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Today, The Panic-Proof Portfolio (Stockchase Research) and Andrew Moffs commented about whether CSH.UN.TO, GO.U.TO, DCRU-O, HOM.UN.TO, AP.UN.TO, NXR.UN.TO, MEQ.TO, DRM.TO, NWH.UN.TO, SGR.UN.TO, SIA.TO, DIR.UN.TO, FCR.UN.TO, APR.UN.TO, SRU.UN.TO, CRT.UN.TO, CRR.UN.TO, COLD, CAR.UN.TO, GRT.UN.TO, SVI.TO, MRK, IBIT, CRMD, NVDA, MPWR, MSFT, DXCM are stocks to buy or sell.
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We reiterate MSFT as a TOP PICK following its recently announced AI partnership that includes Nvidia and Anthropic. Analysts see earnings growth exceeding 15% annually over the next five years -- in line with this year's 18% growth. Cash reserves are prudently being used to aggressively buy back shares and free cash flow remains over $25 billion. We continue to recommend a tight stop at $453, looking to achieve $630 -- upside potential over 30%. Yield 0.7%
(Analysts’ price target is $631.29)Premium content
MWPR makes integrated power management systems for semiconductors. Its revenue growth over the past five years has exceed 25% annually and last year's EPS grew by 29%. We like that cash reserves are growing while shares are aggressively bought back, helping to support a ROE of 64%. We recommend setting a stop-loss at $600, looking to achieve $1200 -- upside potential of 34%. Yield 0.7%
(Analysts’ price target is $1201.00)Premium content
Our PAST TOP PICK with NVDA has triggered its stop at $173. To remain disciplined, we recommend covering the position at this time. When combined with previous guidance, this will result in a net investment loss of 1%.
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REITs are starting to pick up after a slump. Now is an opportunity because RE stocks are trading at a wide discount to NAV and earnings growth is 7% in the US in Q3. Supply has been limited by a lack of construction and immigration and high inflation of recent years. Also, interest rates are stabilizing. Lots of capital on the sidelines could see a lot more M&A. Industrial REITs are in the sweet spot because manufacturing will return to North America and that will require warehouse demand. Residential REITs, though, see an oversupply. Also, he likes grocery REITs and seniors housing.
They're in the refrigerator warehouse business, which offers a moat. The stock has sunk the past year, once a pandemic darling. People are buying less in the grocery stores due to inflation, maybe shifting from fresh food to pantry food. Also, there's the effect of weight-loss drugs. COLD's occupancy levels are down. COLD is near a bottom and NAV. Lots of upside here.
Have grocery tenants, including Empire (Sobeys), which are recession-resistant. They generate good growth rates, better than peers, and trades at a discount to NAV. Also, pays a good 5.85% dividend. Are developing across Canada, including Halifax.
Andrew Moffs
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DXCM is the leading maker of continuous glucose monitoring systems in the US. With diabetes being the fastest growing health issue, and only 1% of those affected having access to this type of monitoring, they have a long, long runway for growth. They have developed devices for the larger Type 2 (non-insulin using) group and has been very successful at securing insurance company inclusion. Recently reported revenue growth exceeded 20% and cash reserves are growing, while the company buys back shares. It trades at a heady 35x earnings, but the 30% ROE demonstrates its strong market dominance. We recommend setting a stop-loss at $49, looking to achieve $85 -- upside potential of 32%. Yield 0%
(Analysts’ price target is $85.35)