Latest Stock Buy or Sell? Make More Informed Decisions!
Today, The Panic-Proof Portfolio (Stockchase Research) and Andrey Omelchak commented about whether GUD-T, TSU-T, LMN-X, CSU-T, ATD-T, PKI-T, TFII-T, SPB-T, RY-T, PBL-T, LNR-T, MRE-T, DCBO-T, TCS-T, TVK-T, HPS.A-T, STC-T, CWB-T, DRX-T, STN-T, AC-T, TD-T, NA-T, QBR.B-T, NVA-T, PARR-N, FSLR-Q, DOO-T, APTV-N, IGM-T, PMZ.UN-T, HPS.A-T are stocks to buy or sell.
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We reiterate this low leverage, low payout ratio REIT with significant free cash flow as a TOP PICK. We like that cash reserves are growing, while debt is aggressively retired. It trades at 20x earnings and under book value. The yield is backed by a FFO ratio under 55%. We recommend trailing up the stop (from $11.90) to $13.75, looking to achieve $18.50 -- upside potential of 18%. Yield 5.4%
We reiterate this investment services company, with the WealthSimple brand, as a TOP PICK. We like that cash reserves are growing while debt is aggressively retired and shares bought back. It trades at 11x earnings, 1.3x book, and manages a dividend payout ratio under 50% of cash flow. We recommend trailing up the stop (from $33.00) to $35.50, looking to achieve $44 -- upside potential of 15%. Yield 5.7%
(Analysts’ price target is $43.17)Our PAST TOP PICK with DOO has triggered its stop at $80. To remain disciplined, we recommend covering the position at this time. This will result in a net investment gain of 9%, when combined with our previous recommendations.
Our PAST TOP PICK with FSLR has triggered its stop at $2100. To remain disciplined, we recommend covering the position at this time. This will result in a net investment gain of 15%, when combined with our previous recommendations.
A lot of capital has fled Canada to invest in U.S. AI, because there are few Canadian places to. Rates are falling and risk appetite is rising. Stock mispricings are rare and don't last long, but he looks for mispriced compounders but offer long-term growth. Often, they are take-out targets, because they are mispriced. He avoids resource stocks because they don't create value in the cycle and they misallocate capital; resources are a trade, not investment. Has no idea where oil prices are going.
For the past 10-15 years, it's been one of the best banks, outperforming. Their purchase of Canadian Western Bank is transformative, but is a little skeptical about how synergistic the deal will be, but CWB is a good franchise and there will be some synergy. NA will do well overall. For the next decade, NA has a smaller base to grow than TD, but their earning power will outstrip TD. That said, he would suggest only selling TD marginally to buy NA.
We reiterate this producer of electric transformers as a TOP PICK. Management announced an acceleration of capital deployment, supporting the trend for growing demand for its products. We like that cash reserves are growing, while debt is reduced. It trades at 20x earnings and supports a 28% ROE. We recommend trailing up the stop (from $75) to $95, looking to achieve $146 -- upside potential of 28%. Yield 0.6%
(Analysts’ price target is $165.00)