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 ADM-N, PHM-N, BNTX-Q, VZ-N, CVS-N, T-N are stocks to buy or sell.
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- Invesco QQQ Trust, Series 1 (QQQ-Q)
- AT&T (T-N)
- CVS Health Corp (CVS-N)
- Verizon Communications (VZ-N)
- NVIDIA Corporation (NVDA-Q)
- Amazon.com, Inc. (AMZN-Q)
- Interactive Brokers Group, Inc. (IBKR-Q)
- Coca-Cola Company (KO-N)
- Canopy Growth (CGC-N)
- AMC Entertainment Holdings Inc. (AMC-N)
- eGain Corporation (EGAN-Q)
- Advanced Micro Devices (AMD-Q)
- Dollar General Corp. (DG-N)
- Caleres Inc (CAL-N)
- Applied Materials (AMAT-Q)
AT&T Inc. is an American multinational telecommunications holding company headquartered at Whitacre Tower in Downtown Dallas, Texas. It is the worlds third-largest telecommunications company by revenue and the third-largest provider of mobile telephone services in the U.S. Social media mentions are up 300% in the past 24h.
Verizon Communications Inc., commonly known as Verizon, is a multinational telecommunications conglomerate and a corporate component of the Dow Jones Industrial Average. The company is headquartered at 1095 Avenue of the Americas in Midtown Manhattan, New York City, but is incorporated in Delaware. Social media mentions are up 1025% in the past 24h.
The $28 billion biotech just received FDA approval of their updated COVID vaccine. It trades at 6x earnings, 1.3x book and supports a 23% ROE. We like that cash reserves are growing, while shares are bought back and debt is retired. We recommend placing a stop-loss at $100, looking to achieve $161 -- upside potential of 40%. Yield 0%
(Analysts’ price target is $161.34)The US homebuilder saw a 24% increase in new orders over the year and 2nd quarter revenues were up 8% to over $4 billion. It trades at 7x earnings, 1.7x book and supports a 31% ROE. We like that cash reserves are growing, while debt is aggressively retired and shares bought back. We recommend a stop-loss at $65, looking to achieve $97 -- upside potential of 23%. Yield 0.8%
(Analysts’ price target is $97.27)The large US agricultural player is investigating a joint venture with PSX to produce a low carbon jet fuel. A recent plant outage in Illinois will see processing of corn back up soon. It trades at 12x earnings, 1.7x book and supports a 16% ROE. We recommend a stop-loss at $67, looking to achieve $99 -- upside potential of 22%. Yield 2.1%
(Analysts’ price target is $99.08)If you look at the S&P Tech Index as a whole, it's trading at multi-year, multi-decade valuations. Price to sales ratio is back to 1999-2000 levels. We know what happened after that dot.com bubble, when the tech market dropped about 82%. Not that that's going to happen, but you have to be very careful and selective when choosing technology names.
Bond yields have jumped up a bit in the last little while, oil prices are above $90 or so, and these are going to be headwinds against the market. That being said, he remains pretty constructive.
Inflation is cooling pretty quickly, down to about 3.7%. Yes, it was higher YOY as reported yesterday, but the core inflation is still looking pretty decent, and way below the highs last summer of 9.1%. He anticipates the BOC and the Fed to stabilize rates, pause their tightening cycle, and hopeful start to lower rates mid- or late next year. Stable interest rates are good for both equity and bond markets.
Analysts are increasing S&P 500 estimates, seeing better than expected economic data, labour force is stronger than expected, US consumer remains robust.
It could, but the bond market will still look out where the economy will land in 12-24 months. Expects a bit of a soft patch in the next quarter or two. We've sidestepped a deep recession or contraction, and equity markets look ahead 6-18 months to see where the economy will be. That's why markets are responding decently, despite August and September being weaker historically.
62% tech, with the rest being in consumer discretionary, healthcare, etc. Trading about 30x PE, 4.7x price to sales, which is above the 10-year average of 26x PE and 3.8x price to sales. Elevated valuation. He'd prefer the general NASDAQ index over just the tech index. Cost is 39 bps, a portion in your portfolio could make sense.
Having iPhone as a major component of revenue poses a problem, considering each new iteration is not all that different. 27x forward earnings for a 10% EPS growth rate. Quality and value, given balance sheet and cashflow. 2.7x PEG ratio, not inexpensive. 7x forward price to sales, not cheap. China's restriction on iPhones is a headwind.
