Today, The Panic-Proof Portfolio (Stockchase Research) and Kim Bolton commented about whether META-Q, MSFT-Q, MRVL-Q, TXN-Q, SNOW-N, MSFT-Q, BYL-T, ATVI-Q, SONY, SHOP-T, MU-Q, DIS-N, S-N, AMZN-Q, CRWD-Q, QQQ-Q, SOXX-Q, TOI-X, CSU-T, OTEX-T, IBM-N, CLS-T, E-N, CVG-T, MRD-T, CPG-T, MI.UN-T are stocks to buy or sell.
Inflation in the first half of 2022 was elevated, up to 1.2% one month, but has since fallen to 0.2-0.3% monthly. So, the US Fed will raise rates once or twice to meet their goal of 2% inflation. It's unlikely inflation will spike. Megatech stocks should do okay in earnings season; they're cash machines. Tech stocks are going to moon: inflation is lowering, the AI craze is on.
Likes it. Most software companies are horizontally built, but CSU has vertical silos. Shares have come off a bit. He targets $2,925, so it has a good runway. They 7 silos, including healthcare and manufacturing. They built their acquisitions under those silos vs. other software companies that bring out a software and say it's for the masses.
We reiterate this REIT which owns multi-resident properties across the country as a TOP PICK. With a rising cost of capital, the company prudently terminated an option to purchase an apartment complex, which allowed it to reduce debt and build its cash reserves. It trades under book value and supports a 14% ROE thanks to a 56% operating margin. It pays a good dividend, backed by a payout ratio under 15% of cash flow. We continue to recommend a stop-loss at $13, looking to achieve $19 -- upside potential of 24%. Yield 3.2%
(Analysts’ price target is $19.23)