Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Jim Cramer - Mad Money and Stockchase Insights commented about whether TMDX-Q, LCX-X, PMIF-T, NVDA-Q, LU-N, DELL-N, SOFI-Q, ACAD-Q, SYM-Q, UWMC-N, JNJ-N, BGS-N, ELF-N, TT-N, CARR-N, ANF-N, CAVA-N, EVRG-Q, KMI-N, SPG-N, TGT-N, UBER-N, VMW-N, MRNA-Q, NVDA-Q, DD-N, AZEK-N, FBIN-N, WYL-T, SWK-N, SHW-N, HD-N, TOL-N are stocks to buy or sell.
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They report after the bell Wednesday. He keeps saying: own it, don't trade it. He agrees with an analyst from Melius who says the key to the report is hearing CEO Huang talk about the Rockwell product cycle for next year and Rubem for Calendar 2026 to signal that NVDA is just getting started in AI. This is the key, and will allow NVDA to be bought on any dip. He expects a good quarter and if they deliver another huge beat, it could push shares higher, but he's more in the camp of a pullback. Everyone owns this already. Long term, he believes in Nvidia.
PMIF is a more active fixed income fund designed to be adapt the portfolio to market conditions. We think fixed income funds in general can be good options offering low-risk, predictable cash flows which offer a diversification from equities. While returns have not been exceptional, PMIF has outperformed other Canadian alternatives such as CBO, XHY, and XBB. The latter options have much lower expense ratios but PMIF is more actively managed and it does have better returns over recent time periods. We think PMIF is a decent fixed income fund.
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Bloomberg was not showing any quarterly estimates here. Revenue more than doubled to $35.6M. Per share cash flow nearly doubled, to 33c from 17c. Capex rose 79% to $21.2M. Production rose 60% and things are proceeding very well on the operational front. An active drilling program is planned for the second half of the year. The balance sheet is strong and solid growth is expected over the next two years. Things look fine here to us.
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Certainly the stock is expensive on valuation. We have several reasons for liking it: 1) Execution has been excellent. TMDX has managed its growth very well and continually underestimates its growth 2) It thinks long term. Buying aircraft scared investors but it was absolutely the right move to expand its market. 3) We think it has a VERY strong moat, with FDA approval on multiple organs. It is a better solution and results in better patient outcomes. Organs in better shape means an expanded market (many transplants fail as organs only last so long with prior methods). 4) Profitability is now occurring on an adjusted basis, and will likely accelerate. 5) The market opportunity remains quite large, but is not likely big enough to attract giant, stronger competitors. 6) There is long term potential for new markets: i.e. keeping damaged organs alive outside the body for 'fixing' and then transplanting back into the original patient. This is a ways off but obviously would be huge if it can be done (no rejection issues etc.). 7) A private competitor Paragonix was recently acquired, and TMDX is much bigger and better (our belief). 8) Its momentum and larger market cap should attract more new investors to the story; it is still 'small' by healthcare company standards. Now, don't get us wrong: if growth were to slow substantially or there was some other 'problem' the stock would take a big hit, for sure. But we have been following it for a year and remain confident in its future.
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ETF Highlight: CASH
CASH is the Global X High Interest Savings ETF. CASH invests essentially all its assets in high-interest deposit accounts at Canadian banks. One of the big benefits of CASH, is due to its ETF structure, investors are free to remove their money as they please, whereas actual savings accounts will have minimum investment periods and amounts. CASH is highly liquid at $5.15 billion in net assets, has an MER of 0.11%, pays a 4.95% yield, and is up 5% over the last year. CASH is quite new with an inception in November of 2021, but its annualized return since is 3.79%.
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One of the most-shortest stocks; anything bad that happens in the cosmetics group and this gets punished. Buy in the first 14 points down or wait till Thursday.