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Today, The Weekly Buzzing Stocks by Billy Kawasaki and The Panic-Proof Portfolio (Stockchase Research) commented about whether PANW, AAPL, SEE, LW, AAL, APTV, NYCB, HOOD, SHOP.TO are stocks to buy or sell.

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TOP PICK

new york community bancorp, inc. (nyse: nycb) is one of the 25 largest bank holding companies in the nation, with assets of over $48 billion and a market cap of over $7 billion. with 270+ branches in metro new york, new jersey, florida, arizona, and ohio, we also rank among the 25 largest depositories in the united states. our mission, to excel in all we do for all we serve, applies across the board to our customers, the communities we are a part of, our employees and shareholders. nycb operates its branches through two banks (new york community bank - member fdic and new york commercial bank - member fdic) with eight local divisions, reflecting our growth through acquisition strategy. Social media mentions are up 800% 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 reiterate APTV, manufacturer of electrical systems bringing greater safety and inter-connectivity to the vehicle mobility space, as a TOP PICK.  Recently reported operating income increased 24% over the year.  The company is prudently using some cash reserves to aggressively buy back shares and retire debt.  We continue to recommend a stop at $67.50, looking to achieve $102 -- upside potential of 21%.  Yield 0%

(Analysts’ price target is $101.64)
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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 AAL following the recent release of earnings, which showed cash reserves growing, while debt  is aggressively retired.  Analysts expect EPS growth this upcoming year of 180% as travel demand continues to grow.  We continue to recommend a stop at $13.00, looking to achieve $17.50 -- upside potential of 18%.  Yield 0%

(Analysts’ price target is $17.50)
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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 LW, North America's leading supplied of fries to McDonalds, as a TOP PICK.  Revenue is up over 12% over the year, EPS growth over the past three years has averaged 23% annually and supports a ROE of 88%.  The company is prudently using some cash reserves to retire debt.  We recommend trailing up the stop (from $69) to $76, looking to achieve $109 -- upside potential of 28%.    

(Analysts’ price target is $108.62)
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Curated by Michael O'Reilly since 2020.
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PAST TOP PICK
(A Top Pick Apr 09/24, Up 10.8%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with SEE is progressing well.  We now recommend trailing up the stop (from $26) to $30 at this time.  

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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 Apr 09/24, Up 8.5%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with AAPL is progressing well.  We now recommend trailing up the stop (from $140) to $165 at this time.  

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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 Mar 12/24, Up 4.5%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with PANW is progressing well.  We now recommend trailing up the stop (from $225) to $260 at this time.  

COMMENT
Forecast well above expectations, or be punished?

Yes, but it's also because markets have gone up so much. It's not about the actual print, but more about the expectation prior to the print and did it meet, exceed, or miss that expectation? That's where you have the emotions that run wild.

COMMENT
Stock markets have to earn their valuations.

We're not looking at valuations in a vacuum. Investors can go to cash, bonds, commodities, real estate, private equity, equities, or other asset classes like collectibles. Cash is no longer trash. You're earning a higher return on cash, there's not this impetus to get out of cash and into something else. 

At the end of the day, asset classes are always competing for participants' money. The question is where is our money going to be treated best on a risk/reward basis?

COMMENT
Earnings for consumer stocks like SBUX, MCD, SHOP, and travel painting a picture of weakness?

That's not a stretch. It's like a roller coaster where things start to go down, and then they go down all at once and you didn't see it coming.

Savings rate in US was lofty in 2021 during Covid when we were all shut in, hitting a high of 20-30%. It's been coming down. What's alarming is that savings levels have come down to what they were in 2005-2007. We know what happened after that.

He's not trying to be an alarmist saying a recession is on our doorstep. What you are seeing is companies like those mentioned saying that the consumer is not willing to spend the way they were before. Revenge travel is not as buoyant as it was last summer. So, what does that all mean?

DON'T BUY

Without a doubt, one of the best investments you could have made. Management is unbelievable. Sound business, wonderful balance sheet. As a value investor, does he really wants to pay 35-40x earnings for the hope that the past will repeat? Much steeper incline at that valuation to repeat the same sort of return.

DON'T BUY

Great company. Smart to expand into snacks, unlike KO, gives diversification. Executes very well. Issue is valuation, 25+ PE range. As a value investor, not interested. Not sure the Ozempic craze is a threat, need to see ramifications.

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