Latest Stock Buy or Sell? Make More Informed Decisions!
Today, The Panic-Proof Portfolio (Stockchase Research) and Barry Schwartz commented about whether CSU-T, BRK.B-N, AAPL-Q, BBD.B-T, ADBE-Q, FSV-T, BCE-T, AC-T, V-N, CSGP-Q, MSCI-N, TSLA-Q, DE-N, PKI-T, ATD-T, TDG-N, BN-T, KKR-N, TOU-T, CCO-T, CP-T, CNR-T, NWN-N, VIPS-N, TA-T, WDO-T, SES-T, SES-T, GSK-N, UPWK-Q, HPS.A-T, VIST-N are stocks to buy or sell.
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Premium contentWe reiterate this electric transformer manufacturer, involved in data centre and cloud projects, as a TOP PICK. Recently reported earnings showed a 5% increase in year on year sales and a 17% increase in backlog of orders, which is great timing considering their new production factory is expected to open sooner than expected. It trades at 14x earnings, 3x book and supports a robust 31% ROE. We recommend trailing up the stop (from $70) to $80, looking to achieve $131 -- upside potential of 28%. Yield 1.1%
(Analysts’ price target is $148.25)Premium contentWe reiterate UPWK as a TOP PICK. EPS growth over the past three years has been impressive, while the company supports a robust 49% ROE. It trades at 13x earnings and 3x book. Cash reserves continue to grow as shares are bought back. We continue to recommend a stop at $13, looking to achieve $19 -- upside potential of 22%. Yield 0%
(Analysts’ price target is $19.10)Premium contentPremium contentPremium contentPremium contentPremium contentPremium contentPremium contentImpact from tariffs seems to be limited for now. Q1 earnings were pretty decent. Those companies that said tariffs were going to be bad, were bad. The NA economy is service-based, and the impact of tariffs is not material. Headlines about Trump and Xi speaking on Friday. Market's feeling as though the worst of the tariff threats are over -- all the bad news has been delivered, and maybe some good news will come out.
May start to see interest rate cuts in both Canada and the US as we head into the end of the year. Hopefully, inflation will start to come down to a more normalized level. Corporate earnings are strong. Summer is starting in Toronto :) Things feel good.
The market always climbs that wall of worry. It overreacted insanely in April, so dumb, and that was the opportunity. Now markets have gone back to a level similar to where they were in January.
Haven't seen this yet. Both BOC and the Fed have to see either all tariffs removed or consensus on a certain percentage. We haven't seen impact of tariffs on inflation numbers yet.
But there are all these offsets. Seeing declines in rental costs, commodities, gas prices, other products. Economics are very hard to figure out. If there's a price rise in one asset class, there could be a decrease in something else as people switch their demand.
He's not too concerned about tariffs. Biggest worry is what Trump is going to say tomorrow. The companies he owns are adapting. We should expect a pretty good year for corporate earnings.
Believes BOC will not cut tomorrow, but hold steady. They'll probably want to wait to see when the US starts cutting again. Keep in mind, BOC cut 7 times already. One worry is that the CAD has been really strong against the USD. BOC will also want to see how the employment situation plays out over the next few months.
As inflation numbers come out over the rest of the year, thinks the Fed and BOC will both cut 2-3 times.
Sold late last year, due to worries partly on tariffs and partly on management's ability to create value. Didn't like that it was buying back stock using debt, or yo-yo projections (up) versus guidance (down). Heavy capex business. Growth hasn't been there with pandemic, tariffs, inflation.
Probably some good value here. If you have a long-term investment horizon, not the worst idea to have a 1-2% position in the Canadian rails and just leave it alone. Doesn't have a strong conviction either way right now on CNR vs. CP.
Probably some good value here. If you have a long-term investment horizon, not the worst idea to have a 1-2% position in the Canadian rails and just leave it alone. Better run than CNR, with more attractive growth upside. Doesn't have a strong conviction either way right now on CNR versus CP.
We reiterate VIST as a TOP PICK. The Mexican based energy producer recently announced it has purchased Petronas' 100% interests in Argentina where the companies were partnered. This will add capital efficiencies and further enhance cash flow in the area they project. It trades at 10x earnings, 3 times book and supports a robust 33% ROE. We recommend trailing up the stop (from $35) to $39, looking to achieve $69 -- upside potential of 33%. Yield 0%
(Analysts’ price target is $69.48)