Today, Stephen Takacsy, B. Eng, MBA and Jim Cramer - Mad Money commented about whether AAPL-Q, SWKS-Q, TXN-Q, BTI-N, PCG-N, META-Q, DELL-N, NVDA-Q, NVS-N, TAP-N, PFE-N, AVGO-Q, ORCL-N, DFY-T, HLF-T, NEO-T, CWB-T, DOL-T, MDA-T, WSP-T, NA-T, RY-T, TD-T, BMO-T, AFN-T, PBL-T, QTRH-T, MDF-T, TCS-T, ADW.A-T, QBR.B-T, T-T, BCE-T, DWS-X, NPI-T, ALC-T are stocks to buy or sell.
One of his largest positions, well managed, avant garde. Sector's had a really nice run, perhaps taking a pause. Leaders in environmental, a sector he really likes. Huge backlog, good growth especially as a global player, good margin improvement.
Don't get overly worried about the pullback, might be a good time to add. Hold for the long term. Short report was a lot of nonsense.
Global tech leader, only pure-play public space technology. Cost of launching satellites has come way down. Well positioned in satellite systems, robotics, and geo-intelligence. $3.3B backlog. Clear visibility for 20-25% EBITDA growth per year for at least the next 3 years. Stock's come down to compellingly attractive levels.
A dilemma -- looks so expensive, so you're tempted to sell and take profits, you do, and you're wrong because it keeps going up. What to do? Keeps hitting it out of the ballpark. Not sure he'd add at these levels, but a pullback would be good. If you own it, hang on for the long run.
Same-store sales growth only 5.6%, disappointed some. EPS is way up. Buying back stock. Investing more in joint venture in Central and South America, tremendous value there because it's growing nicely.
Don't forget it's a share swap, so shares will trade in line with NA shares. NA shares are down, because it's raising a bunch of money to pay for the acquisition. Consider yourself lucky, as you're doubling your money from yesterday.
He'd hold on, accept the NA shares, hold onto those shares, and you'll do extremely well.
Deep value, with potential to triple or quadruple in a few years. Global leader in manufacture of magnets used in micro motors. Highly engineered materials. Well positioned for the EV market. Rare earth prices have come down, and so has the stock to well below tangible book value. Yield is 5.77%.
Very profitable, strong free cashflow, no debt, buys back shares aggressively. Trades at 4x EBITDA. Would not be surprised by an eventual takeover.
(Analysts’ price target is $10.26)
If the economy slows down, you need a good pharma stock. Novartis was stuck in a rut until the current CEO started in 2018. He made a number of key acquisitions without paying and including smaller companies (they had overpaid in the past), focusing on their most lucrative divisions: drugs to treat cancer and immunology. he also fired a lot of executives, and hired some outsiders including a smart drug analyst from Wall Street. They sold Roche and pocketed the cash. Bought DTx Pharma, Chinnok Therapeutics, Calypso Biotech and other pharmas offering drug that boast positive trial results. Smart pick-ups, yet disciplined spending, like nixing a deal that cost too much. Their Q1 saw 10% net sales growth and 18% core operating income growth.
RY is a bit pricey right now.