Today, Javed Mirza and The Panic-Proof Portfolio (Stockchase Research) commented about whether RNR-N, PANW-N, SIG-N, MELI-Q, CPX-T, TVK-T, RY.PR.H-T, UBS-N, GLXY-T, UAL-N, NCSM-Q, PXS-Q, GCT-Q, VC-Q, GGAL-Q, WFG-T, GEI-T, PKI-T, WELL-T, BABA-N, XGD-T, GDX-N, U-N, T-T, RCI.B-T, BCE-T, RY-T, BNS-T, SMCI-Q, PIF-T, BLX-T, INE-T, TOY-T, LNR-T, CTC.A-T, TECK.B-T, FNV-T, NA-T, IVN-T, CAE-T, ATZ-T, MFC-T, CCO-T, RY-T, NA-T, TD-T, CCL-N, ADBE-Q, BDGI-T, NVDA-Q, MGK-N are stocks to buy or sell.
Pipelines have been great this year and he recently took the trade off, yet they've continued to run. Continue to look strong. If he's correct about rates going higher again, and bond proxies coming under pressure, people will still want yield. If inflation comes back, he thinks pipelines are going to be the new hot thing.
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
GGAL provides financial banking, insurance and lending services to customers in Argentina. It has benefited from higher interest rates, leading to a 24% increase in operating income. It trades at 7x forward earnings, 1.5x book and supports a ROE of 37%. We like that cash reserves are still growing, while debt is retired. We recommend setting a stop-loss at $36, looking to achieve $63 -- upside potential of 29%. Yield 5.3%
(Analysts’ price target is $63.49)Stock price when the opinion was issued
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
VC produces electronics used in cars such as digital displays and EV wireless battery management systems. We like that cash reserves are growing, while shares are bought back and debt is retired. It trades at 10x earnings, 2.2x book and supports a robust 56% ROE. EPS have grown by 25% annually over the past five years. We recommend setting a stop-loss at $74, looking to achieve $122 -- upside potential of 35%. Yield 0%
(Analysts’ price target is $122.08)Stock price when the opinion was issued
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
GCT offers a marketplace platform for manufacturers of larger parcels like furniture, appliances and fitness equipment in Asia with buyers in North America and Europe. It trades at 9x earnings, under 3x book and supports a 38% ROE. Cash reserves are growing, while debt is retired. We recommend setting a stop-loss at $16, looking to achieve $32 -- upside potential of 28%. Yield 0%
(Analysts’ price target is $51.37)Stock price when the opinion was issued
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
Our PAST TOP PICK with PXS has triggered its stop at $4.75. To remain disciplined, we recommend covering the position at this time. Combined with our other guidance, this will result in a net investment loss of 7%.
Stock price when the opinion was issued
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
Our PAST TOP PICK with UAL has achieved its target at $72. To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $41) to $47.
Stock price when the opinion was issued
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
Our PAST TOP PICK with GLXY has achieved its target at $20.00. To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $12.00) to $13.50.
Stock price when the opinion was issued
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
Curated by Michael O'Reilly since 2020.
1550+ opinions with
4.81 rating (one of the best performing expert).
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