Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Keith Richards and Stockchase Insights commented about whether REAL-T, V-N, T-T, CP-T, APP-Q, CHP.UN-T, AP.UN-T, AMAT-Q, AVGO-Q, INTC-Q, ENGH-T, WMT-N, NTR-T, RY-T, F-N, BTE-T, CPA.UN-T, ALA-T, BABA-N, NFLX-Q, TIH-T, WM-N, ATRL-T, EWZ-N, TLT-Q, TCS-T, MSFT-Q, LB-T are stocks to buy or sell.
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We think T is fine for income. However BCE is taking its restructuring efforts seriously and moving fast. With its better business diversity we would still lean towards BCE.
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The US DoJ has filed a antitrust lawsuit against V, accusing it of monopolizing the debit network markets. As a result, V could see increased scrutiny and potential fines. The DoJ has also filed antitrust lawsuits against AAPL recently, and MSFT decades ago.
We feel the most likely outcome is that V will agree to pay fines, but the process can be lengthy, and given its strong market position and robust balance sheet, we would view these pullbacks as good long-term buying opportunities.
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REAL is in recovery mode; it has a solid Q2 with a 27% 'beat' on earnings. It also has good positive leverage to lower interest rates (now occurring) and the real estate market. Earnings in the next two years will still be significantly lower than they have been historically, but at least EPS is back in growth mode (3c to 14c expected 2025/2024). The balance sheet remains strong and there has been some insider buying this year. It remains expensive on expected earnings, but there is improvement occurring here.
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Investing Theme to Watch:
Artificial intelligence
We know you are saying, “That’s a current trend,” and, yes, it is, but we think it is absolutely here to stay. It has probably barely started.
Like the internet in 1997, we do not really know where AI is going to take the world. It may be very helpful or it could be very disruptive. Entire industries could be replaced. Companies that properly utilize it might see profit margins soar and stock prices surge, too. Companies that miss the boat might go out of business.
At some point, companies will need to decide if the money spent on AI was worth it. We think, in most cases, it will be. Better productivity and higher profit margins will be powerful drivers for companies.
For stock pickers, there will be losers and winners in the AI game. The hardware sector has run already. Software and data analytic stocks might be next. After that, who really knows? Certainly, cybersecurity stocks could be winners. AI likely makes it far easier for scammers, so security is going to be a very big concern down the road.
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Rounded bottom, with pullback would recommend investing.