Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Jim Lebenthal and Jason Snipe, CIO, Odyssey Capital Advisors commented about whether APO-N, UNH-N, BLK-N, ARES-N, C-N, SAVE-N, DAL-N, CB-N, XOM-N are stocks to buy or sell.

BUY

Because of today's strong jobs report, credit delinquencies won't be as bad as feared, which benefits Citi.

BUY

Are positioned well for private credit.

BUY

They report next Friday. Is up 15% this year and trades at 22x forward PE. Q2 in-flows are solid at $51 billion. They have $10.6 trillion AUM. Trades at a premium, but boast solid margins.

BUY

Is a reliable compounder who always beat and raise, with reliable earnings growth. Solid. They raised their dividend 12%. Good upside to come.

BUY

Is up 19% in the last month, 9% in the past week. Fee-related earnings are set to grow up to 20% compounded through 2029 by which time they will likely have $1.5 trillion AUM. They're buying Barnes who are busy in industrials.

BUY

Is up 96% since GE spun it out. A winner, though not cheap. It's part of a secular theme of an energy transformation from now to 2050, fuelled by AI.

BUY

She bought it around 15x PE, not at 35.43x forward PE (Apple is 31.09x). This wins in so many ways. After gaining so much, the stock is pausing and that's fine. Retail margins and AWS are expanding. Great free cash flow and are investing a lot in AI.

COMMENT

Recent market highs pointing towards general strength in the economy. However, geo-political tension and upcoming elections in USA and Canada could impact markets. Underlying fundamentals of business remain the most important attribute when evaluating equities. Investors should be aware of chance that markets will fall. It could be a good time for investors to take some profits with recent highs in the market. Would advise investors to keep cash on the sidelines in case of a market correction. Chinese economy will also be important factor in evaluating global markets strength vs. weakness. 

TOP PICK

Believes is a good time to buy auto part manufactures due to all time low sentiment. Current share price is a bargain price given fundamentals. Not just auto part maker with agriculture exposure, and other parts of the economy. Leadership very strong, and is grown organically. Would recommend investing, and holding for the long term. 

TOP PICK

Believes energy is due for strength. Very good management team with high quality assets. Current share price presenting value for investors. Good at execution between drilling and M&A. Would recommend as a good long term investment. Dividend is also very safe for income oriented investors. CEO also has a lot of insider ownership. 

TOP PICK

Very well prices for bargain hunting investors. Wide range of industry exposure. Ability to deploy capital very strong, with excellent returns. Overall a strong business. Reliable dividends that are expected to continue. 

PAST TOP PICK
(A Top Pick Oct 11/23, Up 27%)

Continues to like this stock. Will continue to own shares. Very generous dividend. Not worried about credit conditions. Excellent brand with loyal customers in Canada. Earnings basis continue to grow. Multiples still presenting value for new investors. Would recommend to new investors. 

PAST TOP PICK
(A Top Pick Oct 11/23, Up 40%)

Still owns shares, and believes business will continue to perform. Excellent management team with good capital allocation skills. Doesn't have geographic risk that other producers have. Very good at finding gold and new assets. 

PAST TOP PICK
(A Top Pick Oct 11/23, Up 41%)

Excellent company with strong assets, and demand for product. Will continue to own shares. Expecting further strength in the share price. Very good management team. Recent modular constriction purchase will be good for profits. 

WATCH

Over the past year, lots of insider buying. Cheap valuation, however other energy producers to invest in. Would watch company. Could be better options within energy.