Latest Stock Buy or Sell?
Today, The Panic-Proof Portfolio (Stockchase Research) and Bruce Campbell (2) commented about whether TCN-T, VRNO-CSE, AVN-X, BIGG-CSE, GRN-T, CMC-X, SKLL-CSE, T-T, LIF-T, NDVA-X, GSY-T, DND-T, TVE-T, GDNP-X, RHT-X, BYD-T, MEND-CSE, LSPD-T, SGY-T, FUEL-CN, CURLF-OTC, BIG-N, LZB-N, MRK-N, NWSA-Q are stocks to buy or sell.
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TOP PICK
Stockchase Research Editor: Michael O'Reilly We reiterate, NWSA (a $13 billion market cap paper and digital publishing company, operating such brands as Dow Jones, MarketWatch, and the New York Post) as a TOP PICK. Recently reported earnings beat analyst expectations by 75%. The company just announced a $295 million all cash acquisition of a chemicals data analysis company to go along with its purchase of OPIS - a major energy market pricing service. It trades at under 1.5x book and pays a small dividend, backed by a payout ratio of under 25% of cash flow. We continue to recommend a stop loss at $18, looking to achieve $32 -- upside potential over 40%. Yield 0.88% (Analysts’ price target is $31.91)
publishing / printing
$22.745
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TOP PICK
Stockchase Research Editor: Michael O'Reilly This $195 billion marketcap global drug manufacturer has just received FDA emergency approval for an oral COVID-19 treatment and is reiterated as a TOP PICK. Japan just committed to 200,000 doses of the new pill. Trading at 11x forward earnings, compared with its peers at 19x, it is good value here. It pays an excellent dividend, backed by payout ratio under 50% of forward cash flow. We recommend trailing up the stop (from $65) to $70, looking to achieve $92.50 -- upside potential of 19%. Yield 3.59% (Analysts’ price target is $92.31)
biotechnology / pharmaceutical
TOP PICK
Stockchase Research Editor: Michael O'Reilly We again reiterate LZB as our TOP PICK. Recently reported earnings beat analyst expectations by 16% and it is managing a respectable ROE of 17%. It trades at 13x earnings compared to peers at 17x and is valued at just over 2x book. It pays a nice dividend, backed by a payout ratio at under 25% of cash flow. We continue to recommend a stop loss at $30, looking to achieve $52.50 -- upside potential over 40%. Yield 1.83% (Analysts’ price target is $52.50)
Consumer Products
PAST TOP PICK
(A Top Pick Dec 08/20, Up 14.5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with BIG is progressing well. We recommend setting a trailing stop at $45. If triggered, this would result in a net investment gain of 13%, when combined with our previous recommendation to cover half the position.
department stores
COMMENT
Prediction for 2022. Continued volatility. Underlying economy has been fairly strong but we'll be comparing it to past strong performances, supply chain issues, Covid variants. All make it difficult for investors to figure out what's working and what's not.
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COMMENT
Tempted to reduce equity weighting? Not yet. But we have seen rotation in terms of quality. Some of the smaller caps that he invests in haven't done very well this year. He has been looking at more defensive companies. Right now, he has a barbell approach in his portfolios.
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COMMENT
Cannabis. Rough year in both Canada and the US. Not a lot of catalysts or uptrends. Canada supply/demand issue, with too much supply and not enough demand. In US, delay in legalization, so there was a selloff. Tax-loss selling has taken the sector down.
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