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Latest Stock Buy or Sell? Make More Informed Decisions!

Today, The Weekly Buzzing Stocks by Billy Kawasaki and The Panic-Proof Portfolio (Stockchase Research) commented about whether PSK.TO, TS, VOD, ING, NVDA, K, AMZN are stocks to buy or sell.

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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 200% in the past 24h.

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TOP PICK

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 200% in the past 24h.

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TOP PICK

Nvidia’s invention of the gpu in 1999 sparked the growth of the pc gaming market, redefined modern computer graphics, and revolutionized parallel computing. more recently, gpu deep learning ignited modern ai — the next era of computing — with the gpu acting as the brain of computers, robots, and self-driving cars that can perceive and understand the world. today, nvidia is increasingly known as “the ai computing company.” Social media mentions are up 100% 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

This Netherlands based global bank trades below book value and supports a 25% ROE.  Higher interest rates are helping its bottom line, which has allowed the company to initiate a share buyback program, while it has also retired debt aggressively.  It is paying a good yield, backed by a payout ratio under 50% of cash flow.  We recommend placing a stop-loss at $12.50, looking to achieve $18.00 -- upside potential of 20%.  Yield 4.0%       

(Analysts’ price target is $18.35)
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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

The recently announced proposed merger with another network provider has great upside potential and is called a "game changer" for bringing more competition to the UK mobile market, while allowing economies of scale for a 5G rollout.  The company trades at 9x earnings, under book value, is growing cash reserves, and supports a 20% ROE.  We recommend placing a stop-loss at $8, looking to achieve $13 -- upside potential of 33%.  Yield 0.9% 

(Analysts’ price target is $13.38)
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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

This international producer of steel for the energy industry recently reported a 75% increase in Q1 sales.  It trades at 6x earnings, 1.4x book value and supports a ROE of 22%.  Cash reserves are growing, while debt is retired.  We recommend placing a stop-loss at $26, looking to achieve $42 -- upside potential of 27%.  Yield 1.5%

(Analysts’ price target is $42.62)
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Sep 20/22, Up 46.5%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with PSK is progressing well.  To remain disciplined, we recommend trailing up the stop (from $20) to $23 at this time.  

COMMENT
Markets.

If you go back a year ago, the world was coming to an end, it was disaster. Meanwhile, the S&P is up 22%. What the experts missed was the common sense part, which was that production was really constrained, and demand was far outstripping it. That's not the environment for a recession, and we're still in that. There are still shortages out there, but they're getting better. 

If there's an inventory-type recession, it will probably be 9-18 months from now, when production finally catches up to demand and we start to see excess ordering work itself through the system. Other than that, the day we declare a recession the market will take off, because we'll be in a recovery.

COMMENT
Travel industry.

We've seen the boom come back in travel, and that's been pretty impressive. A lot of money has been recovered in that area. There have been flight delays, but travellers aren't being told they're not going to reach their destinations at all.

SELL

Finally getting back to a pretty good baseline. Uranium industry will take a long time to ramp up. Cameco's mines in Canada are difficult to mine. Kazakhstan is now dominant supplier. Fully valued, at a 10-12 year high, take profits.

HOLD

Great company. Issue is China, as demand hasn't come back and economy's slowing. Is Air Jordan getting old and tired? Competitors are showing up. He believes in the story.

HOLD

Stock's worth around $2. Affected by oil and gas prices lower than last year. Need booming energy prices to get things moving. Renewable diesel plant is great, but scale is quite small, minimal impact on profitability.

PARTIAL SELL

Extremely well run. Moving into software via acquisition, laying people off to save costs. He's been trimming on the way up, leaving him with a 2% weighting.

HOLD

Dividend will be maintained, forecast to grow mildly at 2-3% a year. Major dividend growth holding for him. Selloff directly correlated to rise in interest rates. Issue is ability to grow as we move away from petroleum. Funds with ESG constraints may not buy it.

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