Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Jamie Murray and The Panic-Proof Portfolio (Stockchase Research) commented about whether LNG-A, SLF.PR.D-T, CCS.PR.C-T, CIU.PR.A-T, NPI-T, TMO-N, ADYEY-OTC, ATRL-T, J-N, TD-T, MFC-T, MDI-T, AQN-T, CS-T, HBM-T, FM-T, BNS-T, SJ-T, NWH.UN-T, AON-N, EIF-T, ATZ-T, CPX-T, MSFT-Q, GOOG-Q, META-Q, AMZN-Q, AAPL-Q, CHP.UN-T, WJX-T, FTT-T, TIH-T, SIS-T, SNOW-N, PRL-T, GSY-T, WCP-T are stocks to buy or sell.
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Tough go due to capital structure and cost overruns. Needs to get the dividend, cashflow, and balance sheet straightened out. Not looking at right now. If you own, consider harvesting a tax loss if you can and redeploy into other names.
Likes the power space in general. See his Top Picks.
The stock really works when mining companies are outlining plans to put mines into construction. It's early in the mine cycle, construction hasn't ramped up yet. Range-bound. Very well run, no debt, recent acquisition. In his global equity fund.
Primed and ready for the next mining cycle. The signal will be more equity raises from junior gold and copper companies.
CEO did a great job cleaning things up, and is retiring next year. Trimming aggressively in the last month or so. Sold it in his growth fund, bringing down the weight in his income fund. A lot of the gains have been made. Yield now is just 3.5%. Company's doing everything right, there just isn't the same upside as a year ago.
Not a household name. Provides the payments and processing backbone for many of our favourite apps and services around the world. Think Uber and Spotify. Uses the same, unified software all around the world.
Cashflow machine. Topline grows about 20% per year, and about 50-60% of that flows through to the bottom line. $9B in euros sitting on the balance sheet. Stock weak due to higher competition, but that's ending. Good line of sight to revenue growth. No dividend.
Touches all aspects of bio-pharma industry. For example, helps run pharmaceutical trials, and helps build and design new drugs. Everything you need, such as electron microscopes, to create new drugs and products.
Weak coming out of Covid, as there was too much inventory in the system. Now primed to see revenue growth reaccelerate. Last time, Trump was favourable to healthcare and biotech. Low multiple relative to its historical average. Yield is 0.3%.
Chart's shown weakness. Cost overruns on 2 projects. Sub-contracts out work, worker fatality in Taiwan. Without a full-time CEO and CFO. Lots of uncertainty around it, so lots of investors are putting it in the "too hard" pile. As projects come online, earnings growth and dividend will be secure. Great entry point for a great company. Great yield of 5.9%.
(Analysts’ price target is $29.36)
Canadian preferred shares still hold great upside value opportunities and pay a great dividend. We reiterate this as a TOP PICK. Canadian Utilities has over $22 billion in assets and operates energy related projects in Canada, Mexico, Australia and Puerto Rico. We continue to recommend maintaining a stop at $15, looking to achieve $25 -- upside potential of 30%. Yield 6.0%
Canadian preferred shares still hold great upside value opportunities and pay a great dividend and we reiterate this as a TOP PICK. CCS holds $58 billion in assets and has served the Canadian market for 78 years operating as a multi-line insurance cooperative and these preferred shares offer a great yield. We continue to recommend maintaining a stop at $17, looking to achieve $25 -- upside potential of 18%. Yield 5.9%
Canadian preferred shares still hold great upside value opportunities and pay a great dividend. We reiterate this well-diversified life and wealth management company, which generates over $4.3 billion in free cash flow, as a TOP PICK. This preferred share pays a perpetual quarterly dividend that has a great yield and high (Pfd-2H) credit rating. We continue to recommend maintaining a stop at $15.50, looking to achieve $25 -- upside potential of 25%. Yield 5.5%
His choice in the mining space, in his global equity growth fund.