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 EVR, XLK, GL, DAL, MRVL, CSCO, ONDS, HTZ are stocks to buy or sell.
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The sharp rally was driven by the release of its second-quarter (Q2 2026) financial results. The beleaguered car rental company surprised the market by reporting a net profit of $64 million. It generated $2.4 billion in revenue (a 9.7% year-over-year increase), beating Wall Street expectations. It posted an adjusted loss per share of just -$0.11—far better than the -$0.24 forecast by analysts. Social media mentions are up 68% in the past 24h.
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On August 13, 2026, the defense technology and autonomous drone company released its financial results for the second quarter (Q2 2026). It posted an impressive $83.8 million, far exceeding the $68.5 million expected by Wall Street. This represented a more than thirteenfold increase compared to the previous year. Its order backlog reached $757 million (on a pro forma basis), ensuring a massive flow of deliveries for the second half of the year. It reported a loss per share of -$0.19, missing the mark significantly compared to the -$0.10 loss projected by analysts. Social media mentions are up 364% in the past 24h.
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It recorded record quarterly revenue of $17.25 billion (an 18% year-over-year increase), compared to the $16.82 billion projected by Wall Street analysts. It reported adjusted earnings per share (EPS) of $1.22, surpassing the consensus estimate of $1.17. Management raised its fiscal year 2027 forecasts to a range of $72.2 billion to $73.4 billion, well above market expectations. Social media mentions are up 3,575% in the past 24h.
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We reiterate MRVL, a play on data center growth, as a TOP PICK. Microsoft is rumoured to include the company's semiconductor technology in their next big AI rollout. It currently shows strong cash flows and rising cash reserves - albeit with rising debt and shares. We continue to recommend a stop at $170, looking to achieve $272 -- upside potential of 26%. Yield 0.1%
(Analysts’ price target is $268.57)
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We reiterate DAL as a TOP PICK. Consumer demand is rising -- and not just for economy seats, premium as well -- as customers look for greater experiences. The company is rumoured to be in discussions with a United regarding a possible merger. It trades at 9x earnings and supports a 20% ROE. We recommend trailing up the stop (from $76) to $82, looking to achieve $109 -- upside potential of 18%. Yield 0.7%
(Analysts’ price target is $107.93)Premium content
We again reiterate this insurance provider as a TOP PICK. Recently reported earnings showed a 20% increase in net income. It trades at 12x earnings, 2.3x book and supports a 20% ROE. We continue to recommend a stop at $165, looking to achieve $214 -- upside potential of 18%. Yield 0.6%
(Analysts’ price target is $195.57)Premium content
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Our PAST TOP PICK with EVR has triggered its stop at $310. 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 7%
Remains very constructive on equity markets. A lot of the story now is the earnings power of the S&P 500, which has become the real market driver. Seeing almost unprecedented earnings growth forecasts going forward. Strong earnings mean a strong market.
We're in a major capital spending cycle, with the beneficiaries being data centres, chips, cloud, power, utilities, industrials, and automation. Those sectors are the parts of the market that are moving higher.
If you look at the cash component sitting on the sidelines in money markets, it's north of $7.9T in USD. If the geopolitical situation becomes more stable, and if earnings continue to be strong, then some of that $7.9T can rotate into risk assets like equities.
Still some cross-currents to be careful of. Somewhat sticky inflation, elevated long-term bond yields, oil volatility can pop back up, geopolitical situation can toughen up a bit. Seasonally, September could be a softer month. And then US midterms are coming up.
The inflation numbers have been somewhat benign. Expectations for a rate hike have been pushed out. The interest rate environment is beneficial. Oil prices coming down from peaks would be a tailwind for equities. Any volatility from geopolitics, September weakness, and midterms is normal and not thesis-changing.
Probably won't see lower rates in the near future. Likely flat for the time being.
Going back to 1950, midterm election years tend to have about a 15% drawdown. We had a 9% drawdown earlier this year, which was a pretty heavy almost-correction. September, right before the midterms, is also seasonally soft. Over the last 10 years, on average, September is a negative month. He wouldn't be surprised to see sideways movement or a bit of a pullback before those elections.
One thing to note is that the 6-12 months after midterms tends to be the strongest period in the 4-year presidential cycle.
Oil prices are a wild card, as it really depends what's happening in the world. Looking at futures markets, oil is expected to come down to the $70 level. It did come down, but then went back up.
Base case is that things will continue to be resolved as time goes by. Oil prices should calm down into the $70s.
Share price is falling below falling 200-day and 50-day MAs. Technically, he'd be challenged to consider this name right now. 55% dividend cut removes that worry for the time being. Telecom space is a tough neighbourhood for earnings growth. Telus projecting only 1-2% earnings growth over next few years.
Wait for a basing pattern, reassess at that point.
We're going to need more energy in future, and he likes the idea of clean energy. Stock price is below 200-day MA, though starting to move higher. High beta (~1.7x), but a strong name almost in a class by itself. Look for it to get above the 200-day. He's adding for new clients.
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