Latest Stock Buy or Sell? Make More Informed Decisions!
Today, The Panic-Proof Portfolio (Stockchase Research) and Ross Healy commented about whether TXG-T, CPG-T, LB-T, KL-T, CUF.UN-T, WEED-T, TRP-T, PFE-N, LB-T, AGI-T, TOU-T, AQN-T, HCG-T, POW-T, CP-T, NTR-T, CCO-T, UPS-N, RTX-N, MTG-N, JEF-N, SAH-N, TDS-N, HRB-N, PENN-Q, LUV-N, DLTH-Q are stocks to buy or sell.
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TOP PICK
Stockchase Research Editor: Michael O'Reilly We reiterate DLTH, a US based retailer of workwear through 62 outlets and a growing online platform, as a TOP PICK. EPS is up almost 9% over the past three years and margins are improving as well. It trades at 14x earnings, compared to peers at 21x and with good growth prospects, it has a PEG ratio under 1.0 -- good value. We continue to recommend a stop loss at $11, looking to achieve $21 -- upside potential over 44%. Yield 0% (Analysts’ price target is $24.65)
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TOP PICK
Stockchase Research Editor: Michael O'Reilly We reiterate LUV as a TOP PICK. Recently reported earnings showed improvements fast than analysts expected. With forward EPS expected at over $2.50 per share, the company is expected to be valued at under 19x earnings. We also like that it has continued to build cash reserves, while paying down debt. We continue to recommend a stop at $42, looking to achieve $64 -- upside potential over 33%. Yield 0% (Analysts’ price target is $63.62)
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TOP PICK
Stockchase Research Editor: Michael O'Reilly We reiterate PENN, a company that operates casinos, resorts, off-track betting and gaming apps, as a TOP PICK. Quarter over quarter earnings are expected to be up 58% with annual EPS expected to be up over 160%, when results get reported early next month. As more states turn to legalizing sports betting to help build revenues themselves, this bodes well for the company that has 44 facilities in the US and Canada. The company was added to the S&P500 Index recently, meaning there will be an underlying need to own it by index builders. We like how cash reserves are growing while debt is being reduced. We continue to recommend a stop loss at $55, looking to achieve $110 -- upside potential over 50%. Yield 0%. (Analysts’ price target is $113.40)
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PAST TOP PICK
(A Top Pick Sep 15/20, Up 55.7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with HRB has triggered its stop at $23. To remain disciplined, we recommend covering the balance of the position at this time. When combined with the previous recommendation to cover half the position, this results in a net investment gain of 45%. We will continue to monitor for another entry point.
other services
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PAST TOP PICK
(A Top Pick Oct 05/21, Down 4.6%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with TDS has triggered its stop at $19. To remain disciplined, we recommend covering the balance of the position at this time. When combined with the previous recommendation to cover half the position, this results in a net investment gain of 3%.
telephone utilities
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PAST TOP PICK
(A Top Pick Feb 18/21, Up 25.4%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with SAH has triggered its stop at $50. To remain disciplined, we recommend covering the balance of the position at this time. When combined with the previous recommendation to cover half the position, this results in a net investment gain of 27%.
Automotive
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PAST TOP PICK
(A Top Pick Aug 27/20, Up 138.9%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with JEF continue to progress well. We recommend trailing up the stop (from $33) to $38. If triggered, this would result in a net combined investment return of 79%, when taking into account the previous recommendation to cover half the position.
Financial Services
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PAST TOP PICK
(A Top Pick Sep 10/20, Up 75.7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with MTG continue to progress well. We recommend trailing up the stop (from $13.00) to $14.75. If triggered, this would result in a net combined investment return of 49%, when taking into account the previous recommendation to cover half the position.
finance
leasing
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PAST TOP PICK
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PAST TOP PICK
COMMENT
Markets. Right now, the market has the bit in its teeth. Q3 earnings are excellent. Market's reaching up toward his target of 4.5x book value of 5250. Not an unwarranted target, as that was the precise peak of the stock market in 2000. It may rise as we get more balance sheets in, as numbers are affected by growth in the balance sheets. As the market gets higher, people are getting complacent, especially looking into 2022. That might be one concerning sign. But right now, that's not the case.
COMMENT
Canaries in the coal mine. He looks at particular sectors and stocks as his personal canaries. For example, FANG stocks, the leaders since 2009. If they break, it will be all over. AMZN might be the stock to signal the end. In the whole Covid selloff, AMZN barely budged. It warrants attention, as it represents poor value, even if it's holding in.
RISKY
Miles and miles ahead of even remotely reasonable value. FMV is 90% below current stock price. Plans for new and refurbished reactors suggests there will be spectacular demand in the future. Pure speculation, but not like Bitcoin. Powerful potential. 2-4% of your portfolio and hold, but don't watch it every day or you'll go nuts.
integrated mines
DON'T BUY
On the balance sheet, 60% is nothing but goodwill, and this concerns him. Cost pressures such as natural gas put pressure on the stock. Global warming suggests farmers want fertilizer to increase production to offset effects of the weather. In the next bear market, balance sheets and the quality of book values will make the difference between survival and wipeout.
agriculture
HOLD
Rails in general are very highly valued because management has increased their efficiencies. FMV is about 22% lower than the current price. It's had a nice bounce. Next technical target is $112. Somewhat speculative now. Management will need to work hard on KSU integration to justify expensive stock price.
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