Latest Stock Buy or Sell? Make More Informed Decisions!

Today, The Weekly Buzzing Stocks by Billy Kawasaki and Stockchase Insights commented about whether BAM.A-T, SU-T, KXS-T, PAAS-T, GRPN-Q, PXD-N are stocks to buy or sell.

premiumPremium content

🔒 Premium Content Alert – This buzzing stock opinion is accessible only to Stockchase Premium

Discover an exclusive list and analysis of the stocks that are trending on social medias—accessible only to our Premium subscribers. With a keen focus on the stocks that are setting social media ablaze, this weekly feature offers an invaluable lens through which to evaluate market movers. Say goodbye to the endless scroll through social media timelines; we curate the buzz so you can invest your time as wisely as your money. Unlock Premium Now.

TOP PICK
New entrance in the trending stocks. Operates silver mines across the Americas. World's largest silver producer and holds largest silver reserves globally. Missed their estimated earnings by 50%. Lots of social media mentions due to the earnings report as well as investors wanting to get more exposure to commodities during the current geopolitical tensions.
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Has done a round trip over the last year Double digit top-line growth rate that is expected to grow in 2022. Gross margins are in the 60% range. Balance sheet is also strong. The focus on supply chains will be good for the company. Earnings have been volatile, and valuation is still elevated. Likes the company. Unlock Premium - Try 5i Free

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. As an integrated company, it has less leverage to rising prices compared to a pure producing company. It is still up 47% in the past years. Investors are selling on news and many energy stocks declined yesterday. Generally still doing very well. Unlock Premium - Try 5i Free

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Fine with adding today. The rising rates will influence the valuation some what, but BAM’s assets have some positive benefits in an inflationary environment. Has huge capital available to make deals to support valuation if it gets too low. 16x earnings right now, which is quite attractive. Unlock Premium - Try 5i Free

COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Hard to say how much cash each person should hold. Around 5% would be a good minimum and 20% being the max. Keep cash at sleep at night levels. Higher risk portfolios should have higher cash reserves too. Unlock Premium - Try 5i Free

COMMENT
Ukraine, rising interest rates and pandemic creating volatile markets. Best plan for investors is to focus on individual companies with good long term prospects. Double check your portfolio to ensure not exposed to problems in Ukraine.
COMMENT
Opportunities in small/mid-sized companies that have been overlooked the past few years. New asset classes such as Bitcoin with no tangible assets/earnings will be risky. Air being let out of market as low interest rates(free money) begins to reduce. Focus on value investments that operate in non-cyclical industries. Lots of speculative assets such as real estate positioned for a correction.
TOP PICK
Strong business performance with recent supply chain problems. Share price should be around $60-70 (currently trading at $45). Only company on TSX that provides exposure to port infrastructure. Expecting record financial results. Strong environmental division involved in soil remediation. 12-13x P/E trading multiple. Business has very high barriers to entry.
TOP PICK
One of the cheapest stocks on TSX. Recent financial results were excellent with improved margins. Strong demand for nuclear energy. Trading at 50% of "net-book value". Expects company to start buying back shares. Believes value of shares to be ~$20.
TOP PICK
39% market share of French news broadcasting in Quebec. Very low valuation (one of lowest on TSX). Company generating large amounts of cash (~$80 million) annually. Low valuation presenting buying opportunity. Expecting company to be privatized, but will require patience.
PAST TOP PICK
(A Top Pick Mar 22/21, Down 34%) Company had tough time during pandemic. Margins not as strong as expected (rising packaging/shipping costs). Expecting strong rebound in sales as pandemic ends. Launching new products (spirits etc.). ~12 P/E stock price presents buying opportunities. Well managed company with strong free cash flow.
PAST TOP PICK
(A Top Pick Mar 22/21, Down 39%) Company has suffered during pandemic (travel restrictions). Benefiting from massive infrastructure spending on wireless technology. Company has record backlog of projects. New CEO is doing good job improving company. Company insiders bough $15 million in stock recently.