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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 APA, CNQ.TO, PDBC, EQNR, RPRX, CGI.TO, KINS, MAL.TO, NOW, NBIS, MSFT are stocks to buy or sell.

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TOP PICK

In the last quarter, the company reported 4.27 USD per share, beating the 4.06 USD estimate by 5.18%. Revenue for the same period reached 82.89 B USD, despite the estimate of 81.44 B USD. For the next quarter, analysts expect 4.24 USD in earnings per share and 87.61 B USD in revenue. Social media mentions are up 109% in the past 24h.

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TOP PICK

In the last quarter, the company reported -0.32 USD per share, beating the -0.77 USD estimate by 57.72%. Revenue for the same period reached 399.00 M USD, despite the estimate of 375.13 M USD. For the next quarter, analysts expect -0.56 USD in earnings per share and 592.69 M USD in revenue. Social media mentions are up 197% in the past 24h.

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TOP PICK

In the last quarter, the company reported 0.97 USD per share, beating the 0.97 USD estimate by -0.01%. Revenue for the same period reached 3.77 B USD, despite the estimate of 3.74 B USD. For the next quarter, analysts expect 0.86 USD in earnings per share and 3.93 B USD in revenue. Social media mentions are up 193% 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 again reiterate MAL as a TOP PICK.  The Canadian company sees its defense industry products having lots of runway ahead.  Recently reported earnings showed a 52% increase in net income over the year, growing cash reserves and they plan to continue to buy back shares.  We recommend trailing up the stop (from $22) to $26, looking to achieve $41 -- upside potential over 30%.  Yield 0.6%  

(Analysts’ price target is $41.50)
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Curated by Michael O'Reilly since 2020.
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TOP PICK
Stockchase Research Editor: Michael O'Reilly

We again reiterate KINS, a regional property and casualty insurance provider as a TOP PICK.  The company plans to expand into California very soon.  It recently reported a 28% increase in net premiums collected and management expects ROE to continue in the 20-24% range for 2026.  It trades at 7x earnings and 2x book.  We continue to recommend a stop at $14, looking to achieve $21 -- upside potential over 28%.  Yield 1.2%

(Analysts’ price target is $21.50)
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Curated by Michael O'Reilly since 2020.
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TOP PICK
Stockchase Research Editor: Michael O'Reilly

We again reiterate CGI as a TOP PICK.  The company holds a basket of specially selected companies in the technology, healthcare, energy and financial sectors with no single entity representing more than 5% of the portfolio.  We recommend trailing up the stop (from $45) to $50, looking to achieve $63 -- upside potential of 18%.  Yield 2.2%

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Curated by Michael O'Reilly since 2020.
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PAST TOP PICK
(A Top Pick Oct 30/25, Up 40.7%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with RPRX has triggered its stop at $52.  To remain disciplined, we recommend covering the position at this time.  When combined with previous guidance, this will result in a net investment gain of 61%.  

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Curated by Michael O'Reilly since 2020.
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PAST TOP PICK
(A Top Pick Apr 14/26, Down 13.3%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with EQNR has triggered its stop at $33.  To remain disciplined, we recommend covering the position at this time.  When combined with previous guidance, this will result in a net investment gain of 20%.  

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

PAST TOP PICK
(A Top Pick May 21/26, Down 9.9%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with PDBC has triggered its stop at $16.50.  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 9%.  

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

PAST TOP PICK
(A Top Pick Apr 14/26, Down 4.4%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with CNQ has triggered its stop at $60.  To remain disciplined, we recommend covering the position at this time.  When combined with previous guidance, this will result in a net investment gain of 3%.  

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

PAST TOP PICK
(A Top Pick May 26/26, Down 9.3%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with APA has triggered its stop at $34.  To remain disciplined, we recommend covering the position at this time.  When combined with previous guidance, this will result in a net investment gain of 7%.  

COMMENT
Price of oil -- deflation holding or continued rollercoaster?

Difficult to say, there's an argument for both cases. Oil has come off fairly aggressively the last 2 weeks. His gut feeling is that this won't hold. 

When the supply/demand balance gets disrupted, very difficult to get things to match again. We're going to have higher energy-price volatility, and he'd expect more upside volatility than downside.

COMMENT
Fed rate path forward easier?

No. When you get a disruption of this magnitude, it has longer-term implications that are difficult to fix with just some statements. 

If you look at the Fed's mandate and at what the new chairman echoed yesterday, they've had a 5-year problem with inflation. Their target goal is 2%, and they've exceeded that for longer than 5 years. Yesterday saw a very hawkish tone, and a willingness to take a fresh look at some new data sources.

As there's more onshoring, and if the trade balance were to rightsize more, there's less demand for US treasuries. With less demand comes upward pressure on rates. So inflation plus trying to rightsize the trade deficit are two factors that likely push interest rates up.

COMMENT
Demand slowing for US treasuries?

Yes. If you look at the largest foreign buyers of US treasuries, and if the US is to have a smaller trade deficit, there's less demand for US treasuries. The trade deficit and the demand for treasuries are tied together.

There is a workaround for the US government if they decide they want to increase their balance sheet, and the Fed alluded to that via one of its working groups. Japan's been doing this for more than 25 years. In the past Warsh has indicated he's not a fan of growing the balance sheet (and that may change). But it would facilitate downward pressure on interest rates.