Latest Stock Buy or Sell? Make More Informed Decisions!
Today, The Panic-Proof Portfolio (Stockchase Research) and The Weekly Buzzing Stocks by Billy Kawasaki commented about whether NVDA-Q, LI-Q, MSFT-Q, MU-Q, GS-N, MRNA-Q are stocks to buy or sell.
- Page 1/3
- Next Page
Premium content
TOP PICK
Stockchase Research Editor: Michael O'Reilly Trading at only 5x earnings, this is one of the least expensive stocks in the S&P500. The company is looking to expand its COVID vaccine in Europe and the US for children under 6 years. Recently reported earnings smashed analyst expectations by over 65% and is generating a ROE over 120%. The company has been prudently using a small portion of cash reserves to help aggressively buy back shares and retire debt. We recommend a stop loss at $120, looking to achieve $228 -- upside potential over 42%. Yield 0% (Analysts’ price target is $228.00)
Pharma & Healthcare
Premium content
TOP PICK
Stockchase Research Editor: Michael O'Reilly This investment bank powerhouse is trading at 6x earnings -- half of its peer group -- and trades at book value. It pays a reasonable dividend backed by a payout ratio under 25% of cash flow. Rising interest rates favour this capital asset management company. We are watching the debt level as it has recently been on the rise, but trust management will exploit its value. We recommend a stop loss at $236, looking to achieve $433 -- upside potential over 45%. Yield 2.69% (Analysts’ price target is $433.46)
investment companies
funds
Premium content
TOP PICK
Stockchase Research Editor: Michael O'Reilly This manufacturer of memory and storage chips is well poised for the the continued expansion of 5G infrastructure and all things internet based. The company stands to benefit substantially from the expansion of AI processing in everything from data warehousing to smart cars. It trades at only 7x earnings and just 1.3x book value. The company continues to build cash reserves while retiring debt. Recently reported earnings beat market expectations and support a 21% ROE. We recommend a stop loss at $45.00, looking to achieve $87.50 - upside potential over 52%. Yield 0.7% (Analysts’ price target is $87.42)
computer software
processing
Premium content
COMMENT
- BlackBerry (BB-T)
- Clover Health Investments Corp (CLOV-Q)
- Li Auto Inc (LI-Q)
- Microsoft Corporation (MSFT-Q)
- Amazon.com (AMZN-Q)
- Nvidia Corp (NVDA-Q)
- JP Morgan Chase & Co (JPM-N)
- Meta Platforms Inc (FB-Q)
- Robinhood (HOOD-Q)
- Advanced Micro Devices (AMD-Q)
- Tesla Motors Inc (TSLA-Q)
- Zim Integrated Shipping Services (ZIM-N)
- Apple (AAPL-Q)
- Invesco QQQ Trust, Series 1 (QQQ-Q)
- Gamestop Corporation (GME-N)
Premium content
TOP PICK
Premium content
TOP PICK
Premium content
TOP PICK
COMMENT
Markets. It's the beginning of putting in a bottom. We put in a bottom in June. We'll consolidate here for a while, maybe with a lift for a bit, and go sideways for a time. If you look at previous bottoms, there's a theme: put in a bottom, consolidate and go sideways, and hopefully the next down move won't be followed by breadth in the market.
COMMENT
Signals that the market's moving higher? Leadership on some of the bigger stocks. Last cycle, it was the FAANGs. This may repeat, or others may lead. Look for stronger and stronger breadth. You're starting to see this with AMZN, GOOGL, and MSFT. They're starting to show relative strength against the market, and that's a good thing.
COMMENT
Areas to invest in now? He's been adding positions that he sold earlier in the year. In the last 2 weeks, he's added 2 Canadian banks. He's adding to positions he lightened up on. Now it's a matter of figuring out where the leadership will come from. Where do you want to be? Where do you not want to be? Quite a rollover in commodities in the last few weeks, so perhaps the bloom is off the rose. It's too early to say, but maybe the main momentum of commodities is over.
