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Today, The Weekly Buzzing Stocks by Billy Kawasaki and The Panic-Proof Portfolio (Stockchase Research) commented about whether CNQ.TO, CVX, MRE.TO, AMZN, ABC, IBKR are stocks to buy or sell.

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TOP PICK

Interactive Brokers Group affiliates provide automated trade execution and custody of securities, commodities and foreign exchange around the clock on over 135 markets in numerous countries and currencies, from a single IBKR Integrated Investment Account to clients worldwide. The company services individual investors, hedge funds, proprietary trading groups, financial advisors and introducing brokers. Interactive Brokers Group's four decades of focus on technology and automation has enabled them to equip clients with a uniquely sophisticated platform to manage their investment portfolios. The company strives to provide clients with advantageous execution prices and trading, risk and portfolio management tools, research facilities and investment products, all at low or no cost, positioning them to achieve superior returns on investments. Social media mentions are up 160% in the past 24h.

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TOP PICK

Amerisourcebergen is driving innovative partnerships with global manufacturers, providers and pharmacies to improve product access and efficiency throughout the healthcare supply chain and enhance patient care. as the leader in global sourcing and distribution, we source and distribute brand, generic, specialty, otc pharmaceuticals and other healthcare products. we increase the effectiveness and efficiency of your supply chain by ensuring products are delivered securely, consistently and cost-effectively, improving product access for pharmacies, providers and patients. our pharmacy solutions result in greater operational efficiency, cost control, growth opportunities and patient safety. our provider solutions drive operational efficiency, financial performance and improve quality of care. our manufacturer solutions maximize success at every stage of the product lifecycle. amerisourcebergen. where knowledge, reach and partnership shape healthcare delivery. Social media mentions are up 200% in the past 24h.

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TOP PICK

Amazon is guided by four principles: customer obsession rather than competitor focus, passion for invention, commitment to operational excellence, and long-term thinking. Customer reviews, 1-Click shopping, personalized recommendations, Prime, Fulfillment by Amazon, AWS, Kindle Direct Publishing, Kindle, Fire tablets, Fire TV, Amazon Echo, and Alexa are some of the products and services pioneered by Amazon. Social media mentions are up 67% 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

We again reiterate MRE as a TOP PICK.  The auto industry supplier last reported record all-time sales and growing cash reserves as it retired debt.  It trades at 7x earnings and under book value.  Its dividend is backed by a payout ratio under 15% of cash flow.  We continue to recommend a stop-loss at $11, looking to achieve $19 -- upside potential of 40%.  Yield 1.4%

(Analysts’ price target is $19.38)
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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

We reiterate CVX, one of the world's largest integrated energy companies, as a TOP PICK.  With WTI prices high enough to generate impressive free cash flow, the company intends to focus on its primary asset in the Permian basin, where economics are well known.  This allows the company to maintain a ROE over 20% and to pay a good dividend backed by a payout ratio under one-third of cash flow.  We continue to recommend a tight stop at $150, looking to achieve $188 -- upside potential of 18%.  Yield 3.6%  

(Analysts’ price target is $188.13)
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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

We reiterate CNQ, Canada's largest oil and gas company, as a TOP PICK.  Trading at 10x earnings and 2.1x book value, it supports a ROE of 25%.  The dividend has grown annually by 20% for over 20 years and is backed by a payout ratio under 40% of cash flow.  We recommend trailing up the stop (from $67) to $70, looking to achieve $90 -- upside potential of 17%.  Yield 4.2%

(Analysts’ price target is $90.45)
HOLD

Rallied when Democrats got into power, got ahead of itself. Higher interest rates have been a headwind. Likes it. Quite large, global player, involved in different sources of renewable energy. Westinghouse gives them niche entry into nuclear. Most cashflows are inflation-protected. Relatively attractive yield of 4.5%.

BUY

Likes the space for income. Yield of 5.7%. Expects a bit of capital appreciation. Rogers buying Shaw may increase competition. Immigration should offset short-term price competition. She owns BCE for the higher yield of 6.6%. 

BUY

Likes the space for income. Expects a bit of capital appreciation. Rogers buying Shaw may increase competition. Immigration should offset short-term price competition. Yield is 6.6%. 

TRADE

Airline stocks are trading vehicles at best, not long-term investments. Very cyclical. Costs like fuel and labour are beyond their control. Lower fuel costs are a tailwind, and demand is strong right now. 

BUY ON WEAKNESS

Core holding for her, she trims when it gets pricey. Recent acquisition will broaden client base. Never inexpensive. US infrastructure bill is a tailwind. She buys on pullbacks.

COMMENT

Thinks all big 6 Canadian banks would be interested in buying it. A purchase will be accretive and lower LB's cost of capital.

PAST TOP PICK
(A Top Pick Jul 19/22, Down 29%)

Yesterday down 25%. Revenue guidance brought down on weakening consumer base. This further depresses operating margins from already increased costs for warehousing, store openings, and inflation. Market's questioning management credibility. She believes in its long-term growth potential.

PAST TOP PICK
(A Top Pick Jul 19/22, Down 9%)

Office real estate is the overhang. They have many other divisions. Trades at discount to NAV. She'd buy at these levels. Lots of deployable capital to take advantage of global opportunities.