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Today, The Weekly Buzzing Stocks by Billy Kawasaki and The Panic-Proof Portfolio (Stockchase Research) commented about whether ARDT, MGRC, KINS, HRMY, AMZN, AAPL, AMD are stocks to buy or sell.
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Advanced Micro Devices, Inc. (AMD) is a global semiconductor company which operates in the fields of computing, graphics, and visualization technologies. Known for its high-performance processors and graphics cards, AMD competes robustly with companies like Intel and NVIDIA. Its product line includes Ryzen processors, Radeon graphics cards, and EPYC server processors, positioning it strongly in both consumer and enterprise markets. Social media mentions are up 11.7% in the past 24h.
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Apple Inc. is one of the world's largest and most influential technology companies, known for its innovative products such as the iPhone, iPad, Mac computers, and its growing ecosystem of services including Apple Music, Apple TV+, and iCloud. With a market capitalization exceeding $2 trillion, Apple has a significant presence in every facet of consumer electronics and services. The company's commitment to sustainability, technological advancements, and customer-centric approach has fostered strong brand loyalty and consistent revenue growth. Social media mentions are up 17.3% in the past 24h.
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Amazon.com, Inc. (NASDAQ: AMZN) is a global e-commerce giant, renowned for its vast selection of goods, swift delivery, and digital services. Founded in 1994 by Jeff Bezos, the company has diversified into various sectors including cloud computing via Amazon Web Services (AWS), media streaming, artificial intelligence, and more. Amazon's Market Capitalization ranks it among the largest companies globally, demonstrating its significant impact in multiple industries. However, its recent financial performance and trends require a close examination. Social media mentions are up 19.8% in the past 24h.
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HRMY is a bio-pharma company that has developed cannabis based CBD gels in the US. It is making potentially great strides on developing a treatment for narcolepsy. It trades at 14x earnings, 2.8x book and supports a 24% ROE. Cash reserves are growing, while debt is retired. We recommend setting a stop-loss at $30, looking to achieve $49 -- upside potential of 37%. Yield 0%
(Analysts’ price target is $49.70)
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KINS has been providing property and casualty insurance in the US NE since 1886 and is the 12th largest provider in NYC. It has just recently been added to the Russell Index of small-cap companies, which should add some buying support. It increased its catastrophic re-insurance level by 57% at only an incremental cost of 10% -- leaving it well covered in the event of increased claims. It trades at 9x earnings, 2.5x book and supports a ROE of 35%. Cash reserves are growing, while debt is retired. We recommend setting a stop-loss at $9.00, looking to achieve $19.50 -- upside potential of 28%. Yield 0%
(Analysts’ price target is $22.00)Premium content
MGRC provides rentals of storage containers and modular structures, like those used for schools. Tariff uncertainty slowed container rentals last quarter, yet the company still reported 23% increase in EPS and was able to aggressively retire debt without drawing cash reserves. It trades at 18x earnings, 2.5x book and supports a ROE of 22%. We recommend setting a stop-loss at $106, looking to achieve $144 -- upside potential of 22%. Yield 1.6%
(Analysts’ price target is $144.00)Premium content
Yes. Since April, the breadth of stocks performing well has been slowly improving. More importantly, markets around the world (not just the US stock market) are doing this. The US stock market is about the weakest of the major markets, as the USD has been weakening.
Great to see participation in a broad base of sectors. Most of the leadership is in economically sensitive sectors, which belies the idea that we might have some kind of recession. In general, there's lots of liquidity in the market. Central banks around the world, aside from the US, have been loosening. It's not a market where you want to fight the tape.
There was this moment where you thought maybe, just maybe, some spending might get cut. Of course this "big, beautiful bill" comes along and all of that goes out the window. Clear that governments are going to continue to have populist policies and the bond market's telling you it doesn't love that. But ultimately, that's stimulus in the economy, and it makes its way to the stock market.
If there are going to be more dollars out there, people have to be able to protect their purchasing power. Companies that have had an ability to raise dividends, or generate lots of cash, are able to put their prices up tomorrow if inflation is up today. And those are the ones that are winning. So his team is focused in those areas.
One of the themes that will come out of today's show is that he's looking for companies that have strong and growing cashflow. This name has gone from negative cashflow to positive. Classic company for this environment, with the ability to change prices tomorrow if costs go up today.
Fits his requirements of not having a ton of debt, having pricing power, strong market position. Technically, nice consolidation over the last year and has broken out. Now a nice pullback to a really good entry point. Large-cap growth still an important engine in this market.
Really feeds into growth in the satellite business and space-based Wi-Fi. Lots of opportunity for growth in competition to Starlink. Run up. Better than 93% of companies in the S&P over last 52 weeks, so he wouldn't bet on a significant pullback. Still room to run.
David Burrows
He always starts with what universe are we operating in and how's it performing? Likes the market, but healthcare (pharma, biotech, healthcare providers, devices) has been about the weakest RSI sector. Was performing better than the group, but today narrowed guidance. Technically broken. Wait for healthcare technicals to improve.
When a sector's in transition, it doesn't happen all at once. You get a lot of yanking back and forth. Copper's a higher-volatility sector. Significant breakout in the price of copper. Over a period of years, we're going to see earnings and multiples double and many dividends double.
Obvious way to play copper is with a US copper company like FCX. He also owns HBM.
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