Today, Martin Cobb, ASIP and The Panic-Proof Portfolio (Stockchase Research) commented about whether ZRE-T, HCRE-T, HLPR-T, V-N, DEO-N, ADBE-Q, MG-T, RY-T, TSLA-Q, TD-T, CNQ-T, XOM-N, OXY-N, CVX-N, TPX.B-T, MCD-N, ATD-T, EA-Q, SNN-N, SAP-T, NVDA-Q, DOL-T, TSM-N, MRVL-Q, DFY-T, WMT-N, PLTR-Q, TRI-T are stocks to buy or sell.
97% gross margins, and 60% operating margins. A play on global transaction volumes. Worries about stablecoins; but however people decide to pay for something, Visa will take its share. There will always be competitive threats, but its network is a backbone of payments and can't easily be replicated. Yield is 0.68%.
(Analysts’ price target is $387.33)
World's largest spirits producer, great brands. In the West, the growth strategy is to push premium price points. In the rest of the world, it's to push volume. 19 of the top 20 liquor brands selling today were born 100 years ago, so liquor brands have longevity. The stock to own in the sector. Yield is 3.21%.
(Analysts’ price target is $124.63)