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Today, The Weekly Buzzing Stocks by Billy Kawasaki and The Panic-Proof Portfolio (Stockchase Research) commented about whether GWO.PR.P.TO, ZGI.TO, GEO, IESC, WDC, SOUN, SNDK are stocks to buy or sell.

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TOP PICK

Its price hovers around $1,316.30 USD. Shares fell nearly 11% in after-hours trading following the announcement of its forward guidance. Despite today's sharp 2.53% drop, the stock maintains a positive cumulative return over the past seven days, driven by strong prior momentum. Market context: The stock is trading at the midpoint of its annual range, having hit an all-time high of $2,354.39 USD last June. Social media mentions are up 256% in the past 24h.

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TOP PICK

Its price stands at around $475.13 USD. It suffered an intraday plunge of 17.7% to 19.1%, marking its worst daily drop since April 2025. The stock was trading strongly near $548 USD on Tuesday but retreated sharply, wiping out recent gains following the earnings call on Wednesday afternoon. Social media mentions are up 1,053% in the past 24h.

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TOP PICK

It is trading around $7.21 USD (having reached intraday highs of up to $8.19 USD). The stock began the week stalled near $6.10 USD but has posted a gain of over 16% following today's opening. After Wednesday afternoon's earnings call, shares surged more than 22% in after-hours trading and extended the rally on Thursday, driven by unanimous support from Wall Street analysts. Social media mentions are up 1,880% 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

The drive to create AI and data centres requires massive memory and data storage -- WDC's wheelhouse.  Recently reported earnings showed a 44% increase in revenues and EPS beat analyst expectations.  Management expects a similar growth in revenue next quarter.  Quarterly cash reserves are growing, while shares are aggressively bought back and debt reduced.  It trades at 28x earnings and supports a remarkable 85% ROE.  We recommend setting a stop-loss at $300, looking to achieve $674 -- upside potential of 45%.  Yield 0.1%

(Analysts’ price target is $674.17)
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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

The provider of electrical management systems used in communications and data centres sees a 91% increase in commercial order backlog orders since 2025.  It trades at 35x earnings and supports a robust 45% ROE.  Recently reported earnings showed a 40% growth in revenues and 60% expansion of earnings.  Cash reserves are growing while debt is retired and shares bought back.  We recommend setting a stop-loss at $625, looking to achieve $925 -- upside potential of 18%.  Yield 0%

(Analysts’ price target is $850.00)
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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

The developer of immigration processing centres in the US and internationally recently reported a 63% increase in net income with a 15% increase in revenues.  Management feels confident to raise guidance on both for the balance of the year.  It trades at 19x earnings, 3x book and supports a ROE 19%.  Cash reserves are growing as debt is retired and shares bought back.  We recommend setting a stop-loss at $26, looking to achieve $37 -- upside potential of 18%.  Yield 0%

(Analysts’ price target is $33.75)
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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 Jul 07/26, Down 4.4%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with ZGI has triggered its stop at $58.  To remain disciplined, we recommend covering the position at this time.  Combined with previous guidance, this will result in a net investment gain of 1%.  

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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 Jul 04/24, Up 22.6%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with GWO.PR.P has achieved its target at $25.  To remain disciplined, we recommend covering half the position at this time and maintaining the stop at $23.  

COMMENT
Unusual market strength in August.

Nothing has been sleepy about this summer, or this year in general. Feels as though we're on a constant seesaw. War on/off? Interest rates down/up? Economy weakening/strengthening? If US jobs numbers are weakening that might be a good thing, as perhaps interest rates won't go up. 

And now we're also in the middle of earnings season, so we're seeing a lot of volatility because of that.

COMMENT
Earnings season so far.

Mostly positive. Her focus isn't really in the AI-tech space, so she can't comment on some of the negative earnings today. When you're trading at really high valuations, you're priced to perfection. Even a small revision to estimates, or a small miss, results in a large stock price move. Energy stocks have been pretty good with oil prices higher. 

In general, pretty volatile. Yesterday, all the pipelines that she loves and cherishes were down. Why? Was it because SHOP was up 20%? Because oil prices were up? So hard to tell in this type of market what's causing the moves.

The best thing for her sanity and client portfolios is to look through the short-term noise and focus on the long term.

COMMENT
Priorities today.

Preservation of capital is the most important thing for her clients. This actually makes it very difficult to invest in this type of environment, since market valuations are elevated. Even the boring stuff that her firm owns might be trading at 20-year highs.

The other thing to focus on is dividend income. If you're collecting 4-5% in the form of dividends, then regardless if the market is up, down or sideways, you're still getting income year in and year out. Stock price only matters when you're looking to sell. Her firm wants to own names for 5, 10, 20 years. Look through short-term volatility, and use weakness as a buying opportunity.

COMMENT
Cash position.

For new clients, they're sitting on too much cash really. With valuations elevated, it's hard to find decent places to invest. For example, it's been hard to buy Canadian banks this year.

For clients already invested, dividends that aren't withdrawn have been put into money market funds. This provides dry powder to deploy if there's a correction.

WATCH

Pretty impressive. Handles the ticker you see at the bottom of your screen, sports cameras. Legacy business is audio/video infrastructure. Half software, half hardware. Nice juicy yield of 5%. Gives 90% of FCF back to shareholders. Military assistance for surveillance for drones. Something to look into.

Not very liquid, as management owns about 2/3 of the float. But a good, stable business.

BUY
Reported earnings today, down 13%.

Earnings weren't even that bad. 2027 growth is still intact. Lowered revenue and EBITDA guidance for 2026. Consumer staple that's done an extremely good job expanding capacity in US. Commodity prices up means margin compression. Inflection point in US growth has happened.

A no-brainer Buy today.