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Today, The Panic-Proof Portfolio (Stockchase Research) and Paul Harris, CFA commented about whether SU-T, CSU-T, META-Q, SYK-N, ESLOY-OTC, SHOP-T, BNS-T, GOOG-Q, JNJ-N, V-N, BABA-N, ABNB-Q, CGX-T, ZM-Q, TMO-N, NGT-T, BBWI-N, WOOF-Q are stocks to buy or sell.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly WOOF operates over 1400 pet care centers and 137 veterinary hospitals in the US. They recently reported revenue grew over $1.4 billion-up over 18% and easily beating market expectations. Revenue is now up over 30% from pre-pandemic levels. Recurring revenue (through subscription food delivery, insurance, and care memberships) was up 60%. With strong earnings expectations again for next year, the PEG ratio is estimated under 1.0 and it is currently trading at under 2.3x book value. We would buy this with a stop loss at $18.50, looking to achieve $28 -- upside potential over 27%. Yield 0% (Analysts’ price target is $27.89)

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly BBWI is the offshoot of the previously named L Brands, which separated from the Victoria's Secret line. Its first earnings report showed revenue up 43% from a year ago and 14% above pre-pandemic levels. Company guidance for revenue was upgraded to indicate near 10% annual growth expectations for the next 3-5 years with an eye to expand margins further. It trades at 10x earnings compared to peers at 23x and has a great cash reserve position. We would buy this with a stop loss at $48.50, looking to achieve $81.50 -- upside potential over 18%. Yield 0% (Analysts’ price target is $81.28)

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TOP PICK

Stockchase Research Editor: Michael O'Reilly NGT is a Canadian based gold producer with a reasonable dividend backed by a payout ratio of under 50% of cash flow. It trades at 16x earnings and at under 2x book value. We would buy this with a stop loss at $65, looking to achieve $93 -- upside potential over 27%. Yield 3.84% (Analysts’ price target is $93.00)

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Mar 30/21, Up 23.2%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with TMO has achieved its objective at $560. To be disciplined, we recommend covering half the position at this time and trailing up the stop (from $390) to $510. If triggered, this would all but guarantee an investment return over 17%.

COMMENT

Covid will linger for a while until we return to normal. To figure out where we are in the world is a lot more complex, but we are in much better situation than a year ago. If we stay on this course, the numbers were be better, but expect volatility as banks around the world must inevitably slow down quant. easing, though the banks must be careful, because economies are fragile. We'll be in this situation well into 2022. Supply chain disruptions are more disruptive than an overheated stock market. He expects more normalized growth in 2022. Governments have been taking on more debt during Covid, and they will weigh on those nations' growth. Meanwhile, consumers are spending less (as seen in lower credit card balances) though they are getting more credit cards. Inflation will certainly exist going forward.

COMMENT

Usage has gone down, maybe because people are returning to the office and students are on vacation. Also, there's more competition now, not just Microsoft and Google. Zoom and its technology are here to stay, but the valuation needs to come down. As we normalize work and people return to offices, then businesses may use other platforms, or the small offices may use the free Zoom service. Zoom is more branded than its peers, so that is a competitive advantage. However, students will return to classes and won't be taking classes online.

DON'T BUY

People own this for the dividend, and pre-Covid this company was innovative with preferred seating and cafes, and programming opera and sports. But this is a difficult environment now; he doesn't see people returning to cinemas given social distancing. Also, the studios are releasing films on streaming. True, a lot of blockbusters will be released, but those films will also be released at home, too.

WEAK BUY

Credit management for weathering the Covid storm, but Covid will overhang the stock for a while as visitors may worry about staying in people's homes. Personally, he thinks hotels are safer to stay at, because hotels have to follow established cleaning protocols. Domestic travel is doing well, but international travel still lags. And the gap in rates between Airbnb and hotels has shrunk. People love Airbnb, especially young people, and this will continue. Consider buying the stock now as we move towards normalcy.

DON'T BUY

It's one of the cheaper tech stocks, but all tech stocks in China are facing regulatory hassles, especially BABA-N. This is baked into the stock, so eventually you want to own this. The government shut down BABA's IPO of AliPay. Also, it's traded in New York, so Wall Street is demanding full disclosure of its metrics, but the Chinese government doesn't want to reveal that much information. You can face trouble with this stock down the road. BABA does have a great e-commerce business, and it's expanded into areas like education. Overall, he wouldn't buy it.

PAST TOP PICK

(A Top Pick Aug 20/20, Up 16%) Trades at 33x PE and pays only a 0.6x dividend yield. But it boasts great free cash flow growth. Visa is not a credit card per se, but a payments system, which is less risky. It's like a toll both where they take fees. Covid hurt them because people weren't traveling much or dining out, but expect re-acceleration in these areas this and next year. This will result in revenue growth around 9-11%. Cash is no longer king as more people use credit cards. There's room to grow in parts of the world as those people use more cards. Loyalty programs will help drive this growth.

PAST TOP PICK

(A Top Pick Aug 20/20, Up 20%) Has long held this. Pharma, medical devices and personal care are their businesses. Unlike other pharmas companies, with JNJ when one sector lags, the others carry the weight. For example, medical devices (due to few elective surgeries) plunged during Covid, but bounced back 58% in revenues last quarter. JNJ has increased their dividend for the last 40-50 years annually. Great balance sheet, and raised guidance in their last quarter which they also beat. A risk are lawsuits; they could lose a suit in the future and pay big settlements, like $250 million to settle to opiod-addiction suit in New York state.

PAST TOP PICK

(A Top Pick Aug 20/20, Up 79%) It trades at 27x earnings with a 3% cash flow yield. No debt and carries $57 billion in free cash flow this year. Big secular growth in online ads will continue. Their market share in online search remains huge. Also, YouTube is nearly as big as Netflix. Strong balance sheet and the runway is long. Regulatory threats are possible, but that's a long legal process and the market doesn't seem concerned now.

BUY

They beat numbers today, including mortgage loans and investment management businesses. All the Canadian banks are flush with capital. He expects the regulatory to eventually buyback shares and raise dividends, and stocks will rise. Banks are putting those pandemic reserves into earnings. BNS will do well, especially with buybacks and dividend raises.

COMMENT

SHOP vs. Constellation Software E-commerce continues to proliferate our economy, and SHOP grows organically. In contrast, CSU is more of a growth-by-acquisition story, buying software companies to grow in size. Therefore, CSU is safer, but SHOP has much better growth prospects. SHOP recently did a deal with Facebook. SHOP and CSU are apples vs. oranges. SHOP has more pricing power in the stock than people think as they gain market share, but he isn't sure about this with CSU. CSU has great managers and acquire well.

TOP PICK

Price target: 169.22 Euros A merger of a French lens company and an Italian frame company, including brands Ray Banz, Chanel, Prada and Oakley, The lens business is stable and amounts to 66% of their revenues. The merger wasn't easy, but he expects $500 million in cut costs. They bought Grand Vision, and its 7,000 European stores to make them a major player in lenses and frames. Now, their online sales are nearly #1 in this space. The only business where they lack are contact lenses. ESLOY is well-integrated, with many of their businesses #1 in their categories. There's a trend of people needing glasses because of looking at TV and computer screens.

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A Comment -- General Comments From an Expert(A Commentary)

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