Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Jordan Zinberg and Jordan Zinberg commented about whether NCI-X, LMN-X, PRL-T, KITS-T, WELL-T, FAR-T, LNF-T, VNP-T, PNG-X, AFN-T, MEQ-T, TOI-X, E-T, GSY-T, BDT-T, GUD-T, VHI-T, XX-X, MDA-T, ATZ-T, SHLE-T, MCB-T, SIS-T are stocks to buy or sell.
- Page 2/4
- Next Page
Likes it here. Stock's gone quiet in terms of price, but operationally the company is doing extremely well. Last couple of quarters have been excellent. Founder-CEO still owns half the company, and he loves that structure. Strong growth in rents, very low vacancies. Now at a discount to NAV of ~$253. Sleep at night, steady eddy.
Key is that it retains most of cashflows to buy more buildings, rather then pay out in dividends the way most REITs do. Instituted a very small dividend only to appeal to those funds that have a dividend mandate.
How do you feel about the consumer? This name is based on sentiment and consumer's comfort with buying big-ticket items. Dominant player in Canada. He wants companies that can grow 20+% a year, and he struggles with being able to sell 20% more couches, etc. Conservative choice. Don't buy right now.
Just because a stock's dropped in price, it doesn't mean it's necessarily a good time to buy.
Mining services, and rapidly growing water treatment. Very well run, nice clean balance sheet. Missed a couple of quarters because junior miners reduced activity. Numbers looked flat or down. With tariff threat, he wanted his best ideas only and he sold.
Now, mining activity is picking up. May have seen the trough on this one; may or may not have another disappointing quarter. If you can wait another quarter or two, stock may start to rebound.
Expectations have been high since the beginning; founder's previous success was attributed to this name. Business has changed over time. Good job growing business. Revenue growth is there, profitability is not. Good investment banking client, as they raise money quite often, and so the analysts are favourable to it.
Loans mostly in the US, also a Canadian division. Recent UK acquisition. Last week, refinanced debt at substantially lower rate and upsized it. Now has lots of firepower at a lower rate. Growth, nice dividend, trades at 7x PE. Consensus growth for Q1 is 40%. Extremely well run, management owns a ton of stock. For him, a must-own. Yield is 2.27%.
(Analysts’ price target is $40.50)
IT services. Like a "baby" GIB.A. Based in Toronto, but provides services mainly in the Middle East and mostly in Saudi Arabia. Diversified customer base. Sub-$100M market cap. Growing topline extremely fast, profitable, nice balance sheet. No dividend.
He likes to come on the show and sometimes present a name that investors haven't hear of. Only 1 analyst covers it; that will probably change. Over time, stock should move higher as awareness grows and valuation will expand.
(Analysts’ price target is $3.00)
We've already recommended National Bank, so let's look at the second-cheapest bank, CIBC, with its 11.2.x PE and EPS growth over five years of 5.39%, better than RY's 5.16%. Commerce has beaten its last four quarters with room to spare, and pays a safe dividend of 4.49%. Its EPS growth is beating the sector, and its most recent EPS was 17.89% higher than a year ago. CIBC's margins outpace the sector. Unlike TD, CIBC has a small presence south of the border. Because of that, a lot of its business lies in Canada—residential mortgages and commercial business—which will slow down if the economy does. That would explain why the street has assigned CIBC a lower future PE of 11.09x. That said, CIBC offers a safe, generous dividend with reasonable room to grow, certainly better than TD.
Long a favourite of Stockchase Michael O'Reilly, this Alberta renewable energy company sank over 2% during April's tariff-induced slide. The sell-off helped to halve TA's PE of 40x from last September, and is now trading far lower than the industry's 33x. Even better, is the confident forward PE of 33.57x. Other qualities: a low beta of 0.55 and low payout ratio of 40% to support the 2.12% dividend yield. True, that yield lags its peers by 150 basis points or more, but TransAlta's ROE is 25.3%, towering over the sector's 8.97%. Anchored by strong free cash flows, the company is aggressively buying back shares as institutional shareholders own 67% of this stock. Lower interest rates are a tailwind for the entire sector
It's not too late to invest in Europe. Volatility will furnish buying opportunities and VE-T will save investors time from researching the right stock(s) across the Atlantic. VE's top holdings start with SAP, Nestle, ASML Holding, Roche, Shell, Novartis, Novo Nordisk, AstraZeneca, HSBC and Siemens, a cross-section of industries that offers exposure to energy, the weight-loss drugs and banking. In fact, financial services comprise 21.5% of VE, the largest sector, followed by industrials and healthcare. Volumes can be a problem with some international ETFs, but VE trades at a reasonable daily trade of 35,600 shares. This ETF trades at 16.4x PE compared to the CAC 40's 18.5x and the German DAX which clocks in slightly lower. VE pays a 2.79% dividend at a low MER of 0.22%. Best to hold this in a TFSA.
Had a big run, and he still owns. But see his Top Picks for a name with more upside.