Today, Brett Girard, CPA, CA, CFA and Jim Cramer - Mad Money commented about whether TSLA-Q, AAPL-Q, MDT-N, ENB-T, SPRY-Q, ABX-N, DIS-N, NFLX-Q, SMCI-Q, PGR-N, TSLA-Q, VZ-N, ATD-T, NEE-N, BN-T, HDB-N, OTEX-T, LFUS-Q, JPM-N, CAE-T, TECK.B-T, SNPS-Q, AMZN-Q, TD-T, BNS-T, DHR-N, TRP-T, FFH-T, NTR-T, CIGI-T, SMCI-Q, NVO-N, BCE-T, BCPC-Q, AMD-Q, BAC-N, C-N are stocks to buy or sell.
Their software is powering Nvidia to make GPU chips. SNPS shares have run up as a result, though weakened in the past month. Price-to-cash flow is estimated to fall between 2025 and 2026, so the street expects the company to grow a lot. He believes AI will continue to grow. SNPS's valuation isn't extreme like others in AI.
The own assets essential to the global economy which buffers the company from volatile macro events. Despite a challenged private equity fundraising environment, BN has done well by raising $143 billion the past year. that they will deploy into various funds and create returns which are inconsistent and lumpy though. They raised their dividend by 8% last February, and grew 14% annually over the past 10 years. This is good for retirement.
(Analysts’ price target is $64.86)Have 17,000 locations globally and they just bought a company that gives them a presence in Germany and Belgium. 7-11 is 5x larger, but there's a lot of room for ATD to grow, because 60% of convenience stores globally are run by Mom and Pops. They were disciplined in 2020-1 and are now buying companies strategically. Half their business comes from non-gas, so they're adding car washes and fast food restaurants. The dividend has grown 23% annually over the last 10 years.
(Analysts’ price target is $86.29)
He prefers Microsoft. AI is here to stay, but valuations of these tech names have gotten ahead of themselves. Amazon is still growing with strong third-party ads and a cloud presence.