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The developer of non-invasive skin care technologies used world-wide (laser treatment, hair removal, etc.) is a TOP PICK. We like strong cash flow generation that has been backed by annual revenue growth exceeding 30% for the past three years. This allows cash reserves to grow, while the company buys back shares. It trades at 7x earnings, 1.6x book and supports a ROE of 24%. We recommend setting a stop-loss at $11, looking to achieve $21 -- upside potential of 28%. Yield 0%
(Analysts’ price target is $21.17)VIPS is a play on the potential for China and the US to negotiate mutually beneficial terms for tariffs. The online seller of retail clothing based in China has seen strong revenue and cash flow growth, based on high margin online sales. It trades at 6x earnings, 1.2x book and supports a 20% ROE. Its dividend is backed by a payout ratio under 25% of cash flow. It continues to build cash reserves while aggressively buying back shares. We recommend setting a stop-loss at $8.50, looking to achieve $16.00 -- upside potential of 20%. Yield 3.6%
(Analysts’ price target is $16.73)- Boeing (BA-N)
- Hasbro Inc (HAS-Q)
- Hewlett-Packard Co (HPQ-N)
- Target Corp (TGT-N)
- H&R Block (HRB-N)
- Dollar General Corp. (DG-N)
- Ford Motor (F-N)
- JP Morgan Chase & Co (JPM-N)
- Advanced Micro Devices (AMD-Q)
- Alaska Air Group (ALK-N)
- Graco Inc. (GGG-N)
- Teck Resources Ltd. (B) (TECK.B-T)
- Matador Resources (MTDR-N)
- PG&E Corp (PCG-N)
- Main Street Capital Corp. (MAIN-N)
Hasbro, Inc. engages in the provision of children and family leisure time products and services with a portfolio of brands and entertainment properties. The firm's brands of toys include Power Rangers, Magic: The Gathering, Monopoly, My Little Pony, Nerf, Play-Doh and Transformers. It operates through the following segments: Consumer Products, Wizards of the Coast and Digital Gaming, Entertainment, and Corporate and Other. The Consumer Products segment markets and sells toys and game products around the world.
HP Inc. is an information technology company, which engages in the provision of personal computing and other access devices, imaging and printing products, and related technologies, solutions, and services. It operates through the following segments: Personal Systems, Printing, and Corporate Investments. The Personal Systems segment offers commercial and consumer desktop and notebook personal computers, workstations, thin clients, commercial tablets and mobility devices, retail point-of-sale systems, displays and other related accessories, software, support, and services for the commercial and consumer markets.
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There may be some evidence of that. It's been an eventful first almost-4 months of the year, and especially since so-called "liberation day". A better name might be liquidation day. People are catching on to the fact that the White House says one thing today and negates it the next, which might make investors less trigger happy.
Hopefully, there's some longer reflection being made instead of knee-jerk reactions to off-the-cuff remarks. A lot of volatility for sure.
Now it's really a disparate group of stocks. Not at all the way they traded for 2024 and 2023. He favours the ones that have recurring revenue. TSLA was the first to report, and it was a bomb on the quarter.
GOOG skews more to the service sector side of the economy, which is distanced from tariffs. Very robust business, dominant player in Search advertising. He has no undue concerns about that. DOJ lawsuits are usually more bark than bite.
Cloud business is growing nicely for all involved in it.
This operator of 30 acute care hospitals and 200 care sites in the US is a TOP PICK. They are managing through turbulent times for the sector, while growing cash reserves and reducing debt. Nursing costs are stabile and they will soon know about a partnership in New Mexico which analysts believe will further stimulate cash flow. It trades at 9x earnings, 1.6x book and supports a 23% ROE. We recommend setting a stop-loss at $8.00, looking to achieve $16.50 -- upside potential of 28%. Yield 0%
(Analysts’ price target is $19.90)