BUY

Company continues to improve. Liquids spin out good for business. Would be a good place to buy. Cheap stock price valuation. Would recommend buying at current price. Assets very hard to replicate. 

BUY ON WEAKNESS

"Higher for longer" interest rates hard on business. Not expecting growth from Canadian banking sector. Would recommend buying at cheap price. Expecting company to turnaround eventually. Strong assets and brand name for the long term investor. 

BUY

Good option for bullish gold investors. Quality assets and managemnet. 

BUY

Recent Microsoft deal is good for the business. High quality company with excellent growth prospects. Modelling ~8% EPS growth. Very good with rise in A.I. power demand. Good place to buy at current stock price valuation. 

WATCH

They report Monday. Housing the linchpin of the economy and prices keep climbing. We need to hear if they will build more homes or keep the supply so tight that housing prices won't come down. The buildings are limiting supply to keep gross margins up and prices up, but it's terrible to fight inflation. Housing stocks have hung up because we have a housing shortage, but how long can this last when we see pushback on the prices of other items like dining out, apparel and airline tickets, all of which have risen dramatically in the last 5 years.

WATCH

They report Tuesday. Housing the linchpin of the economy and prices keep climbing. We need to hear if they will build more homes or keep the supply so tight that housing prices won't come down. The buildings are limiting supply to keep gross margins up and prices up, but it's terrible to fight inflation. Housing stocks have hung up because we have a housing shortage, but how long can this last when we see pushback on the prices of other items like dining out, apparel and airline tickets, all of which have risen dramatically in the last 5 years.

BUY

On Tuesday, they will hold an analyst day devoted to their services business, the most consistent yet least promoted part of the bank. He thinks this meeting will move the stock.

DON'T BUY

They report Thursday. Shares have fallen the past quarter, which is a shame since they should be at the forefront of AI integration into the enterprise. But they're in a tailspin, after cutting their revenue forecast.

DON'T BUY

Is up 10% this year. They should forget taking over Albertsons since the FTC doesn't like the deal, and move on.

DON'T BUY

They report Thursday. Analysts have been downgrading it and shares are down from their peak. It can go lower if they report their price hikes are hurting business.

DON'T BUY

Shares are declining because they now face competition. It's no longer a one-horse race.

BUY

An excellent CEO. He sold it to take profits, but wants to buy back, but the share prices hasn't fallen. Likes it.

BUY

He's bullish pharmas if the economy weakens. He likes it for growing organically, not buying companies, and in developing its drugs in-house or with partners. Their drug pipeline overcomes worries of their existing drugs coming off patent. Their key drug, Eylea, topped $1.04 billion in Q1 and $5.89 billion in full-year US net sales. But Roche has released a rival drug, while Eylea will come off patent in a couple years as they successfully protect their patent in court. Also, REGN just developed a new version of Eylea. Dupixent is their second-biggest drug and is performing well as well. Despite its growth, REGN trades at only 22x forward PE, and announced a $3 billion share buyback.

DON'T BUY

They keep posting disappointing numbers and after the latest, the stock dropped 17% today. Is the CEO a visionary or driving RH to ruin? Pre-2021, RH was a juggernaut as they build luxurious stores including dining around the world at their stores. Also, they're moving into real estates, including spas and hotels. They're spending a fortune to build luxurious experiences. But their core business of luxury furnishings is struggling. They've borrowed money to fund this expansion, however, they spent a big chunk of that money to buyback shares just as interest rates rose and the housing market tightened. Can rates fall fast enough to save RH? Doesn't think so. The outlook is dwindling, but the CEO keeps spending.

BUY

The buyout won't happen. This trades at 6x earnings and run by a good CEO. Buy at $18.35.