Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Stan Wong and The Panic-Proof Portfolio (Stockchase Research) commented about whether OMC-N, BIPC-T, AAPL-Q, ET-T, AZN-N, PET-T, RCI.B-T, CPA-N, EQNR-N, GSL-N, NFLX-Q, MA-N, EXPE-Q, AMZN-Q, AAPL-Q, AMD-Q, SCHD-N, NVDA-Q, BCE-T, MFC-T, ZQQ-T, GS-N, SHOP-T, PANW-N, NVO-N, DOL-T, ZEB-T, ZWB-T, UNH-N, CPX-T, EMA-T, LYV-N, VIG-N, CNQ-T are stocks to buy or sell.
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Clearly winning the streaming wars, being pulled upward by increasing number of global subscribers. That's driving pricing power. New ad-supported tier, password-sharing crackdown. Investing in original content. Live sports are generating revenue. No dividend.
Increasing cashflow. Sees 23% earnings growth. Shares are down ~15%.
We reiterate this Greek shipping company as a TOP PICK. Global shipping will need to step in to assist global trade supply chain adjustments and this company is well suited to participate. We like that cash reserves are growing, while shares are bought back. It trades at 3x earnings, under book value and supports a 26% ROE. Management says that over three-quarters of their capacity is already booked for 2025. The yield is attractive and is supported by a payout ratio under 20% of cash flow. We recommend trailing up the stop (from $17) to $19, looking to achieve $28 — upside potential over 20%. Yield 7.3%
(Analysts’ price target is $27.75)We reiterate this Norwegian based North Sea energy producer as a TOP PICK. The importance of energy security in Europe has never been greater and EQNR is well positioned. It trades at 7x earnings, under 2x book and supports a 20% ROE. Management is prudently using cash reserves to aggressively buy back shares and retire debt. We recommend maintaining a tight stop at $22, looking to achieve $29 — upside potential over 20%. Yield 4.8%
(Analysts’ price target is $28.72)We reiterate this Panama based airline for Latin America as a TOP PICK. Recent data shows the airline utilization rates along with revenue per passenger mile continued to grow last mont. We like that cash reserves are growing, shares trade at 5x earnings, under 2x book and supports a ROE of 27%. The robust yield is backed by a payout ratio under 50% of cash flow. We continue to recommend a stop at $86, looking to achieve $118 — upside potential of 28%. Yield 7.0%
(Analysts’ price target is $149.60)Our PAST TOP PICK with ET has triggered its stop at $11. To remain disciplined we recommend covering the position at this time. When combined with our previous guidance, this will result in a net investment loss of 9%.
Our PAST TOP PICK with AAPL has triggered its stop at $212. To remain disciplined we recommend covering the position at this time. When combined with our previous guidance, this will result in a net investment gain of 25%.
Our PAST TOP PICK with BIPC has triggered its stop at $51. To remain disciplined we recommend covering the position at this time. When combined with our previous guidance, this will result in a net investment loss of 1%.
Capitalizing on shift to digital payments. Increasing cross-border travel helps names like this, as cross-border transactions are high margin. Fintech and AI are unlocking areas of revenue. Interesting partnerships and acquisitions. Cashflow remains high. Yield is 1.0%.
(Analysts’ price target is $627.33)Exceeding expectations on quarterly results. Seeing ~13% annual earnings growth going forward. Shares are down 10-11%, attractive entry point.