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It's a Monthly Gems opinion which is available only for Premium members

Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK

Its PE sank to 34.4x after that report, close to its median average of 33.94x. Its quarter was far from a disaster, so the sell-off was an over-reaction. Year-over-year earnings actually rose 10% and sales 16%, while Azure revenues jumped 32%. MSFT pays a 0.77% dividend, so you're not buying this for income. This is one to hold long term.

premium

It's a Monthly Gems opinion which is available only for Premium members

Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK

Shares are basically flat over the past year do some quarterly misses, but its PE has fallen to 22.34x, below its 24.06x, making it an attractive entry point. It pays a moderate 1.72x dividend because the company is investing in expansion, which should bolster top and bottom lines in future quarters and reinforce the company's prominence in this healthy space.

premium

It's a Monthly Gems opinion which is available only for Premium members

Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK

Fortis currently pays 4.09% and will raise that by 4.2%. The dark days of interest rate hikes are over, and the expected cuts are certainly working in Fortis' favour. A favourite of Stockchaser Trevor Rose and much of Bay Street, Fortis trades at 18.88x PE which is below its median average of 19.77x. This despite shares rallying 5.5% over the past three months.

COMMENT

Believes recent earnings season in the USA is pointing towards a strong economy. 1) Price Stability and 2) Full Employment appears to have come to fruition. Inflation and wage growth does not appear to be a problem. Overall, the markets appear strong, with a firm base for continued economic strength. Upcoming US election will be interesting to watch, but doesn't think it will affect strong companies with durable competitive advantages, and strong economic attributes.  

TOP PICK

Very strong brand name with growing footprint in USA. Excellent price to value proposition on the stock markets. Recent meeting with CEO very positive. Share price below pre Covid-19 levels. Expecting 8-10 new stores in the US annually. Earnings projected to grow with expanded margins. EPS growth also projected to rise as more sales roll in. Would recommend to long term shareholders. 

TOP PICK

One of two large players in global commercial airline business. French business with strong business prospects. Overall macro theme is very strong. Oligopoly style business with excellent market share. Expected middle class growth globally will keep growth and earnings growing. Would recommend at current share price. Good long term hold. Excellent brand name with near global recognition. 

TOP PICK

Very strong R&D pipeline, with new products expected. Off recent share price highs, which is a good time to buy. Margins very strong on new products. Expecting earnings to rise in the immediate future. Low double digit EPS @ 16x earnings a very strong value proposition. Will continue to hold for the long term. 

PAST TOP PICK
(A Top Pick Sep 15/23, Up 27%)

Added about 1.5 years ago based on quality name that had been priced at a discount (post Covid-19 sell off). Since then, has sold shares. Believes share price is fully valued. Would invest more if share price fell. 

PAST TOP PICK
(A Top Pick Sep 15/23, Up 39%)

Excellent company that has owned for ~10 years. Will continue ownership. Very high quality business with strong balance sheet, and ability to generate profits. Management very strong with good capital allocation skills. 

PAST TOP PICK
(A Top Pick Sep 15/23, Up 9%)

Still owns business. Excellent business. Expecting earnings to grow. Ability to grow in USA very good. Slow and steady growth - defensive name. Very good for a long term investor. 

HOLD

Business has done a great job YTD (~20% share price appreciation this year). Earnings growth this year very good. New CEO doing a good job. Share price has been flat - hard to grow in the USA. Would hold at current share price level. Not buying, or selling. 

WATCH

Company under pressure - recent announcements to raise debt and equity. Working capital has fallen short lately. Recent union negotiations time consuming. However, demand for products high. Will depend on how well company executes in the next 1-2 years. Time will tell. Would recommend watching for now. 

BUY

Very good company, strong earnings and excellent share price to buy at. Company investing into A.I. technology and data center storage. Large product offering with rising user base. Company has over 3 billion users/month. Excellent advertising margins with low capital requirements. Would recommend buying and holding for the long term. 

DON'T BUY

Does not own shares in the company. Recent hiccups with production. Lots of competition in the markets. Very hard to differentiate. Would not recommend buying right now. 

BUY ON WEAKNESS

3rd largest pharmacy distributor in the USA. Good job at new products and pricing strategy. Has recently streamlined operations. However, stock price fully valued. Would recommend buying on weakness (below $95/share).