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 AAL-Q, LVS-N, RMBS-Q, BBW-N, GPRK-Q, CRM-N, ANF-N, GM-N are stocks to buy or sell.
- Page 1/3
- Next Page
Premium content- General Motors Corporation (GM-N)
- Abercrombie & Fitch (ANF-N)
- SalesForce.com Inc. (CRM-N)
- NVIDIA Corporation (NVDA-Q)
- GameStop Corp. (GME-N)
- AMC Entertainment Holdings Inc. (AMC-N)
- Johnson & Johnson (JNJ-N)
- Invesco QQQ Trust Series 1 (QQQ-Q)
- Advanced Micro Devices (AMD-Q)
- Cardiol Therapeutics (CRDL-T)
- Regions Financial (RF-N)
- Emera Inc (EMA-T)
- Tesla Inc (TSLA-Q)
- CAVA Group (CAVA-N)
- CVS Health Corp (CVS-N)
Premium contentAt general motors, we are passionate about designing, building and selling the world’s best vehicles. this vision unites us as a team each and every day and is the hallmark of our customer-driven culture. we set high standards for our company so that we can give you the best cars, trucks and suvs. it’s our commitment to deliver vehicles with compelling designs, flawless quality and reliability, and leading safety, fuel economy and infotainment features. the very things that create that special bond between driver and vehicle. whether it’s a chevrolet, buick, gmc, cadillac or holden, making the world’s best vehicles can only happen with the world’s greatest employees. we take great pride in our work, and take great care to deliver exceptional cars and a positive ownership experience to our customers in 140 countries around the world. Social media mentions are up 34% in the past 24h.
Premium contentAbercrombie & Fitch is an American lifestyle retailer that focuses on casual wear. Its headquarters are in New Albany, Ohio. The company operates three other offshoot brands: Abercrombie Kids, Hollister Co., and Gilly Hicks. As of February 2020, the company operated 854 stores across all brands. Social media mentions are up 180% in the past 24h.
Premium contentSalesforce, Inc. is an American cloud-based software company headquartered in San Francisco, California. It provides customer relationship management software and applications focused on sales, customer service, marketing automation, e-commerce, analytics, and application development. Social media mentions are up 283% in the past 24h.
Premium contentGPRK is a Colombia based oil and gas producer with assets extending into Chile, Brazil, Argentina and Ecuador. It trades at 5x earnings, under 3x book and boasts a 70% ROE. Cash reserves are growing while debt is retired and shares bought back. Its dividend is supported by a payout ratio under 30% of cash flow. We recommend setting a stop-loss at $9, looking to achieve $14 -- upside potential over 30%. Yield 5.2%
(Analysts’ price target is $17.20)Premium contentThe well known brand is celebrating 25 years in the business. Recently, reported earnings were below expectations, however, management reported Q1 2024 as the most profitable first-quarter of any pre-Covid year in its history. It trades at 9x earnings and supports a 42% ROE. Cash reserves are growing, while shares are bought back. We recommend setting a stop-loss at $23, looking to achieve $39 -- upside potential over 35%. Yield 0%
(Analysts’ price target is $39.00)Premium contentThis producer of DDR5 semi-conductor chips, increasingly used in AI servers, is a TOP PICK. It trades at 17x earnings and supports a robust 41% ROE. Cash reserves are growing, while shares are aggressively bought back and debt is retired. We recommend setting a stop-loss at $46, looking to achieve $80 -- upside potential over 40%. Yield 0%
(Analysts’ price target is $80.00)Premium contentPremium contentOur PAST TOP PICK with AAL has triggered its stop at $13. To remain disciplined we recommend covering the position at this time. This will result in a net investment loss of 10%, when combined with our previous buy recommendation.
No shortage of negative headlines on commercial real estate. Office space was hit because it had capital expenditures rising faster than rents, and then the pandemic changed how we all use office space.
Other headlines revolve around transactions that occurred in a different rate environment, and how they're working out today. Fundamentals in data centres and industrials are quite strong. With interest rates peaking, you're starting to see more bidders come to the table, construction activity go down, and financing become more available. Interest rates are in line with historic averages.
He's quite optimistic about real estate transactions occurring in the private market. Definitely bullish on valuations of publicly traded real estate.
They do, and they've been quite open about it. Yesterday, a spokesperson said they have $64B of dry powder ready to invest in real estate. They've already privatized 2 real estate entities in the past 6 months; TCN was taken out at a 30% premium. They see private markets as fully valued, but public markets as being on sale. It's an opportunity to put lots of capital to work in a very short timeframe, and to be able to finance it.
He's been doing this a long time, so he's seen a few movies. Any time you see interest rates peak, and fundamentals bottom, is the right time to be buying. Blackstone said that when sentiment is at its most negative, that's the time to step into the market.
We've seen this before: after the 2001-2002 recession, the great financial crisis, and March 2020. When values dislocate, real estate becomes such a great store of value. People look at it as a great inflation hedge. Great opportunity to be buying.
Yes. Almost as if third-party logistics companies thought they could supply patio furniture forever. Reality is that industrial real estate is down 17% from peak pricing. When he looks at public markets, industrial REITs are down 30-40%. Over-discounting what is really a temporary slowdown in decision making by tenants. Spread between in-place rents and market rents is quite wide, ability to capture a lot of cashflow.
Great to have a tenant like WMT, as it makes the cashflow very dependable. Being so defensive means not a lot of internal growth, really lags compared to peers, bottom line cashflow not increasing. Higher leverage than peers. Muted earnings growth.
Higher distribution yield around 8%. Could own for the yield. Dividend secure. Payout ratio below 100%.
