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Today, The Panic-Proof Portfolio (Stockchase Research) and Stockchase Insights commented about whether SHOP.TO, GLW, BKNG, PSHG, KD, RY.TO, CM.TO, BNS.TO are stocks to buy or sell.
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CM is one of five Canadian banks who have partnered to create the Defense, Security, and Resilience Bank (DSRB) designed to provide funding to the Government of Canada's commitment to boost military spending. We think the DSRB will create another avenue for business growth in the years to come. It trades at 16x earnings, 2.1x book and supports a 14% ROE. We like that cash reserves are growing, while debt is retired and shares bought back. Its dividend is backed by a payout ratio at 45% of cash flow. We recommend setting a stop-loss at $117, looking to achieve $154 -- upside potential of 15%. Yield 3.0%
(Analysts’ price target is $130.77)Premium content
RY is one of five Canadian banks who have partnered to create the Defense, Security, and Resilience Bank (DSRB) designed to provide funding to the Government of Canada's commitment to boost military spending. We think the DSRB will create another avenue for business growth in the years to come. It trades at 17x earnings, 2.6x book and supports a 16% ROE. Cash reserves are being prudently used to retire debt and buy back shares. Its dividend is backed by a payout ratio of 43% of cash flow. We recommend setting a stop-loss at $220, looking to achieve $274 -- upside potential of 15%. Yield 2.6%
(Analysts’ price target is $237.45)Premium content
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Our PAST TOP PICK with PSHG has triggered its stop at $2. 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 8%.
BKNG has declined due to concerns that AI will disrupt its business. This is certainly possible, but AI can also help it. It has strong brands, a strong balance sheet and it knows its business and customers (this may help it compete with new entrants). Strong earnings growth is still very much expected. They would not consider it a sell. Unlock Premium - Try 5i Free
Exceptionally robust growth projections and remarkably favorable stock momentum characterize the current outlook. The strength of Corning's AI-driven optical product sales continues to enhance both immediate and future revenue prospects under its Project Springboard initiative. Management increased its fourth quarter 2026 Springboard sales run-rate expansion goal by $500 million, bringing it to $6.5 billion. While fourth quarter optical sales came in below analyst expectations, the enterprise optical segment achieved 30% growth, aligning with forecasts. Considering the ongoing build-out of AI infrastructure, maintaining 30% growth in enterprise optical appears feasible. When combined with increasing contributions from solar and silicon wafer production, Corning could potentially deliver sales growth in the mid-to-high teens range, even with flat panel display sales remaining steady in 2026. Trading at 42 times earnings, the valuation isn't inexpensive, yet they believe it remains an attractive purchase. Unlock Premium - Try 5i Free
This week ATB Capital upgraded its rating to Outperform from Sector Perform. MoffatNathanson similarly elevated its rating to BUY. The stock had naturally experienced significant downward pressure previously. There is no additional news to report. Strong earnings results are broadly anticipated. Unlock Premium - Try 5i Free
January indicates what 2026 will be like, a world beyond the Mag 7, strong performance in small caps and outperformance in the equal-weight S&P vs the S&P. Tariffs have been noisy, but have attracted capital to the US while legislation will stimulate the economy for poorer consumers. January so that start of a move into small/mid-caps that will continue. A reindustrialization of the US economy is driving this cycle. The poorer consumer is hanging in, not concerned.
Is a core holding, but now in the cycle, he prefers other banks, those more sensitive to loan growth and interest rate cuts.
Julien Nono-Womdim
A volatile industry, but GM enjoys a stronghold in the strong US market, and auto demand is recovering.
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BNS is one of five Canadian banks who have partnered to create the Defense, Security, and Resilience Bank (DSRB) designed to provide funding to the Government of Canada's commitment to boost military spending. We think the DSRB will create another avenue for business growth in the years to come. It trades at 19x earnings, 1.7x book and supports a 10% ROE. We like that cash reserves are growing, while debt is retired and shares bought back. It pays the highest dividend of the major Canadian banks, with a payout ratio at 75% of cash flow. We recommend setting a stop-loss at $95, looking to achieve $122 -- upside potential of 15%. Yield 4.1%
(Analysts’ price target is $101.69)