Latest Stock Buy or Sell? Make More Informed Decisions!
Today, The Weekly Buzzing Stocks by Billy Kawasaki and The Panic-Proof Portfolio (Stockchase Research) commented about whether CPA-N, MAS-N, HCA-N, NLY-N, AR-N, SMCI-Q are stocks to buy or sell.
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- Super Micro Computer (SMCI-Q)
- Fair Isaac Corp. (FICO-N)
- Antero Resources (AR-N)
- Occidental Petroleum Corp (OXY-N)
- NVIDIA Corporation (NVDA-Q)
- Invesco QQQ Trust Series 1 (QQQ-Q)
- Intel (INTC-Q)
- Chewy, Inc. (CHWY-N)
- CVS Health Corp (CVS-N)
- Arbor Realty Trust (ABR-N)
- Annaly Capital Management Inc. (NLY-N)
- AT&T (T-N)
- Intuitive Machines (LUNR-Q)
- Easterly Government Properties (DEA-N)
- Mastercard Inc. (MA-N)
Supermicro (nasdaq: smci) is a global leader in high performance, high efficiency server technology and innovation. we develop and provide end-to-end green computing solutions to the data center, cloud computing, enterprise it, big data, high performance computing, or hpc, and embedded markets. our solutions range from complete server, storage, blade and workstations to full racks, networking devices, server management software and technology support and services. we offer our customers a high degree of flexibility and customization by providing what we believe to be the industry's broadest array of server configurations from which they can choose the optimal solution which fits their computing needs. Social media mentions are up 54% in the past 24h.
Antero resources is an independent exploration and production (e&p) company engaged in the exploitation, development, and acquisition of natural gas, ngls and oil properties located in the appalachia basin. headquartered in denver, colorado, we are focused on creating value through the development of our large portfolio of repeatable, low cost, liquids-rich drilling opportunities in two of the premier north american shale plays. Social media mentions are up 3200% in the past 24h.
Founded in 1997 as a real estate investment trust (reit), annaly is a leading mortgage reit listed on the new york stock exchange (nyse: nly). annaly's principal business objective is to generate net income for distribution to shareholders through the prudent selection and management of our investments. since inception, annaly has paid over $13 billion in dividends to shareholders. Social media mentions are up 300% in the past 24h.
HCA is one of the largest hospital operators in the US, holding 28% of the market share. It managed the pandemic turmoil better than any other operator. Given the enormous capital requirements there is a high barrier to entry in the space. It trades at 18x earnings and management has been aggressively buying back shares and retiring debt. We recommend setting a stop-loss at $337, looking to achieve $465 -- upside potential of 18%. Yield 0.6%
(Analysts’ price target is $395.00)MAS is one of the world's largest manufacturers of home improvement products, with brands like Delta and Peerless. Recently reported earnings showed growing cash reserves as shares were bought back and debt retired. We recommend setting a stop loss at $69, looking to achieve $94 -- upside potential of 18%. Yield 1.4%
(Analysts’ price target is $82.60)CPA operates over 100 aircraft serving South America. Pent up air travel demand is leading to an ROE of 35%, while the shares trade at 6x earnings and under 2x book value. The good dividend is backed by a payout ratio under 30% of cash flow. We recommend setting a stop-loss at $78, looking to achieve $117 -- upside potential of 28%. Yield 5.4%
(Analysts’ price target is $148.46)No, market didn't break. Expectations were on both sides of the option plays. Market is content with what it saw. Everyone wants to see better than just a beat, wants to see a strong beat. The concern is do we see deceleration in growth momentum at some point. We'll see a bit more growth out of NVDA before concerns about it stalling.
The fact that we got out of that initial jolt after the release suggests that this market has some strength and confidence behind it. This could play to a number of factors such as where interest rates and policy are going. Markets are in decent shape right now.
He doesn't like to do either. He's after GARP (growth at a reasonable price) at all times. NVDA is undisputed leader in the sector. Companies are going to have to continue to invest heavily, whether talking about end users of AI or cloud services.
The concern is do we see deceleration in growth momentum at some point for a company like NVDA that, for now at least, is predominantly hardware. We've seen that in the past with other producers. We'll see a bit more growth out of NVDA before concerns about it stalling.
He's more invested right now than he'd have thought. It's been a generally constructive summer. With the US election, and turbulence in September/October, he'd anticipate talking about de-risking right now. The game has changed in the last 3 weeks, market participants are a bit more confident to look for opportunities and get their feet back in the water. He puts himself in that camp.
Rattled by high interest and high inflation. Concerns over stability of Taiwanese Strait. Recent pullback is a chance to add. Fundamentals are sound in terms of windfarm buildout, doing an incredibly good job. Not breaking through recent lows. Have to be comfortable with certain levels of risk that aren't in other names in that space.
Performance has diverged from others due to where it's developing. For example, workers being injured in Taiwan puts investors off. Have to look through that, bit of a leap of faith.
Excellent company. Dividend looks relatively safe at this point, with decent growth. Rate-cutting cycle will prop up dividends in general. Canadian operations are sound, and those outside Canada are extremely strong. Looks a bit expensive, but probably still has room to grow as rate cuts start rolling in.
Outlook is quite sound. Four weeks ago, everyone thought we were in the middle of a recession, which clearly is not the case. Strong growth opportunities into 2025, underpinned by a resilient economy. Good entry point for a company that, generally speaking, has the market to itself.
In some cases, 70x would be seen as too expensive, but it wouldn't detract him from UBER.
With rates moving lower, we should be looking at utilities in general. Stock's topped out in last couple of weeks, could be a near-term ceiling. In terms of LNG demand strengthening over time, he'd prefer names like ENB or TRP. Those names are larger and have more sustainable dividend growth.
