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Today, The Weekly Buzzing Stocks by Billy Kawasaki and The Panic-Proof Portfolio (Stockchase Research) commented about whether SNY, OVV.TO, IBIT, MAL.TO, PLTR, SMCI, META are stocks to buy or sell.
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Meta Platforms, Inc., formerly known as Facebook, Inc., is a leading global technology company specializing in social media and virtual reality. It operates popular platforms such as Facebook, Instagram, WhatsApp, and Oculus. Meta's mission is to give people the power to build community and bring the world closer together. The company generates revenue primarily through advertising, complemented by initiatives in virtual reality and augmented reality. Social media mentions are up 81.4% in the past 24h.
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Super Micro Computer, Inc. (SMCI) is one of the leading providers of high-performance, high-efficiency server technology and innovation for data centers, cloud computing, enterprise IT, big data, HPC, and embedded markets worldwide. The company is known for its offering of advanced server, storage, and networking solutions. SMCI’s leadership in green computing solutions has distinguished it in the market as an innovator focused on building eco-friendly infrastructure. Social media mentions are up 3.7% in the past 24h.
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Palantir Technologies Inc. is a pioneering data analytics company that provides software solutions to a broad range of industries, including government, finance, healthcare, and manufacturing. Established in 2003, the company has grown to become a prominent player in the data analytics field, offering platform solutions that enable organizations to effectively integrate, visualize, and analyze large volumes of data. Palantir's key products include Palantir Gotham, Palantir Metropolis, and Palantir Foundry. Social media mentions are up 5.1% in the past 24h.
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This Canadian aerospace manufacturing company has formed broad agreements recently with India and Korea. Recently reported earnings showed a 70% increase in quarterly income, allowing cash reserves to grow while debt was retired and shares bought back. It trades at 24x earnings and 1.2x book. Its dividend is backed by a payout ratio under 20% of cash flow. We recommend setting a stop-loss at $13, looking to achieve $21 -- upside over 22%. Yield 1.1%
(Analysts’ price target is $21.00)
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Always looking for ways to diversify a portfolio, IBIT is a simple way to introduce bitcoin (BTC) into your strategy. This iShares ETF is the largest traded trust holding bitcoin and trades with a very low fee. We recommend setting a stop-loss at $50, looking to achieve $87 -- upside potential over 28%. Yield 0%
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OVV is generating over a $1 billion in cash flow, allowing the company to buyback shares, retire debt and still see cash reserves grow according to recently reported earnings. The company continues to integrate assets into their prolific Montney portfolio. It trades at book value and 19x earnings. Its dividend has been growing at over 25% annually over the past 5 years. We recommend setting a stop-loss at $47, looking to achieve $74 -- upside potential of 28%. Yield 2.8%
(Analysts’ price target is $74.55)Premium content
Working out better than expected. But it'll be a bit of a tough road as time goes on. A lot of what Canada does and sells is under pressure and likely to remain that way for some time.
Tomorrow's the deadline, and he doesn't think we'll have a new deal. Get used to it ;) Trump seems adamant that there will be no extension, and he seems to be taking a pretty tough stand on Canada.
Definitely uncertainty out there, which is surprising when you see that markets are at all-time highs in both Canada and the US.
But he looks at the market long distance from an options perspective. So he likes the uncertainty, as it keeps both options prices and implied volatility higher.
He couldn't tell you. His firm has maintained pretty cautious optimism. Businesses have to adapt to whatever the market throws at them. Investors have been more optimistic than he would have thought.
He's out there still trying to find value and maintain the positions that haven't gotten too extended.
Seems to have grown to a bigger piece of the portfolio than the investor is comfortable with. Doesn't have too strong an opinion on this particular stock. If you want to trim, a great way is to sell a covered call -- you sell somebody the right to buy the stock from you at a higher price.
With shares right now around $194, you can sell a September $200 call for about $4.50. If the stock doesn't go up, then you end up just hanging on to your stock.
If you own this name and you're comfortable selling it at this level, as you think it's not going to go up from here and may even go down, then this seems like an OK strategy.
For him, he typically likes to leave a bit of upside between where the stock's trading and where he sells the call.
If you look at the Canadian banks, they're pretty stable businesses. Volatility's not as high, so neither are the options premiums. Selling something closer to the money, or even in the money, can make sense. You're really riding a fine line that what you expect is going to happen actually does over a short period. That's pretty hard to predict, so he'd leave a little bit offside.
He wants companies that are trading at attractive valuations. PE is not the be all and end all, but it's definitely where he starts his analysis. Both META and MSFT had pretty good numbers this quarter and the stocks are doing well today. If you plan to own all of them and want to buy more, then buy the ones trading at cheaper valuations.
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