Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Andrew Pyle and The Panic-Proof Portfolio (Stockchase Research) commented about whether DFY-T, PRL-T, CPX-T, GLXY-T, TVK-T, VIRC-Q, ESEA-Q, LDOS-N, GSK-N, OMC-N, SPB-T, MA-N, AVGO-Q, V-N, AQN-T, MG-T, BEP.UN-T, H-T, MFC-T, NPI-T, MX-T, DG-N, SMCI-Q, TOU-T, MSFT-Q, PFE-N, VRT-N, ARM-Q, BBD.B-T, TRP-T, CLS-T, BCE-T, ADBE-Q, NTR-T are stocks to buy or sell.
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Probably a more positive outlook for 2025 than in 2024. A warning for those who invest just for the dividend; high yield doesn't always mean the stock price is safe. Beaten up already, and then tax-loss season came along.
Peeling back the layers, it's still well run. At these levels, don't buy it for income. You're buying for growth. In the medium term, there are growth opportunities here.
Outlook is still favourable. Taking advantage of spending in the electronic world. Fundamentals will still do well. Forming partnerships with other companies furthers integration in the digital space. Decent runway, though you may want to wait for a pullback to enter.
See his Top Picks.
Really large footprint in a niche area of AI, which will provide better growth than an NVDA (whose growth is starting to slow). Building up AI infrastructure and cost efficiency. Valuation is great. The CDR hedges against the CAD moving up from its very low level now. Yield is 1.2%.
(Analysts’ price target is $197.96)Increased demand for credit cards and online shopping will continue. Partnership with NFLX focuses on live events. None of these partnerships will generate a ton of revenue, but it's ingenious how they're gaining access to the consumer. Yield is 0.5%.
(Analysts’ price target is $564.73)He's looking for a good entry point. Cut dividend, which was long overdue. Now looking at more share buybacks, a good thing. Valuation is really attractive. Strong fundamentals going forward. Not a dividend play, but a good opportunity for growth. Yield is 3%.
(Analysts’ price target is $9.00)
Premium contentTwo of the largest advertising companies in the US just paired up under the OMC name in a $13.2 billion all stock deal. The new entity will represent 48% of ad revenue and OMC management expects $750 million in annual cost savings. It trades at 13x earnings and supports a ROE of 33%. We recommend setting a stop-loss at $80, looking to achieve $116 -- upside potential of 28%. Yield 3.0%
(Analysts’ price target is $116.02)Premium contentThis large global biopharma company has reported continued success in a oncology based treatment for a blood cancer effecting 180,000 new patients annually. The company is building cash reserves while debt is retired. It trades at 22x earnings and supports a 21% ROE. We recommend setting a stop-loss at $27, looking to achieve $45 -- upside potential of 26%. Yield 4.5%
(Analysts’ price target is $45.07)Premium contentLDOS provides cybersecurity and defense solutions to US governments. They were just awarded a $670 million hypersonic missile research contract. It trades at 17x earnings and supports a 27% ROE. We like that cash reserves are growing, while debt is retired and shares bought back. We recommend setting a stop-loss at $125, looking to achieve $192 -- upside potential of 24%. Yield 1.0%
(Analysts’ price target is $192.17)Premium contentOur PAST TOP PICK with ESEA has triggered its stop at $36. To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 9%, when combined with our previous guidance.
Premium contentOur PAST TOP PICK with VIRC has triggered its stop at $12. To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 16%, when combined with our previous guidance.
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Solid company. Thinks 2025 will be positive for the consumer and auto demand, and the stock's not reflecting this. If you're a long-term player, and you still like the fundamentals, keep holding.