States, a lot of US money will come into the sector and that could be bullish. You want 5-6 explorers to diversify the risk. A good explorer has good quality real estate with good potential.
COMMENT
Commodity supercycle. Three components. Demand, as the economy picks up. Lack of supply, as we haven't been exploring. Third, the key is devaluation of money. Best way to play the supercycle is with the ultimate hedge of gold and silver. Prices are depressed, so it's a good opportunity to get into these stocks. Impossible that copper's going higher and silver isn't. He continues to acquire the producers that will move once the price goes up. Silver has a number of supply issues. Put your money in silver first, then gold, and he's just added a bit of copper.
COMMENT
Characteristics for metal producers. Good quality management. Low cost of production. Resources on the ground. Where are they geopolitically. Geopolitics are going to get worse going forward, and investors really need to pay attention to where they're going to put their money. For example, he's worried about Mexico right now. He's not taking money out, but he's not putting new money in either.
STRONG BUY
A core holding. Gold should be much higher a year from now, so this will be higher. An amazing story. Beautiful entry point. When the storm hits, this will be an amazing lifeboat and move much higher. Happy to hold and wait. Started a dividend. When gold goes up, there will be increasing revenue, value of reserves, and increasing dividend. Price target of $70.
precious metals
HOLD
Silver heavy, which is hard to get. A new addition to his portfolio. Likes management and properties. Excited about it. He's been moving from mid-tier to smaller streamers, which could get acquired, and this one could be one of those. It's small, so you'll have to be patient. You should also hold some of the bigger players like FNV.
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