Latest Stock Buy or Sell? Make More Informed Decisions!

Expectation is that fall season strongest time of year for business. Share price weakness not good for momentum investors. Would wait for stock bottom before buying. $10 or $11 share price a good place to buy. 

Direct exposure to Canadian heave oil. Expecting stock price to increase with higher energy prices. Momentum strongest in energy stocks is May (driving season starts). Would recommend holding stock. 

Bottoming process a good place to buy for investors. Would wait a bit before investing. Not much momentum in company. 

Recent all time high in stock not a bad thing. Momentum good take this stock higher. Over-supply of chips in market a negative. Would recommend a small position. Seasonality a factor - weak time of the year for chip business'.

Recent weakness in share price, not good for momentum. Seasonality a factor - would wait to buy in summer. 

SMCI is set to release earnings on January 30th but the company did release its updated guidance today for Q2. Net sales are expected to come in between $3.6B to $3.65B from what was previously expected at $2.7B to $2.9B. Adjusted EPS is expected to come in at $5.40 to $5.50, upped from the previous projection of $4.40 to $4.88. We continue to like SMCI and the upped guidance has added more fuel to a stock with already strong momentum. There is some concern than margins are being squeezed with higher demand, but the demand is clearly there. Even with today's move it is only 22X earnings. It has excess cash, strong cash flow and EPS could rise 70% this year. We like it a lot. 
Unlock Premium - Try 5i Free

BlackRock Capital Investment Corporation provides middle-market companies with flexible financing solutions, including senior and junior secured, unsecured and subordinated debt securities and loans, and equity securities. Its strategy is to provide capital to meet current and future needs across this spectrum, creating long-term partnerships with growing middle-market companies. BlackRock Capital Investment Corporation is organized as an externally-managed, non-diversified closed-end management investment company and has elected to be regulated as a Business Development Company (BDC) under the Investment Company Act of 1940. Its investment advisor is BlackRock Advisors LLC, a registered investment adviser. This page also adds some information. It is significantly small ($281M) and other than the investment advisor agreement we see no direct connection to BLK. BKCC pays a high yield (10%+) and has been consistently profitable (with high variability) for 10 years. Little growth is expected in the next two years. Two analysts cover it (one HOLD, one SELL, avg. target $3.50). It has a history of missing estimates.  The $3.88 stock was more than $16 15 years ago, and it has not created shareholder value other than the dividend, which has been lowered three times in the past five years. Not much impresses us here. 
Unlock Premium - Try 5i Free

RCH missed 4Q earnings estimates (50c vs 53c expected) and this resulted in National Bank downgrading the stock. Sales of $453M were 2% higher than expected. Margins were reduced by expansion, but this also is setting up future growth. Disappointing results, but not a disaster. 10% growth is still expected in 2024. 
Unlock Premium - Try 5i Free

Dollar-Cost Averaging vs. Lump Sum Investing:

The DCA approach is when cash is invested in equal amounts over a specified time frame or investing a fixed amount from one’s paycheck. An example of what this could look like is if an investor has $100,000 to invest. Instead of putting that whole amount immediately into their portfolio, under a DCA strategy the investor could put $10,000 in at the start of every month for the next ten months, disregarding the price of the desired securities. This approach is ideal for risk averse investors concerned with downside risk and wanting to spread out the timing of investments. If prices drop immediately after the first installment, this approach is beneficial as investors can lower their average cost of shares.

Looking at an LS investment strategy, it is much simpler where the desired full amount of cash is immediately invested. Continuing the previous example of having $100,000 to invest, this would be immediately deployed into the investor’s portfolio/desired securities all in one installment. LS is beneficial for long-term investors who benefit from the potential for higher gains in a market upturn over a DCA investor.

LS investing offers higher upside potential and typically outperforms a DCA investment strategy. Since markets generally display growth in the long-run, investors adopting an LS strategy benefit by injecting their capital in one installment versus incrementally deploying it. Many empirical studies have found this true with LS investing, on average, producing higher annualized returns.
Unlock Premium - Try 5i Free

They report Tuesday. He doesn't see a blowout, because the US dollar has gotten strong and that dollar strongly determines PGH's profits, given their overseas business. If shares get hammered, buy. This is a dividend aristocrat.

They report Tuesday. They've put the lawsuits behind them. Now, they need to develop some new products that turn into blockbusters, like they used to.

They're separating their energy and aerospace businesses. If shares come down just $2-3, he would, but it never does because the CEO is amazing.

They report Tuesday. If they announce any resolution in the talcum powder lawsuits, this stock will jump 10 points.

They report Friday. They have a track record of reporting solid numbers, but then someone points out a bad line item and shares fall. Wait for the second day when some analyst downgrades it to buy./

They report Wednesday. Usually, shares climb after the report, then someone finds fault with a single line item, then shares fall. Buy on the dip the next day.