Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Brett Girard, CPA, CA, CFA and Jim Cramer - Mad Money commented about whether ARLP-Q, CNR-N, BTU-N, WING-Q, SRAD-Q, APP-Q, HNST-Q, GEV-N, ANET-N, FUBO-N, NFLX-Q, TSLA-Q, UPS-N, HLMA-LN, AOS-N, TMO-N, ATRL-T, STN-T, WSP-T, MG-T, LNR-T, CNR-T, CP-T, ABB-N, FTT-T, TIH-T, INTC-Q, CNQ-T, BAC-N, NFI-T, LFUS-Q, T-T, CLPBY-OTC, FTS-T, EMA-T, ROP-N, KHC-Q, NFLX-Q, LNN-N, NSRGY-OTC, UL-N, NEE-N, VRT-N, NVO-N, SVNLY-OTC, RY-T, TD-T, SFL-N are stocks to buy or sell.
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Don't yet know how things are going to shake out. Rhetoric is at an all-time high. Short term, it's impacting our economy because the US is our largest trading partner. Reality is that there's a lot of value-added auto manufacturing in both Canada and US; the 2 countries are inextricably linked. Tariffs will be punitive for both Canada and the US.
Hope is not an investment strategy, but we have to hope that rational heads can prevail so that there continues to be a steady flow of goods across our borders.
High quality. Stock's done well on good execution. Canadian engineering firms have a strong business model in Canada, and they're continuing to expand outside Canada; lots of opportunities to do well. He holds STN instead.
Buy a bit now. If price goes up, you'll be happy you got in earlier. If price goes down, buy a bit more to average down. Nothing wrong with the name, you can own for a long time.
2023 and 2024 were challenged due to overhang with inventory. Will benefit from talk of deregulation of healthcare in the US. In spite of flat pricing for products, dividends still grow between 11-20%. Defensive, high-quality name, sleep at night, just let it ride. Yield is 0.3%.
(Analysts’ price target is $643.86)Water filtration, boilers, water technology. About 75% of sales are domestic US, so tariffs are not much of an issue. Things like devastation from California wildfires will push demand. Missteps in China and India. Dividends continue to grow ~12% a year. High quality name, relatively cheap compared to historical levels. Yield is 1.9%.
(Analysts’ price target is $82.83)Chart shows nice stair steps over time. Fire safety, wastewater detection, healthcare (focused on cataract lenses). Serial acquirer, owning over 50 companies across those 3 segments. Exceptional job buying small companies at attractive valuations and growing them over time. High quality name, and gives Canadians a very different exposure from the usual same old, same old, with good protection from US tariffs.
Since 2021, revenue's grown by 51%, profits by 42%, and ROIC steadily by ~14.5% per year. (Price target is in British pounds sterling.) Yield is 0.8%.
(Also available on the OTC market.)
They delivered a blowout Q4: a big revenue beat and EPS, up 102%, strong margins despite expensive shows. cash flow of $1.38 billion, revenue 16% YOY, and 18.91 million new subscribers vs. the expected 10 million. However, guidance was mixed, with the forecast in the current quarter below expectations, but they slightly raised full-year 2025 in revenue and operating margin. They're running circles around the competition. Their hits: Squid Game 2, Carry-On, and NFL on Christmas Day. Their ad-supported tier accounted for 55% of sign-ups in Q4. This has more momentum than he's ever seen.
Is up 200% since spinning off from GE last April. Nuclear power is a small part of their business and it will take years to pay off. But they have a strong backlog of orders a record $13.2 billion worth; revenues are up a solid 5% YOY, but EPS fell far short. Free cash flow as a little light. Their business is 50/50 equipment and services; they sell equipment which they then service for years, which is a great setup. The equipment backlog is up 50% in the past two years, largely from price increases and customs have no choice but to pay off. So headline numbers in their recent earnings were disappointing, but their backlog numbers are phenomenal. If they can maintain their pricing power, then shares will continue to rise.
Don't yet know how things are going to shake out. Rhetoric is at an all-time high. Short term, it's impacting our economy because the US is our largest trading partner. Reality is that there's a lot of value-added auto manufacturing in both Canada and US; the 2 countries are inextricably linked. Tariffs will be punitive for both Canada and the US.
Hope is not an investment strategy, but we have to hope that rational heads can prevail so that there continues to be a steady flow of goods across our borders.