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Latest Stock Buy or Sell? Make More Informed Decisions!

Today, The Weekly Buzzing Stocks by Billy Kawasaki and The Panic-Proof Portfolio (Stockchase Research) commented about whether BCE.TO, MSFT, ACIC, JBS, MSTR, SIDU, SLS are stocks to buy or sell.

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TOP PICK

Operating Expenses for this period were 7.1M, showing a 3.1% change from the last quarter. Operating expenses cover the costs of running daily business operations. A significant increase might indicate inefficiencies or investments in growth, while a decrease could suggest cost-saving measures or potential underinvestment in key areas. Net Income for the quarter was -6.8M, showing a -2.9% change from the prior quarter. Net income provides a clear picture of the company's profitability after all expenses. An increase suggests the company is becoming more profitable, while a decrease may raise concerns about the company's financial health, unless there are specific one-time costs or investments. Social media mentions are up 14.4% in the past 24h.

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TOP PICK

Sidus Space reported a revenue of 560,000, which is a -55.7% change from the previous quarter. An increase in revenue typically indicates growing demand for the company's products or services. A decline in revenue can be concerning, as it might indicate reduced sales or challenges in the market. It's important to investigate further to understand the underlying causes. Gross Profit stood at -1.3M, marking a -26.5% change since the last quarter. Gross profit showcases the efficiency in production and sales processes. Social media mentions are up 12% in the past 24h.

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TOP PICK

Strategy reported a revenue of 129M, which is a 12.4% change from the previous quarter. An increase in revenue typically indicates growing demand for the company's products or services. This positive change in revenue is a good sign, suggesting that the company's sales are moving in the right direction. Gross Profit stood at 91M, marking a 15.2% change since the last quarter. Gross profit showcases the efficiency in production and sales processes. Social media mentions are up 35% in the past 24h.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly

We reiterate this Netherlands based meat processor as a TOP PICK.  It trades at 9x earnings, 1.6x book and support a ROE of 24%.  Expansion is occurring in Australia with the completion of new and significantly expanded housing for its breed stock there, which should allow market share growth.  Quarterly cash reserves are growing again, but we are attentive to growing debt.  As such we recommend trailing up the stop (from $10) to $12, looking to achieve $18 -- upside potential of 28%.  Yield 2.6%  

(Analysts’ price target is $20.10)
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TOP PICK
Stockchase Research Editor: Michael O'Reilly

We reiterate ACIC as a TOP PICK.  The company announced a special 5% dividend payable later this year -- indicating to us that cash flow is holding strong.  This is likely due to less than projected Florida coast storm damage this past season.  It trades at 8x earnings, under 2x book and supports a robust 29% ROE.  We recommend trailing up the stop (from $10.00) to $11.50, looking to achieve $14.00 -- upside potential of 16%.  Yield 0%

(Analysts’ price target is $14.00)
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TOP PICK
Stockchase Research Editor: Michael O'Reilly

We reiterate MSFT as a TOP PICK.  The company announced today a new suite of AI products for retailers to assist in everything from inventory purchasing and management, thru product discovery, right through to final sale.  The 32% ROE and commitment by management to continue to aggressively buy back shares makes the 10x book value more palatable.  We will continue to recommend a tight stop at $453, looking to achieve $600 -- upside potential of 25%.  Yield 0.7%

(Analysts’ price target is $629.37)
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Curated by Michael O'Reilly since 2020.
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PAST TOP PICK
(A Top Pick Nov 27/25, Up 0.4%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with BCE is stagnating.  To remain disciplined, we recommend trailing up the stop (from $27) to $30 at this time.  

COMMENT
What will move markets this year?

After 3 strong years of the S&P 500, and a solid showing from the TSX this past year, it will really be about monetary policy. We assume that we're going to have a new Fed chair, which is dovish. Leading up to that we may have some volatility. Speaking of volatility, we have the renegotiation of the USMCA, midterm elections (which tend to be the most volatile years and with the highest drawdowns). 

Everything underneath that is fairly supportive. There's an expectation of about 14% earnings growth for the S&P 500, which is positive. Inflation is easing, and that also supports a more accommodative monetary policy which, in turn, is constructive for stocks.

COMMENT
Will valuations still be a concern in 2026?

Absolutely. Valuations are higher right now. So it's more about the earnings results and the earnings guidance rather than the narratives around many companies (including tech companies).

COMMENT
Sectors to watch in 2026.

Still great momentum and great growth in many of the tech and communication companies out there. His team also likes healthcare and financials. Industrials also have a path to outperformance.
 
Technology and communications performed very well last year. But if you look at the Mag 7, not all of them did very well -- only a couple of them outperformed the S&P 500. We're shifting a bit more to the industrials and the financials. Probably not lowering the weighting in technology, as it still has a path to perform well. But we'll have more volatility this year, and it'll hit the higher-beta type of sectors such as technology.

COMMENT
More volatility expected.

Historically, some of the trepidation about a change in government does lead to greater drawdowns in midterm election years. Those years tend to be weaker, same as with the presidential cycle. 

However, volatility can lead to opportunities to buy things that have gotten a bit cheaper. Same as we saw last April with "Liberation Day".

DON'T BUY

Leading global medical device company -- cardiology, endoscopy, etc. Long term, will benefit from aging demographics and increased volume of procedures. Long-term, durable organic growth in earnings and revenue. However, seeing near-term technical weakness most likely due to high valuation. Share price has fallen below 200-day MA, which itself is starting to trend a bit lower.

In the space, he prefers some of the larger pharma names, and logistics companies such as MCK.

COMMENT
Industrials -- ETF or individual stocks?

Depends on size of portfolio and how much diversification an investor needs.

BUY

One of the first names that comes to mind for exposure to the industrial space. Fairly inexpensive at just 8 bps.

With recent events in Venezuela (and that's a longer-term type of thing), he certainly sees the path for more infrastructure buildout around the world. Obviously, some of the US names are multinational so you could stick with those. There are global names out there, but the US names will get you far.

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