Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Bruce Murray and The Panic-Proof Portfolio (Stockchase Research) commented about whether VAL-N, ONIT-N, GSK-N, META-Q, UBER-N, AC-T, TRZ-T, WJX-T, PRL-T, DSG-T, UNH-N, BCE-T, CCO-T, EFR-T, GEHC-Q, GEV-N, CS-T, HBM-T, FCX-N, LNR-T, PFE-N, AMZN-Q, CRM-N, WTE-T, LLY-N, CHE.UN-T, QQQ-Q, ET-T, CLS-T, GOOG-Q, CVE-T, BTE-T, ATZ-T are stocks to buy or sell.
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Recently added a small, 2%, position. Likes the dividend yield. Believes the industrial economy will pick up, though Canada may be slower than the US. Exposed to the Canadian industrial economy right across the country. Yield is 6.7%.
His strategy is to ride the stock up. As it does, the yield drops. So if the yield here were to drop, and he found another stock with a better yield, he'd consider switching out.
Disciplined management, as shown by recent layoffs. Outside of NA, whole world works on WhatsApp. Introducing AI into all its products. For advertising, you can reach people for pennies a shot. Yield is 0.3%.
If the CEO cosies up on whichever side the wind's blowing, that doesn't put him off. His job is to make money, not to support social causes. He puts his focus on the business and its profitability.
We reiterate GSK as a TOP PICK. We like that cash reserves are holding steady, despite an aggressive retirement of debt. It trades at 22x earnings and supports a 18% ROE. The solid dividend is backed by a payout ratio under 50% of cash flow. The company is partnering with another pharma to develop Parkinson's disease treatments. We continue to recommend a stop at $27, looking to achieve $41 -- upside potential over 20%. Yield 4.6%
(Analysts’ price target is $40.89)We reiterate this non-bank mortgage lender as a TOP PICK. Recently reported earnings showed a 23% increase in loan originations to $8.5 billion. They are adjusting long term debt to reduce their interest payments by $14 million annually. It trades at 21x earnings and under book value. We continue to recommend a stop at $29, looking to achieve $44 -- upside potential of 33%. Yield 0%
(Analysts’ price target is $43.75)We reiterate VAL, the world's largest offshore rig operator, as a TOP PICK. Its size makes it the go to offshore rig provider during periods of drilling revival -- which we think may be underway again. It trades at 10x earnings, 1.6x book and supports a robust 32% ROE. We continue to recommend a stop at $40, looking to achieve $60 -- upside potential of 23%. Yield 0%
(Analysts’ price target is $60.36)
He bought some yesterday. Didn't change guidance. Q4 profitability was OK, though revenue was a bit light. Health insurance in US will continue to grow, it's a leader. Core holding for him. Great distribution system, so cost is less than peers. Trump administration will not nationalize healthcare.