Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Brianne Gardner and Jim Cramer - Mad Money commented about whether EL-N, NEE-N, DDOG-Q, PANW-N, URI-N, STLD-Q, POWL-Q, CAH-N, AMZN-Q, NVDA-Q, GOOG-Q, CNR-T, CVX-N, V-N, NKE-N, GE-N, NTR-T, SHOP-T, MSFT-Q, TD-T, GRT.UN-T, MRK-N, TOU-T, CNQ-T, AMD-Q, CS-T, MFC-T, CAH-N, RY-T, SPB-T, STZ-N are stocks to buy or sell.
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Still bullish, even with Mag 7 pulling back. Pullbacks are healthy, great buying opportunity. Still a 10/10 on fundamentals. Long-term upside. Cloud is growing rapidly, especially with AI demand. PC operating system has multiple, positive catalysts. Poised to benefit from acquisitions in AI and cybersecurity.
She'd still buy at these levels.
Now a pure-play aircraft engine market leader. Sees it still dominating the jet engine market. Value score of 3/10. Analysts still see ~15% upside. Technically, looks to be trying to break out above $170; if it goes higher, could see a bit of a breakout.
Looks to be hitting a ceiling. Great run, aerospace is an exceptional business. Hold in short term and take some profits soon.
Sold on concerns about recession and slower consumer spending. When people tighten their belts, #1 thing to go is clothing and shopping. Little pop recently. Great brand, but struggling. 19x future earnings, cheapest in a decade, but wait for conviction on a turnaround recession-wise. Be cautious. If you own it, hold.
Biggest issues are sluggish sales in China, plus retail strategy to sell through website and branded stores rather than third-party outlets.
Shares flattish YTD due to higher interest rates and inflation. Up 45% over past 5 years, beaten S&P over last 10 and 15 years. With prospect of Fed cutting rates, shares could grow again. A bullish opportunity. Strong free cashflow, reasonable valuation, excellent margins. Yield is 0.8%.
Reported solid Q3 with 10% YOY revenue growth. Cross-border volume up 14% YOY was a key growth driver. Stock buybacks. Her target is $300, so another 12-13% upside.
Plans to invest in clean energy, a great opportunity. People think of it as an O&G giant, but has been investing a lot in clean energy. Stock's moved sideways for 12 months, so a good opportunity. Acquired major stake in world's largest proposed storage facility for hydrogen, which she sees as a big play over 5 years. Great yield of 4.5%.
Doesn't own, on her watchlist, looking for an entry point. Ranks 10/10 on fundamentals, good margins, great earnings growth and cashflow. Target of $178.
Recession-resistant business model. More conservative earnings growth outlook. Great long-term investment. Recent 10% price drop is a great time to average down or get in. Lagged peers in performance, but still strong free cashflow and better operating margins. Yield is 2.2%.
Last year, earnings increased 15% YOY despite revenue slump and economic uncertainty. Pullback is an opportunity. If all goes well, should see 10-15% EPS growth through to 2026. Ranks 9/10, with 16% price appreciation to $180.
Has soared from $20 in late-September 2022 to $171 today. An industrial company that makes electricity-related equipment, geared to oil and gas companies (including pipelines and refineries), but they're growing because of new end-users in utilities, transportation, metal, mining and data centres. Big growth since last year, 31% revenue growth. EPS nearly quadrupled in 2023 as orders grew 94% and they saw a backlog of 118%. The street has been under-estimating them, so they have been beating their quarters huge.
In the news a lot, creating lots of noise and uncertainty. On straight valuation, trading at attractive levels of 9/10. Fundamentals are 8/10. She'd need to see a lot of turnaround. Regulatory compliance will take some time. Be cautious. Only 6-7% upside, risk/reward just not there.
Her preference is RY.