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- Rocket Lab USA (RKLB-Q)
- Antero Resources (AR-N)
- Taiwan Semiconductor MFG. (TSM-N)
- Hudbay Minerals (HBM-T)
- NVIDIA Corporation (NVDA-Q)
- Micron Technology (MU-Q)
- Advanced Micro Devices (AMD-Q)
- Alibaba Group Holding (BABA-N)
- Main Street Capital Corp. (MAIN-N)
- Coca-Cola Company (KO-N)
- Intel (INTC-Q)
- Invesco QQQ Trust Series 1 (QQQ-Q)
- Walgreen Boots Alliance (WBA-Q)
- Honeywell International (HON-N)
- Intuitive Machines (LUNR-Q)
Rocket Lab USA, Inc., a space company, provides launch services and space systems solutions for the space and defense industries. The company provides launch services, spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and other spacecraft and on-orbit management solutions; and constellation management services, as well as designs and manufactures small and medium-class rockets. It also designs, manufactures, and sells Electron small orbital launch vehicles and the Photon satellite platforms, as well as developing the Neutron 8-ton payload class launch vehicle; conducts remote launch activities; and designs and manufactures a range of components and subsystems for the Photon family of spacecraft and broader merchant spacecraft components. The company serves commercial, aerospace prime contractors, and government customers. The company was founded in 2006 and is headquartered in Long Beach, California. Social media mentions are up 257% 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 820% in the past 24h.
Taiwan Semiconductor Manufacturing Company Limited manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally. It provides complementary metal oxide silicon wafer fabrication processes to manufacture logic, mixed-signal, radio frequency, and embedded memory semiconductors. The company also offers customer support, account management, and engineering services, as well as manufactures masks. Its products are used in mobile devices, high performance computing, automotive electronics, and internet of things markets. The company was incorporated in 1987 and is headquartered in Hsinchu City, Taiwan. Social media mentions are up 2100% in the past 24h.
We reiterate this Panama City based airline, operating 110 aircraft on 375 daily flights as a TOP PICK. We like that quarterly cash reserves are growing once again and air flight demand is growing. It trades at 6x earnings, under 2x book and supports a 35% ROE. The dividend is backed by a payout ratio under 30% of cash flow. We recommend maintaining the stop at $78, looking to achieve $120 -- upside potential of 28%. Yield 5.4%
(Analysts’ price target is $148.46)As one of Canada's leading non-prime lenders to consumers, we reiterate GSY as a TOP PICK. We like that cash reserves are growing, while debt is aggressively retired. It trades at 12x earnings, 2.6x book and supports a ROE of 25%. Recently reported Q2 earnings set a record for the company as credit applications rose 34%. It's dividend is backed by a payout ratio under 30% of cash flow. We recommend maintaining a stop at $150, looking to achieve $227 -- upside potential of 27%. Yield 2.4%
(Analysts’ price target is $227.14)We reiterate this Canadian based fast food chain operator as a TOP PICK. Analysts expect double-digit annual earnings growth for the next five years. The company is prudently using some cash reserves to aggressively retire debt. It trades at 17x earnings and supports a ROE of 37%. We continue to recommend a stop at $84, looking to achieve $115 -- upside potential of 20%. Yield 2.4%
(Analysts’ price target is $115.37)Good times for equity investors. And for bond market investors as well, after 1-3 difficult years in the bond market. We can chalk it up to a Goldilocks scenario in the minds of investors.
The BOC was ahead of the Fed with rate cuts, and continued with another one this month. And then with the Fed, the long-awaited, pined-for, initial rate cut came last week, and it was a doozy. A double, so to speak, at 50 bps. Investors have developed some conviction that we're going to get some relief in the rate-sensitive segments of the market.
Despite the fact that we're seeing tentative signs of weakness in the labour market, there's a jelling consensus that the Fed might be able to stick a soft landing and avoid a recession. He's in that camp. There have been a lot of naysayers anticipating a recession, going back to 2022, and there were some compelling arguments for that.
But fiscal largesse allowed us to stick-handle our way through what many thought would be a recession in 2022-23. He's cautiously optimistic that we'll avoid one in 2024-25 as well.
A lot of factors at play to explain these moves.
Yes, they are defensive sectors, but not solely. Real estate is a value play, and perhaps an emerging view that offices are going to start filling up again. And with the loosening conditions in the labour market, the balance of power might start shifting away from employees (who have enjoyed working in their pyjamas and Lulus the last 4 years) and back toward employers.
Utilities are defensive, regulated, and defensive, and there's going to be a secular increase in power demand as we move to a greener economy. But it's also a second derivative trade on the AI mania that's swept the market for the last 2 years. Data centres and the AI chips use a tremendous amount of power.
Doesn't have a bright outlook for its future. Not a good bank. Multi-decade series of strategic blunders. Increasingly, scale matters, and this one is sub-scale. Put themselves up for sale, but why would anyone buy it when they can just eat their lunch for free and take their market share?
Different from NA takeover of CWB; both of those banks are good banks.
