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Today, The Panic-Proof Portfolio (Stockchase Research) and Martin Cobb, ASIP commented about whether AMZN, CPG.L, CSU.TO, OTEX.TO, BAM.TO, T.TO, GOOG, CP.TO, MA, V, SHOP.TO, EA, SNN, SAP.TO, UNH, ENB.TO, T, UBS, ADBE, DOL.TO, RY.TO, TD.TO, NFLX, VTRS, KEY.TO, MNT.TO, PNP.TO, DLO, KD, NUTX are stocks to buy or sell.
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KD operates in 60 countries, offering customers IT transformations from mainframes to the Cloud, along with consulting and AI integration. They recently renewed a five year agreement with Hertz, who benefits from faster decision making and more efficient operations. The company is able to keep cash reserves steady while it aggressively buys back shares and retires debt. It trades at 14x earnings, 4.5x book and supports a ROE of 35%. We recommend setting a stop-loss at $19, looking to achieve $31 - upside potential of 28%. Yield 0%
(Analysts’ price target is $38.00)Premium content
DLO, a Uruguay based company, offers payment systems to customers on multiple continents and has seen astounding earnings growth - 95% last year and analysts project five year annual growth exceeding 50%. It trades at 24x earnings, supports a 35% ROE and commands a 8x book valuation (demonstrating its strong foothold in their market). We recommend setting a stop-loss at $12.50, looking to achieve $18.00 -- upside potential of 22%. Yield 0%
(Analysts’ price target is $18.05)Premium content
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Owns it on a short leash. It has low growth. He likes the set up, but they need to focus on shareholder value. Trades at only 7-8x PE. Still likes it.
Martin Cobb, ASIP
No company has pivoted more successfully than Netflix. Are pivoting now, wanting to buy Warner Bros. for its content--he's not sure about it. The organic business is still growing, but the big question is what will happen to Warners? If they buy it at full price, it will give them great content, but not growth. At 30x PE, it's a full multiple.
Martin Cobb, ASIP
Her owns both. He doesn't wait for pullbacks. A year ago, he favoured TD because of the penalty imposed on them. RY is trading at a full multiple, while TD is at a slight discount. He slightly favours TD. Also consider the other Canadian banks.
Martin Cobb, ASIP
Her owns both. He doesn't wait for pullbacks. A year ago, he favoured TD because of the penalty imposed on them. RY is trading at a full multiple, while TD is at a slight discount. He slightly favours TD. Also consider the other Canadian banks.
Martin Cobb, ASIP
He loves shopping there and has owned shares a long time. The PE is full now. Likes it for the long term, but hasn't been adding to his position.
Martin Cobb, ASIP
The narrative is that AI will eat all software. There is a kernal of truth, but Adobe is still growing at double digits in revenue and growing in EPS. Are adding a lot of new subscribers to its creative cloud business and subscription business every quarter. His daughter is a creative and consider Adobe indispensable for her business. Adobe is embedding AI into its products. Also, its PE has fallen from 35x to 15x, which is very appealing.
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NUTX operates 27 "micro-hospitals" within 12 US states. Analysts see an excellent runway of opportunities, expecting annual EPS growth in excess of 30% over the next five years. It trades at 8x earnings, 3.5x book and supports a robust 63% ROE. Cash reserves are growing, while debt is retired. We recommend setting a stop-loss at $126, looking to achieve $204 - upside potential of 28%. Yield 0%
(Analysts’ price target is $250.00)