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Today, The Weekly Buzzing Stocks by Billy Kawasaki and The Panic-Proof Portfolio (Stockchase Research) commented about whether ZIM, NVDA, PSK.TO, TSU.TO, WCP.TO, MCD, MAIN, AVYA are stocks to buy or sell.

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TOP PICK

Businesses are built by the experiences they provide, and every day millions of those experiences are delivered by Avaya Holdings Corp.. Avaya is shaping what's next for the future of work, with innovation and partnerships that deliver game-changing business benefits. Tha Company's cloud communications solutions and multi-cloud application ecosystem power personalized, intelligent, and effortless customer and employee experiences to help achieve strategic ambitions and desired outcomes. Together, it is committed to help grow its customer's business by delivering Experiences that Matter. Social media mentions are up 1750% in the past 24h.

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🔒 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
Main Street is a principal investment firm that primarily provides long-term debt and equity capital to lower middle market companies and debt capital to middle market companies. Main Street's portfolio investments are typically made to support management buyouts, recapitalizations, growth financings, refinancings and acquisitions of companies that operate in diverse industry sectors. Main Street seeks to partner with entrepreneurs, business owners and management teams and generally provides 'one stop' financing alternatives within its lower middle market portfolio. Social media mentions are up 417% in the past 24h.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly The oil and gas producer just closed on a $1.9 billion acquisition of 32,000 boepd in the Montney and Duvernay shale regions - highly prolific areas. This gives the company another 2000 drilling locations. Recently reported earnings beat expectations by 18% and the company trades at under 1.5x book value. We recommend placing a stop loss at $7.00, looking to achieve $14.50 -- upside potential over 50%. Yield 2.8% (Analysts’ price target is $14.61)
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly This specialty insurance company, focusing on surety bonds, corporate and fee based insurance services, recently reported earnings 30% above analyst expectations and a ROE over 27%. It has a conservative balance sheet supported by an investment grade rating. Expectations are that next years earnings will be another 50% higher. Forward PE is projected at 16x earnings. We recommend setting a stop loss at $26, looking to achieve $46 -- upside potential over 30%. Yield 0% (Analysts’ price target is $56.00)
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly As a royalty, the company avoids the capital investment treadmill of a traditional oil and gas producer. Yet it has tripled its acreage exposure over the past eight years and has used its free cash flow to rapidly pay down debt. Even at $50 WTI prices, the company will produce sufficient free cash flow to allow it to expand its portfolio further. We recommend setting a stop loss at $14.50, looking to achieve $22.50 -- upside potential over 27%. Yield 2.68% (Analysts’ price target is $22.21)
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jul 21/22, Down 22.4%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with NVDA has triggered its stop at $140. To remain disciplined, we recommend covering the position at this time.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Aug 25/22, Down 16.5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with ZIM has triggered its stop at $40. To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 11%, when combined with the previous buy recommendation.
COMMENT
Fourth straight day of decline in equities. Rally that started after the rout in June is looking more like a bear market rally, unfortunately. We've rolled over and are at least likely to test the lows. Sparked by the Fed. Notion of a pivot was taken off the table. Fed is going to raise rates and hold them there for a time, which has changed the narrative on stocks. Bond market wasn't all that fussed about it, until the last couple of days.
COMMENT
Stagflation. Where inflation is high and sticky, but growth is slowing. Q2 earnings reports didn't show a big degradation in earnings. But the challenge is the outlook is getting worse, and guidance and analysts' estimates are starting to materially decrease. The one good August CPI print at 8.5% came down only because of energy, which is pretty volatile and already seems to be on its way back up. Inflation could just as easily reverse the other way. Stagflation is a very tough environment for equities.
COMMENT
Timeline of a downturn. If we're going into a typical recession, which seems more likely, earnings could decline by 15%, and it takes 18 months for that recession to run its course. Stocks start to discount the end of the recession 6 months earlier. Spring/summer next year could see the market finding a bottom.
SHORT
Lots of hype on lithium. Auto industry needs a ton. Challenge is many companies aren't profitable yet, and the valuations are very expensive due to hype. He's slightly short the stock. Positive trend, but expensive valuation and very volatile. No cashflow.
DON'T BUY
Middle of the pack. Somewhat expensive. No issue with net debt. Mission critical. Trend is neutral.
COMMENT
Factors for picking stocks. Positive momentum, reasonable valuation, lower volatility or stable. He doesn't have buy or sell targets. It's a matter of is the stock starting a new uptrend, and is it cheap enough? He never picks a bottom or top. He wants cheap, rising, and stable.