Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Greg Newman and The Monthly Gems by Allan Tong commented about whether GSY-T, ALA-T, AEM-T, C-N, DIS-N, BA-N, TLT-Q, ZST.L-T, PSA-T, PPL-T, FM-T, BCE-T, TA-T, EIF-T, AEM-T, CCO-T, MFC-T, H-T, QBR.B-T, CMCSA-Q, CSH.UN-T, ALA-T, BMO-T, CVE-T, WSP-T, EMA-T, HBM-T, NVDA-Q, AC-T, BIP-N are stocks to buy or sell.
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Likes the idea of PSA. TLT, he believes, is a leveraged play on the bond market and wouldn't do that. BNS high interest savings, for example, pays 4.75% for optionality and no risk.
For an ETF filled with 1-year bonds that's very low risk, look at ZST.L. Pays a high dividend, though it's interest. Very competitive rate. If interest rates come down, you might even get a bit of capital appreciation.
Hold your nose with this one. Horrible performer for years. Big loss recently, weaker revenue. Commercial and defense remain challenged, behind schedule and above cost targets. Scrutiny on the door that just blew out. But notice that when the door did blow out, stock didn't go that much lower. Not a lot more downside. No dividend.
Just replaced CEO with a very seasoned engineer. A name that's necessary to the US supply chain. A fixable company, and thinks it will be with the right leadership. Analysts assume 2025-2027 growth is 56% EPS. Priced well at 22x 2026. Want to buy the great names when they've had a fall. Don't need to buy right away or too early, but the cycle will turn for this company.
"New" CEO will make a huge difference. Still reeling from continued uncertainty at parks. Studio tent's starting to show signs of turning around. Long-awaited inflection in direct to consumer, profitability expected soon. NBA rights deal, seems imminent, could be a catalyst. Yield is 0.9%.
Buy the great franchises when they're down. Technical signs show it's skipping along the bottom. Reasonable at 17x, cheaper than the market. 17% EPS growth. If you buy here, it won't hurt you.
Still low-hanging fruit, despite big run. At 9x, cheaper than most Canadian banks. Beat last quarter, EPS up 10% YOY. Beat on revenue. Making progress on reorganizing and optimizing costs. Will be beneficiary of lower rates and steepening yield curve. Should benefit from this great rotation where people are looking to own things other than tech. $1B in buybacks in this current quarter is a very nice tailwind. 25% growth rate. Yield is 3.5%.
What's not to like at these levels?
AEM has an established reputation for its management and assets. It's a pure gold play, pays a steady 2.08% dividend yield. Stockchasers Trevor and particularly Michael like it for its dividend, growth prospects and overall safety. Cash levels are healthy enough to buyback shares, always a good sign.
Debt is down, and the dividend is a healthy 3.64% based on a 55% payout ratio. True, the PE has been climbing in the past year, now just under 16x, but historically it's 17.33x. Though shares have rallied 18% so far this year, the street expects them to climb another 10% to an average price of $35.90. Note that as of this writing on the morning of August 1, shares were jumping over 2%, and analyst upgrades will likely follow. ALA is for traders and income investors alike.
Also safe and steady and undervalued is this lender. It trades at 13.75x PE, slightly higher than its historic average of 12.03x, but below the industry's 15x. GSY pays a 2.33% dividend yield at a low 27.24% payout ratio. The beta, though, is a tad high at 1.93, while shares have rallied about 30% this year.
The Greece based tanker operator owns six refined petroleum products and dry bulk mid-sized cargo ships in Europe. It trades at 3x earnings, under book value and supports a 36% ROE. They are prudently drawing some cash reserves to aggressively retire debt and buy back shares. We recommend setting a stop at $4.25, looking to achieve $6.75 -- upside potential of 28%. Yield 0%
(Analysts’ price target is $10.00)PARR operates under the brand of Hele in Hawaii marketing retail gasoline and diesel as well in other markets such as Wyoming, Washington and Montana. It trades at 8x earnings, 1.2x book and supports a 44% ROE. Analysts have built in a bearish earnings outlook ahead of the next earnings report next week, which leaves room for share price rebound if earnings surprise to the upside. The company has been prudently using some cash reserves to aggressively retire debt and buy back shares. We recommend setting a stop-loss at $20, looking to achieve $35 -- upside potential of 35%. Yield 0%
(Analysts’ price target is $35.60)PAX is a private equity company that focuses on businesses operating in Latin America, managing a portfolio over $43 billion. The company recently reported a 17% increase in fee based earnings and expect similar earnings growth in 2025. It trades at 16x earnings and supports a ROE of 24%. We recommend setting a stop-loss at $10.50, looking to achieve $18.00 -- upside potential over 45%. Yield 5%
(Analysts’ price target is $18.73)Our PAST TOP PICK with MX has triggered its stop at $64. To remain disciplined, we recommend covering the position at this time. Combined with our previous recommendations, this will result in a net investment gain of 3%.
Our PAST TOP PICK with NOA has triggered its stop at $26. To remain disciplined, we recommend covering the position at this time. Combined with our previous recommendations, this will result in a net investment gain of 20%
Our PAST TOP PICK with GPOR has triggered its stop at $147. To remain disciplined, we recommend covering the position at this time. Combined with our previous recommendations, this will result in a net investment loss of 6%
Likes the idea of PSA. TLT, he believes, is a leveraged play on the bond market and wouldn't do that. BNS high interest savings, for example, pays 4.75% for optionality and no risk.
For an ETF filled with 1-year bonds that's very low risk, look at ZST.L. Pays a high dividend, though it's interest. Very competitive rate. If interest rates come down, you might even get a bit of capital appreciation.