Latest Stock Buy or Sell? Make More Informed Decisions!
Today, The Weekly Buzzing Stocks by Billy Kawasaki and The Panic-Proof Portfolio (Stockchase Research) commented about whether META-Q, HOG-N, F-N, IEX-N, JPM-N, HD-N are stocks to buy or sell.
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COMMENT
- Idex Corporation (IEX-N)
- JP Morgan Chase & Co (JPM-N)
- Home Depot (HD-N)
- Amazon.com (AMZN-Q)
- Coca-Cola Company (KO-N)
- Meta Platforms Inc (FB-Q)
- Apple (AAPL-Q)
- Microsoft Corporation (MSFT-Q)
- Invesco QQQ Trust, Series 1 (QQQ-Q)
- Tesla Motors Inc (TSLA-Q)
- Advanced Micro Devices (AMD-Q)
- Palantir Technologies (PLTR-N)
- Nvidia Corp (NVDA-Q)
- Gamestop Corporation (GME-N)
- Zim Integrated Shipping Services (ZIM-N)
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TOP PICK
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TOP PICK
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TOP PICK
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TOP PICK
Stockchase Research Editor: Michael O'Reilly We reiterate F as a TOP PICK. The company has received orders for 200,000 EV versions of its popular F150 truck. It trades at only 5x earnings and 1.2x book value. It pays a nice dividend backed by a payout ratio under 20% of cash flow. We like that it has been prudently using some cash reserves to aggressively retire debt early. We continue to recommend a $12 stop loss, looking to achieve $18.50 -- upside potential over 35%. Yield 2.9% (Analysts’ price target is $18.20)
Automotive
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TOP PICK
Stockchase Research Editor: Michael O'Reilly We reiterate HOG as a TOP PICK. The company last month announced a two week production shut down out of an abundance of caution relating to a third-party supplier component. That period has passed now and the stock has rebounded back to where it traded prior to the announcement. We continue to like that it trades at only 9x earnings and 2x book and has a dividend backed by a payout ratio under 20% of cash flow. It has been using cash to aggressively retire debt early and buy back shares. We continue to recommend a stop loss at $28, looking to achieve $51 -- upside over 40%. Yield 1.7% (Analysts’ price target is $51.12)
household goods
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TOP PICK
Stockchase Research Editor: Michael O'Reilly As it trades at a sizable discount currently to its peers, we reiterate FB as a TOP PICK. Valued at only 15x earnings, compared to peers at 21x it is good value here. Recently reported earnings beat expectations and supports a 28% ROE. The company has been dedicating cash towards developing a revolutionary "metaverse" network, but has also been aggressively buying back shares - putting shareholders in a more advantageous position for future growth. Their CEO announced their departure from the company, but will be replaced with someone equally senior. We think the market has now discounted all these factors and it has good upside from here. We recommend trailing up the stop loss (from $165) to $172, looking to achieve $307 -- upside potential over 50%. Yield 0% (Analysts’ price target is $307.30)
Technology
COMMENT
Jamie Dimon's warning of an "economic hurricane". A very vocal CEO, who has his hands on the pulse of the US economy. He also said some positive things, such as loan growth is good and the US economy and consumer are doing well. We all know about the bad stuff. Let's talk about the good. US economy may not grow as much as expected, but it's doing fine. At the beginning of 2022, the only thing we were worried about were supply chain issues. He's hopeful that a lot of bad news is now in the market.
COMMENT
Positive thoughts on the markets. Maybe some of supply issues will be fixed. Maybe the Fed has already done a lot of damage with its actions and communications. Today's warning by MSFT was based on foreign exchange, not on fundamentals of the business. We're jumping the gun on fretting and worries. For long-term investors now's your opportunity, though stocks could go lower. You want to buy when stocks are low, not when everyone wants to own them.
COMMENT
When the economy's thriving, you get inflation. There's no playbook for the type of inflation we have. That's why central banks are freaking out. They're entire being is to knock out inflation and keep unemployment low. It's a "man with the hammer" syndrome, just keep on doing what they're doing. US has 11 million job openings. If we get some inflation prints in the next couple of months that are dramatically lower, that will turn around the market in the second half of the year, and we'll be off to the races. If not, we'll continue to have this choppiness.
BUY
Still a buyer. Subscription software for real estate data, plus platforms for advertising vacancies. Homes.com will soon launch to compete with Zillow, etc. in NA and globally. This launch will hurt earnings a bit, but they have money in the bank from other projects. Higher interest rates shouldn't hurt too much.
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COMMENT
REITs. In a weird spot. Either you're worried about a recession, or you're worried about rising interest rates. Probably don't do well in a rising interest rate environment. Should hold their own if we fall into a recessionary environment. He prefers names like GRT.UN, as industrial REITs are a great place to be.
BUY
Can't go too far wrong as an income play. Revenue growth has been pretty good. Canada's doing great, especially out West where Telus is. Doesn't like the huge capex fibre spend. Looks like being free cashflow positive starting later this year and for the rest of the decade. Expect significant dividend growth.
telephone utilities
