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Being debt free and the largest independent oil and gas producer in Colombia, we reiterate PXT as a TOP PICK. The company has demonstrated over 15% annual growth in per-share production and reserves over the past five years. Cash reserves are growing, while shares are bought back. It trades at 5x earnings, 1.2x book and supports a 35% ROE. We continue to recommend a stop-loss at $24, looking to achieve $35 -- upside potential of 30%. Yield 3.1%
(Analysts’ price target is $34.91)Premium content
We reiterate SHEL as a TOP PICK. The new CEO re-committed to deploying capital into the highest returns that play to their strengths. This is after the previous CEO vowed to reduce production annually through 2030. Cash reserves are growing and the company is generating $45 billion in free cash flow annually. It trades at 6x earnings, at book value, and supports a 23% ROE. We continue to recommend a stop-loss at $55, looking to achieve $72 --upside potential of 22%. Yield 1.8%
(Analysts’ price target is $72.40)Premium content
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Our PAST TOP PICK with ZTL 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 14%, when combined with our previous recommendations.
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Our PAST TOP PICK with TLT has triggered its stop at $100. To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 6%, when combined with our previous recommendations.
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The investment seeks investment results that generally correspond to the price and yield performance of the index. To maintain the correspondence between the composition and weights of the securities in the trust (the "securities") and the stocks in the NASDAQ-100 Index®, the adviser adjusts the securities from time to time to conform to periodic changes in the identity and/or relative weights of index securities. The composition and weighting of the securities portion of a portfolio deposit are also adjusted to conform to changes in the index. Social media mentions are up 5000% in the past 24h.
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minneapolis-based target corporation (nyse: tgt) serves guests at over 1,800 stores and at target.com. since 1946, target has given five percent of its profit to communities, which today equals millions of dollars a week. for more information, visit target.com/pressroom. for a behind-the-scenes look at target, visit abullseyeview.com or follow @targetnews on twitter.
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Kellogg Company strives to enrich and delight the world through foods and brands that matter. Company's beloved brands include Pringles®, Cheez-It®, Special K®, Kellogg's Frosted Flakes®, Pop-Tarts®, Kellogg's Corn Flakes®, Rice Krispies®, Eggo®, Mini-Wheats®, Kashi®,RXBAR®, MorningStar Farms® and more. Net sales in 2019 were approximately $13.6 billion, comprised principally of snacks and convenience foods like cereal and frozen foods. Kellogg brands are beloved in markets around the world. Kellogg is also a company with Heart & Soul, committed to creating Better Days for 3 billion people by the end of 2030 through our Kellogg's® Better Days global purpose platform. Social media mentions are up 300% in the past 24h.
Expects more volatility. We're jumping from data point to data point. Every time something's announced, the markets take that as an indicator of what's next to come. This morning we got ADP numbers from the US at 497K, with the estimate being 225K, wildly higher. This number measures the private sector estimate of job growth in the US.
These things create volatility, and that's what we're seeing in markets. The broad market TSX index is up 3-5% YTD, and the S&P's up 15%. These numbers don't really tell the whole story, as we have some really high flyers in both the TSX and the S&P. SHOP is up around 78% YTD, CSU is up in the 40% range. Then you have NVDA and TSLA in the US that are really driving a big part of those returns. Underneath that, you have a broad market that's really quite volatile.
We'll continue to see volatility until we get some clarity from the Fed and other central banks on interest rates.
He ratcheted up his fixed income, and is staying short duration, but hasn't moved a lot in there. If the inflation numbers start to trend down below 3%, the Fed will be reasonably satisfied with that. This is going to take time to churn through. We just have to wait and see how the economy reacts to 5.5% overnight lending rates.
Consumers seem to be very resilient on spending, but that's going to wear thin in time. That's when we're going to feel more comfortable, when the Fed and other central banks see an end to the hiking cycle.
He got it a bit wrong too. He anticipated China to come back much earlier, and clearly that hasn't happened. Still thinks it's possible. China's cut interest rates and there are other measures to come to stimulate that economy. They do need to stimulate the economy, which would in turn drive the resource-centric Canadian economy.
Likes it. It's an inflation story. Some consumers are gravitating away from restaurants and back to buying their own food, so it's a volume story too. Good place to be. Trading at a reasonable 15x earnings, not overly expensive. If you think we're getting into a mild recession, which might be prolonged, this is a safe bet.
Supply chain logistics and tracking solutions. Global, large. Owns a lot of IP, able to leverage it globally. Good story. Really consistent operators. No dividend.
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With recently reported quarterly sales up 28% (to all time highs) and EPS up 83%, we reiterate LNR as a TOP PICK. Global market share is growing as are cash reserves. It trades at 10x earnings and under book value. We recommend trailing up the stop (from $54) to $60, looking to achieve $87 -- upside potential over 20%. Yield 1.2%
(Analysts’ price target is $87.80)