Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Stephen Takacsy, B. Eng, MBA and The Panic-Proof Portfolio (Stockchase Research) commented about whether SES-T, TA-T, WDO-T, TCS-T, AIF-T, EQB-T, BMO-T, SES-T, CP-T, T-T, CTC.A-T, AGF.B-T, CGX-T, BLX-T, MDA-T, PET-T, KXS-T, CJT-T, BIP.UN-T, QTRH-T, BYL-T, DWS-X, X-T are stocks to buy or sell.
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Likes their growth in the US. At the time, he also owned TD, but ditched it when they got in legal trouble with money-laundering before their growth got capped. (He bought RY instead.) BMO has had some integration problems with a western bank, but still likes they have a growth market in the US. Now, all banks are in a funk because of the trade war and a potential consumer slowdown. Doesn't expect big moves up by the banks unless Trump throws in the towel. Long term, this is good, but banks won't soar short term.
Is Canada's 7th-largest bank, actually, including asset management. Is the best performer in bank stocks over 10 years with the fastest growth rate and the highest ROE of all the banks at over 15%. Shares have fallen 20%, now cheap, at 1.2x book value and under 8x PE. Pays a 2.18% dividend. Tey grow book value 10-15% annually and raise the dividend 15-20% annually like clockwork. They've been buying back shares. Great to buy on their pullback. With few locations, it's really a digital bank with low costs. Are good at targeting the young consumer and small businesses. Are big in construction loans for apartment buildings.
(Analysts’ price target is $120.17)Are now a pure-play tech company after selling non-tech businesses. With that cash, are buying back shares. They globally lead in software for data analytics valuing and monitoring commercial real estate assets (banks, insurance companies and property managers are clients). 75% of revenues are recurring and high margin. Trades at a huge discount to US peers. Probably will be acquired in a few years.
(Analysts’ price target is $59.14)They dominate supply chain management software solutions in US hospitals, and are moving into pharmacies. Has recommend it before. Good to buy now on a pullback. They recently raised guidance. Recurring revenues are growing over 30% annually as gross margins top 70% and EBITDA to pass 10% next year. Are buying back shares for the first time. A takeover candidate.
(Analysts’ price target is $49.40)
WDO is a high-grade gold miner operating facilities in Ontario and Quebec. Production in Quebec is ramping up as deep zone work is exploited -- creating a near doubling of production there. Strong cash flow is allowing the company to aggressively retire debt while still seeing cash reserves grow. It trades at 19x earnings and supports a ROE of 27%. We recommend setting a stop-loss at $13.50, looking to achieve $20.00 -- upside potential of 18%. Yield 0%
(Analysts’ price target is $19.89)TA holds a basket of high-quality power generation facilities including renewables. The company is prudently using some cash reserves to aggressively retire debt and buy back shares. It trades at 21x earnings and supports a 25% ROE. We recommend setting a stop-loss at $9.50, looking to achieve $16.00 -- upside potential of 28%. Yield 1.9%
(Analysts’ price target is $18.33)SES holds a basket of waste services and recycling assets that has recently expanded to include metals recycling -- not exciting business, but stable. It trades at 6x earnings and supports a 52% ROE. Cash flow is strong and growing rapidly to allow for aggressive debt retirement and shares buyback. We recommend setting a stop-loss at $9, looking to achieve $17 -- upside potential of 25%. Yield 0%
(Analysts’ price target is $17.93)
Are hurt by the trade war; volumes will decline. CP is more exposed to cars crossing the US border. Buying KC was a great strategy. The rails have never been this cheap, so this will do well in 5 years. Just painful to hold now. A quality company with strong pricing power.