TOP PICK
Recent foray into home healthcare, a blossoming theme with consumers. Great growth, smart acquirers. One of the largest in the US. Post-pandemic will see a focus on healthcare. Yield is 2.14%. (Analysts’ price target is $120.86)
specialty stores
BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Recovery in hospitality segment. New 11-year agreement with Alberta. Valuations cheaper than historic.
other services
BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Restructuring to help significantly. Simplified ring to help debt load. Trading lower than other REITs. Restructuring to help debt load.
property mngmnt / investment
HOLD
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. Sales 30% ahead of estimates. M&A pipeline active, investors expect more. COVID helped sales growth. Impressive quarter results.
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COMMENT
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research. In today’s financial market, it feels as though there are too many economic headwinds to keep track of, and investors and non-investors are all well aware of the pending and actual economic woes. We believe that the business cycle is currently contracting and so are forward earnings. Going forward we expect to see continued weak PMI (Purchasing Managers’ Index) readings, thereby driving the PMI moving average lower.
Unknown
COMMENT
Jay Powell said today that he and the Fed will do anything to get inflation down. Stocks fell on his words, which sound harsh, yes, but will be soothing later. Over the long haul, persistently high inflation punishes stocks, worse than the pain now. There are too many jobs and too many savings out there. It's a brutal way to beat inflation, yes, but necessary. We'll see downward revisions in earnings.
Unknown
BUY on WEAKNESS
A big holding. He almost bought more now. The drug stocks can go lower, but the future for Eli's weight-loss drug is huge and could be good for their Alzheimer's drug. Buy more when it breaks $280s.
biotechnology / pharmaceutical