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Today, Andrey Omelchak and Stockchase Insights commented about whether TPZ-T, ISRG-Q, PAY-T, 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 are stocks to buy or sell.
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Highly profitable with one of the highest combined ratios in Canada, and are very profitable in the U.S. Expects them to keep generating returns in the high-teens. Can keep growing for years to come. Trades at an attractive multiple. Could be taken out in the insurance space.
(Analysts’ price target is $57.86)A hidden gem. Low liquidity, but has good topline growth, strong margin expansion potential and the CEO has a great track record from Paladin Labs. It buys existing drug platforms, and can now leverage that platform to introduce new drug therapies. Huge net cash and keep buying back shares.
(Analysts’ price target is $7.60)PAY earns approximately 70-80% of total revenue from network interchange fees from payment networks and 20-30% from user banking fees such as ATM withdrawls, money transfers, and foreign exchange. So no, they do not take a percentage of the workers paycheck, rather they operate similar to a credit card or transaction processing company like Paypal, Mastercard, or Visa. We like it because it's funamamentals are strong, it has a cheap valuation, a large growing target market, and is integrated with the largest companies (Uber, Lyft, Doordash). Downside risks being a fintech is that another bigger player comes out with a similar platform and the space gets very fragemented. Fintech companies can be very economically attractive, but are typically quite replicable, so PAY will need to ensure that it is able to continue to grow and sustain its user base. This is in addition to the general small cap volatility it will face. Overall we think it is a strong small cap name and looks good at 11x forward earnings.
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Considering it is nearly a global monopoly, we would be comfortable at 5%.
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We like TPZ for an income play as it pays a good dividend yield of 5.4%, generates good free cash flow, and does not have too much debt. Its balance sheet is strong, forward sales and earnings estimates point towards high growth rates, and overall we would be comfortable with this name for a long-term dividend name, although, it has seen a nice run recently, and we would expect a period of consolidation.
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Market Update:
The TSE Index was up 1.02% in the month of August, up 11.39% YTD and 15.05% over the past year. Canadian GDP was up 0.50% in the third quarter of 2024 and 0.50% for the full year; in the USA the GDP was up 3.00% in the third quarter and 3.10% for the full year. The Canadian inflation rate was up 2.50% annually and the US inflation rate was 2.90% annually in August 2024. With this background, the following Table presents the highest and lowest performers for the month of August 2024.
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Spun off from Constellation Software. Focus on communications and the media industries. Have a huge addressable market. New capital deployed returns at least 25%. Top managers. He sees Constellation-like returns for years, maybe higher. Are in a red-hot market to make acquisitions and expects a large one to come.
(Analysts’ price target is $38.50)