Daily Stock Opinions and Ratings

Latest Stock Buy or Sell? Make More Informed Decisions!

Today, John O'Connell, CFA and The Panic-Proof Portfolio (Stockchase Research) commented about whether JBHT-Q, CI-N, DAL-N, CVGW-Q, THO-N, AMZN-Q, SNPS-Q, TMO-N, COST-Q, ARKK-N, KEY-T, ATD.B-T, HD-N, LOW-N, META-Q, MSFT-Q, V-N, IPL-T, HR.UN-T, SWK-N, CNR-T, TPZ-T, TOU-T, SNY-N, MG-T are stocks to buy or sell.

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BUY

HD vs. LOW Checked back recently with profit taking. He's not worried. Prefers HD, with its long runway for the foreseeable future, longer reach, good treatment of employees, good growth opportunities in Mexico and other places. Fix-it market is reeling a bit because of commodity prices. HD is better managed. Current pullback of 15% or so is a good time to buy. Trading at 20x earnings. Secular long-term growth story. Growth will be somewhat muted after last year's blowout.

BUY

A large US fund threw a temper tantrum about the Carrefour deal and blew out the stock. He thought the deal would've been positive. Stock's recovered. Short-term headwind of gasoline margins. Very well run. Very strong financial position. Buy it here, hold for a couple of years, be satisfied with your return.

BUY

Done exceptionally well. One of the best managed in the world. Critical infrastructure. Stock's recovered nicely. Not as cheap as before, but you can buy it here for the dividend. Owns some of the best assets. Yield is around 5.5%.

COMMENT

Top dividend-yielding companies. Canadian bank stocks have great dividends. If you want dividend growth plus earnings growth, look to US bank stocks for the next 2-3 years. With the strength of the CAD, those stocks are on sale for Canadians. Look at BAC, JPM, PNC, or Citi. In Canada, try KEY. Also APR.UN, a bit less liquid but with a yield of around 6.6%, good growth opportunities, very well managed, and a slow and steady player.

DON'T BUY

Anybody's guess where it's going, including Cathie Wood. She plays fast, active management. High growth, highly speculative, they-don't-make-any-money-yet type of trade. Very, very volatile. Too volatile for him. Lots of people betting against her. Make sure it's not more than 5% of your portfolio.

HOLD

Continue to hold it. One of those long-term, secular success stories. Great business model. Revenue stream hinges on adding new stores in a controlled and disciplined manner, which brings in new memberships. Huge cashflow generator, exceptional management. Can continue to build out in NA and globally.

TOP PICK

Huge profits generated from Covid have been used to expand core business, which is scientific measurement equipment. Secret sauce is that you have to use their paper cups and vials, which are being disposed of all the time. Exceptionally well run, highly acquisitive. Trades at 20x, very attractive on the pullback. Great long-term secular grower. Grows earnings at 10-20% historically. Yield is 0.23%. (Analysts’ price target is $549.42)

TOP PICK

Design and consulting for the semiconductor industry. All the big tech firms use them. Consistent long-term grower. Fabulous future. Lots of room to grow. On sale here. No dividend. (Analysts’ price target is $304.46)

TOP PICK

Moving into healthcare, just like others. Keeps adding more services to its Prime membership. Recurring revenues, huge free cashflows. Continues to innovate. Down around 16% from its highs, on sale for Canadian investors right now due to the strong CAD. No dividend. (Analysts’ price target is $4241.64)

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