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 AMC-N, AVGO-Q, BNS-T, AMGN-Q, NFLX-Q, ABR-N, BNS-T are stocks to buy or sell.
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Stockchase Research Editor: Michael O'Reilly During this period of market uncertainty, we reiterate BNS as a TOP PICK. Canadian chartered banks are the class to hold -- especially when they are on sale. Trading at only 9x earnings and at 1.25x book value, it is good value here. Recently reported earnings beat analyst expectations for the 7th consecutive quarter and support a 15% ROE. It pays a great dividend, backed by a payout ratio under 50% of cash flow. We are recommending sliding the stop loss (from $67.50) to $61.50, targeting $87 -- upside potential over 21%. Yield 5.49% (Analysts’ price target is $86.93)
banks
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Stockchase Research Editor: Michael O'Reilly This US based REIT has increased its dividend annually by 16% over the past 5 years. It trades at 8x earnings and just above book value. The company focuses on multi-family units and provides its own lending services. Rising interest rates aids their bottom line. Recent earnings beat expectations by 30% and support a 17% ROE. Its dividend has grown for 8 consecutive years and is at a manageable payout ratio under 80% of cash flow. Normally dividend yields of this level are not sustainable, but the cash flow supports its level. We recommend setting a stop loss at $11, looking to achieve $20 -- upside potential over 30%. Yield 10.5% (Analysts’ price target is $20.33)
REAL ESTATE
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Stockchase Research Editor: Michael O'Reilly NFLX is introducing a new ad-based subscription tier that it expects will add subscribers and aid the bottom line. Recent earnings beat expectations and support a ROE of 30%. It has used some cash reserves to prudently retire debt. We recommend placing a stop loss at $200, looking to achieve $300 -- upside potential over 28%. Yield 0% (Analysts’ price target is $298.58)
Technology
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Bank of Nova Scotia engages in the provision of financial products and services, including personal, commercial, corporate, and investment banking. It operates through the following segments: Canadian Banking, International Banking, Global Banking and Markets, and Other. The Other segment includes group treasury, smaller operating segments and business line elimination items. The company was founded on March 30, 1832 and is headquartered in Toronto, Canada. Social media mentions are up 1400% in the past 24h.
banks
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Broadcom Inc., a Delaware corporation headquartered in San Jose, CA, is a global technology leader that designs, develops and supplies a broad range of semiconductor and infrastructure software solutions. Broadcom's category-leading product portfolio serves critical markets including data center, networking, enterprise software, broadband, wireless, storage and industrial. Broadcom Inc solutions include data center networking and storage, enterprise, mainframe and cyber security software focused on automation, monitoring and security, smartphone components, telecoms and factory automation. Social media mentions are up 400% in the past 24h.
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AMC is the largest movie exhibition company in the United States, the largest in Europe and the largest throughout the world with approximately 1,000 theatres and 11,000 screens across the globe. AMC has propelled innovation in the exhibition industry by: deploying its Signature power-recliner seats; delivering enhanced food and beverage choices; generating greater guest engagement through its loyalty and subscription programs, web site and mobile apps; offering premium large format experiences and playing a wide variety of content including the latest Hollywood releases and independent programming. Social media mentions are up 375% in the past 24h.
entertainment services
COMMENT
Markets. Constructive. If you look backward, there have been dozens of bottoms since he started in the business, and there's a great rhyme to these things. June lows were probably the bottom, though we may test them again. Great opportunity to start putting some money to work that you've had on the sidelines. He has about 20% in cash, and he's been trickling it in as the market gives him opportunities to do so.
COMMENT
Sectors. Old economy vs. new economy. For growth, you want to be in the new economy. Old economy is going to be a tougher slog, because the growth isn't there. Though you can have some investments in the old economy, the growth orientation has to shift to new economy names and away from the names that have been used for the last 20-30 years.
COMMENT
Renewable energy. It's a part of his portfolios, but not a big part. Real test this winter in Europe, as they spent billions on infrastructure in renewables. Hopefully, it will pay off. The worst scenario for them is cold and calm, vs. chilly and windy. Chilly means they won't have to use all the power they've stockpiled. Windy means they can take advantage of all their wind farms. It's certainly the future, and will grow as we move forward, but it's not the only game in town.
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FNV vs. WPM A great way to play the gold market and to structure some of the commodity cycles. Not exposed to costs, just takes a royalty stream off the top. FNV is the go-to stock. WPM has great leverage once they start to torque up. Six of one, half a dozen of the other. Look at valuations and decide which one you think is cheapest.
precious metals
COMMENT
Royalty streams vs. gold miners. The miners are very cheap. The question is what's going to happen to the commodity, because you have to make your call on it before you look at the businesses. If the price of gold goes sideways, those companies won't do much. Right now, he likes stocks better than royalties. Royalty companies are better to have once things get going. Stocks like AEM, NGT and ABX are really down, and that's a better way to play now.
