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 RPI.UN.TO, HY, VEON, ESEA, ABBV, NVDA, AMR are stocks to buy or sell.
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Alpha metallurgical resources (nyse: amr) is a tennessee-based mining company with operations across virginia and west virginia. with customers across the globe, high-quality reserves and significant port capacity, alpha reliably supplies metallurgical products to the steel industry. alpha metallurgical resources is committed to operating safely, efficiently, and responsibly, with customer service second-to-none and an ongoing focus on continuous improvement. Social media mentions are up 300% in the past 24h.
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AbbVie Inc. is a pharmaceutical company headquartered in North Chicago, Illinois. It is ranked 6th on the list of largest biomedical companies by revenue. Their primary product is Humira (adalimumab) ($21 billion in 2022 revenues, 37% of total), administered via injection. It is approved to treat autoimmune diseases including rheumatoid arthritis, Crohns disease, plaque psoriasis, and ulcerative colitis. Social media mentions are up 400% in the past 24h.
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ESEA is a Greece based owner and operator of 22 containerships for dry and refrigerated cargoes. The company has just chartered its fifth incremental cleaner fuel ship out or nine planned. It trades at 3x earnings, 1.0x book value and supports a 52% ROE. We like that cash reserves continue to grow, while debt is reduced and shares bought back. It pays a nice dividend, backed by a payout ratio under 20% of cash flow. We recommend setting a stop at $31, looking to achieve $49 -- upside potential of 28%. Yield 5.5%
(Analysts’ price target is $49.50)
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This Amsterdam based provider of digital services has over 150 mobile subscribers operating in six countries -- including keeping Ukraine connected despite cyberattacks. It repaid in full its revolving credit facility, while still growing cash reserves. It trades at 6x earnings, under 2x book and supports a 40% ROE. We recommend setting a stop-loss at $20, looking to achieve $38 -- upside potential over 45%. Yield 0%
(Analysts’ price target is $38.00)Premium content
HY is a Ohio based manufacturer of lift trucks and fork lifts. The company recently reported a record high quarterly operating profit and profit margin. It trades at 9x earnings, 3.2x book and supports a 43% ROE. Its dividend is backed by a payout ratio under 20% of cash flow. We recommend setting a stop-loss at $56, looking to achieve $88 -- upside potential of 18%. Yield 1.7%
(Analysts’ price target is $88.50)Premium content
Our PAST TOP PICK with RPI.UN has triggered its stop at $31. To remain disciplined, we recommend covering the position at this time. When combined with our previous buy recommendation, this will result in a net investment loss of 10%.
Everything's great right now in equity land. Market's are at all-time highs, with pretty broad-based strength across the board. Stick to the winners and let them run. Market's a bit expensive if you look at the PE ratio, but that's driven by the dominance of the Magnificent 7.
Under the surface, lots of value. Interest rates have peaked out. Profit margins and earnings margins are going higher. That's a healthy market, and we should see it higher by the end of the year.
It always comes down to the valuation on the stock. Earnings are what drive the stock. As long as PE ratios are sticking within historical levels, he'd keep holding as long as the earnings outlook is good.
Inflation is starting to come down. Weakness is starting to creep into consumer spending and the labour market. Ultimately, that's what the market and the Fed want to see. Powell was right not to talk about rate hikes, the focus should still be on cuts. When those cuts come through, they'll drive a rebound in the consumer.
Know the companies you own really well, and allocate capital appropriately as you navigate the markets.
Multiple's higher than it's been in last 2-3 years. At a premium to some of the other Mag 7, where there's more growth. Headwinds on device side. Where's growth going to come from? China connection adds uncertainty. Ultimately fine, but not his choice.
Jamie Murray 
"Thesis creep" is when you change your investment thesis to fit what the company's doing. Intelligent management systems for traffic. Buying businesses, winning contracts with US government. Unique small cap. You could hold. Outlook is generally positive, but not for him.
He owns the convertible debentures yielding 6%, gives defensiveness. Well capitalized, bunch of cash on balance sheet.
Jamie Murray 
Great rebound this year. Acquisition spree, overpaid, grandiose ambitions. New CFO has transformed operations. Outlook very solid. Very strong shape financially. Buying back shares, initiated dividend. Cheap at 8-9x earnings. More upside.
Jamie Murray %20-%20http://www.bohemiancoding.com/sketch%20--%3e%3ctitle%3ePath%205%3c/title%3e%3cdesc%3eCreated%20with%20Sketch.%3c/desc%3e%3cg%20id='Page-1'%20stroke='none'%20stroke-width='1'%20fill='none'%20fill-rule='evenodd'%20stroke-linecap='round'%20stroke-linejoin='round'%3e%3cg%20id='mobile'%20transform='translate(-353.000000,%20-32.000000)'%20stroke='%2325292B'%20stroke-width='1.5'%3e%3cg%20id='Group'%20transform='translate(321.000000,%2022.000000)'%3e%3cpath%20d='M33,11%20L36.2928932,14.2928932%20C36.6834175,14.6834175%2037.3165825,14.6834175%2037.7071068,14.2928932%20L41,11'%20id='Path-5'%3e%3c/path%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
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