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Latest Stock Buy or Sell? Make More Informed Decisions!
Today, The Panic-Proof Portfolio (Stockchase Research) and Jamie Murray commented about whether EADSY, LNR.TO, ATZ.TO, NIO, CRSP, SHOP.TO, LLL.TO, DOO.TO, NTR.TO, TPZ.TO, UL, NA.TO, CTS.TO, AMZN, DLTR, GSK, F, MG.TO, DVN, AVGO, ADBE, AC.TO, BMY, VRTX, WLK, TOU.TO, MMM, ARX.TO, PLAY, MOS, WBA are stocks to buy or sell.
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BUY
A big recovery in travel is already happening. AC enjoys a duopoly with Westjet and will manage well against the discount airlines. When cross-border travel returns in the next few years, AC will do very well. Airlines were loved by investors before Covid and he expects that to return.
Transportation
WATCH
A leader in creative digital marketing. Subscription-based products lead to predictable cash flows and 15% revenue growth. High gross margins around 80% in software, too. It trades at 32x earnings, far better than the former 50x a year ago. He owns Google and Meta instead, but Adobe's PE is getting attractive.
Jamie Murray No
computer softwareprocessing
BUY
They've succeeded the last decade by fining less-competitive markets in memory and storage for semis, so it's less volatile than tech. Meanwhile, they're adding a software strategy by buying slow-growth infrastructure companies, which overlaps their existing customer base in networking and infrastructure, so this reduces their sales costs. They just bought VMware which will be accretive. Great stock, though he has taken some profits recently. Tech is still attractive.
Jamie Murray Owned
0
BUY
They're spinning off their consumer products division, so GSK has historically traded at a discount with slower growth than other drugmakers. New management has turned around the pharmaceuticals side and make good consumer products. Aging populations in the west is a tailwind.
Jamie Murray Owned
biotechnologypharmaceutical
PAST TOP PICK
(A Top Pick Jul 12/21, Up 61%) He just sold all shares to buy SBUX. Last summer, DLTR was strongly hit by supply chain problems, but they raised prices from $1 and integrated products from Family Dollar that they bought. An activist accelerated these moves.
Jamie Murray No
merchandisinglodging
PAST TOP PICK
(A Top Pick Jul 12/21, Down 34%) Their problems are short term and he's holding on. AWS continues to deliver high margins and revenues growth. A slowdown in cloud spending is possible, but he expects robust demand. A concern is their retail side, probably hitting the worst last quarter due to a physical goods overhang after two years of being understaffed (so are now letting go staff as Covid ends). They should return to positive EBIT in the next two years.
Jamie Murray Owned
specialty stores
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