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Today, The Panic-Proof Portfolio (Stockchase Research) and Barry Schwartz commented about whether COST, TFII.TO, TSM, NVO, TOU.TO, RY.TO, JPM, AEM.TO, LB.TO, GIB.A.TO, ADBE, LMN.V, TD.TO, AMZN, DPZ, CCL.B.TO, TAP, CPRT, WCN.TO, CM.TO, UNH, DSG.TO, TRP.TO, CSU.TO, LLL.TO, UAL, DLO, IMO.TO, URB.TO, PET.TO, HUT.TO, VIST, APA, MRK, OMC, NVDA are stocks to buy or sell.
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The advertising giant is engaged in a large acquisition that the company believes will propel it forward aggressively. It trades at 11x earnings, 3x book and supports a 33% ROE. We like that cash reserves are growing, while debt is retired and shares bought back. We recommend setting a stop-loss at $69, looking to achieve $93 -- upside potential of 20%. Yield 1.4%
(Analysts’ price target is $93.00)Premium content
MRK has taken a tumble as their long standing cancer drug approaches patent expiry in the next few years, leading some analysts to discount their valuation. It now trades at 13x earnings, 4x book and supports a 35% ROE. The yield is supported by a payout ratio under 50% of cash flow. The company is prudently using some cash reserves to retire debt and buy back shares. We recommend setting a stop-loss at $70, looing to achieve $102 -- upside potential of 19%. Yield 3.6%
(Analysts’ price target is $102.19)Premium content
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Last month, the market rallied due to corporate earnings, especially from big tech, while interest rates declined. For now, tariffs have not had a big impact. Though, last Friday, Trump's tariffs were ruled illegally by US courts, so that may be creating angst among investors. Ignore the stuff about September being the worst month; buy great stocks at lower prices. The Mag 7 are growing at insanely fast rates, even before we see the benefits of AI. The US market is overlooked.
He entered at $1,000, so is pleased. Software is a good business--don't need business or computers, just the code. The valuation remains cheap. Good management and fundamentals. He see many years of acquisition growth. Is a core holding.
Barry Schwartz
All these companies carry heavy debt. Once slip up and their cash flow is in trouble. He prefers companies with high cash flow and low capex, like Apple and Meta. Not for him, but if interest rates continue to fall in Canada, dividend stocks like this could look stable and attractive. Pays a good 4.7% dividend.
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We reiterate NVDA as a TOP PICK. One has to wrap their head around the valuation of 51x earnings and 42x book. However the 100% ROE along with growing cash reserves that are allowing aggressive share buyback and debt retirement attest to its dominate position in the global development of AI. If the US government allows sales to China, NVDA will be unstoppable. We recommend maintaining a tight-stop at $156, looking to achieve $214 -- upside potential of 26%. Yield 0%
(Analysts’ price target is $214.00)