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Today, The Panic-Proof Portfolio (Stockchase Research) and David Burrows commented about whether FCX-N, NA-T, CP-T, PM-N, MG-T, POW-T, BCE-T, MTUM-N, PLTR-N, NVDA-Q, NGT-T, AMZN-Q, IHI-N, SYK-N, PFE-N, MG-T, CCS-N, IYC-N, NFLX-Q, AC-T, DKNG-Q, DISH-Q, GNW-N, PANW-N, NFLX-Q are stocks to buy or sell.

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This is a Panic-proof Portfolio opinion which is available only for Premium members

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

TOP PICK

Netflix Inc.(NFLX-Q)

22/04/2021
Netflix Inc.
Stockchase Research Editor: Michael O'Reilly It's time to chill with NFLX, now that it has returned to better valuation. Although recently reported EPS of $3.75 exceeded analyst expectations by $0.78 per share, the market flinched on the nearly 4 million new subscribers not hitting expected targets. One has to remember that organic content was delayed due to the pandemic. We are not worried as the company has amassed an estimated $8.2 billion in cash -- up over $3 billion from a year ago. We would buy this with a stop loss at $400, looking to achieve $625 -- upside potential over 24%. Yield 0% (Analysts’ price target is $622.00)
Technology
The Panic-Proof Portfolio (Stockchase Research)
$502.980
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This is a Panic-proof Portfolio opinion which is available only for Premium members

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

TOP PICK

Palo Alto Networks(PANW-N)

22/04/2021
Palo Alto Networks

Stockchase Research Editor: Michael O'Reilly PANW is well positioned for the unfortunate need for higher cybersecurity in the world. PANW offers customers firewall, cloud, and analytics security. Amazon AWS and Microsoft Azure are some of its biggest clients. Recent earnings showed a 25% increase in revenues and management expects another year over 20% again. Cash reserves have grown to be estimated over $2.9 billion. We would buy this with a stop loss at $300, looking to achieve $450 -- upside over 25%. Yield 0% (Analysts’ price target is $447.35)

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The Panic-Proof Portfolio (Stockchase Research)
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This is a Panic-proof Portfolio opinion which is available only for Premium members

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

TOP PICK

Genworth Financial Inc(GNW-N)

22/04/2021
Genworth Financial Inc
Stockchase Research Editor: Michael O'Reilly GNW is a long term care and mortgage insurer company. For the past four years, the company has been off analyst radar screens since it was in talks to be acquired by a Chinese company for $5.43 per share. Management officially ended the merger discussions this month, after 17 failed extensions. The company has been paying down debt and currently holds estimated cash reserves equivalent to $5.36 per share, yet the stock trades under $4.00. The company is looking to unlock trapped value in the mortgage insurance side of the business via a IPO. We would buy this with a stop loss at $3.00, looking to achieve $5.50 -- upside over 37%. Yield 0% (Analysts’ price target is $5.95)
insurance
The Panic-Proof Portfolio (Stockchase Research)
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This is a Panic-proof Portfolio opinion which is available only for Premium members

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

PAST TOP PICK

DISH Network Corporation(DISH-Q)

22/04/2021
DISH Network Corporation
(A Top Pick Feb 23/21, Up 30.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with DISH has progressed well and has achieved our $40.50 objective. To remain disciplined, we recommend covering 50% of the position and trailing up the stop to $31 (near the original recommended entry). This would all but guarantee a minimum investment return of 15%.
communications / media
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COMMENT

Markets.(A Commentary)

22/04/2021
A Comment -- General Comments From an Expert
Markets. Clear signals we're in the early stages of a new economic cycle. Many investors are focusing on secular growth stocks, and missing opportunities in the more cyclical materials, agriculture, and industrials. The cyclicals probably have a long runway and are relatively inexpensive.
Unknown
David Burrows
N/A
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COMMENT

Commodities.(A Commentary)

22/04/2021
A Comment -- General Comments From an Expert
Commodities. If you look at the RJI ETF or the DBC, only about 4 months ago we broke a 14 year downtrend. Positive outlook should go on for several years. Themes like electrification will encourage incremental demand in things like copper. You have to pick your spots, and this is one of them.
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David Burrows
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COMMENT

Oil.(A Commentary)

22/04/2021
A Comment -- General Comments From an Expert
Oil. Across the commodities sector, agriculture was the first to break out, followed by forestry, and then base metal miners. If you look at the XOP ETF, we still have to break the downtrend. Bigger headwinds in energy than in other sectors. Some companies have become stronger through the difficult times, and he has some positions there.
Unknown
David Burrows
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BUY

DraftKings(DKNG-Q)

22/04/2021
DraftKings
Sports betting is in relatively early stages. Has been very aggressive, and so has the first mover advantage. Pullback with the other high growth stocks, so this is a pretty good entry point. Interesting. One he'd focus on.
Technology
David Burrows
N/A
Unknown
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DON'T BUY

Air Canada(AC-T)

22/04/2021
Air Canada
More balance sheet damage from the pandemic than people realize. Airlines in general have pulled back. Not his first go-to at this point.
Transportation
David Burrows
$24.580
No
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DON'T BUY

Netflix Inc.(NFLX-Q)

22/04/2021
Netflix Inc.
This one is a long-duration asset, and less attractive with inflation. NFLX is one of the casualties of not over-delivering enough. He's reduced his tech position significantly in favour of cyclicals.
Technology
David Burrows
$502.980
Unknown
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COMMENT

Reaction to earnings.(A Commentary)

22/04/2021
A Comment -- General Comments From an Expert
Reaction to earnings. Don't look just at what the earnings are, but how the market reacts to the news. Not the first day, but a week to 10 days out. How is the market digesting the news? NFLX is one of the casualties of not over-delivering enough.
Unknown
David Burrows
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BUY

iShares US Consumer Services ETF(IYC-N)

22/04/2021
iShares US Consumer Services ETF

Dominated by AMZN, DIS, NFLX, WMT. Basically, consumer discretionary, which is one of the areas he's focused on. You could absolutely hold it. Has a lot of large growth stocks in it, so it may not be a rocket, but a steady performer. Not over its skis.

0
David Burrows
$77.595
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BUY

Century Communities(CCS-N)

22/04/2021
Century Communities

Big fan. Great job building out their communities. Earnings should be up about 36% this year. Start with the sector, and do you like it. The ITB homebuilders ETF recently make its first new high since 2007. This means a new bull market in homebuilding stocks. Trades at 10x earnings. A smaller player.

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David Burrows
$62.580
Owned
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COMMENT

Lumber price affecting homebuilding demand.(A Commentary)

22/04/2021
A Comment -- General Comments From an Expert
Lumber price affecting homebuilding demand. The question is if there's pricing power to put through to the buyer. It seems that there is. After years of very little movement, prices are now going up. He likes the suppliers to the homebuilding industry, as well as the builders themselves.
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David Burrows
N/A
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BUY

Magna Int'l. (A)(MG-T)

22/04/2021
Magna Int'l. (A)

Trades at 24x earnings. Really likes the auto sector and auto parts and assembly. This is the one he'd choose. Growing cashflow. 90% of the products they make are as applicable to EV as to traditional engines. They assemble full vehicles, and there's a real possibility they win a mandate from Apple. Dividend should grow. Yield is 1.8%.

Automotive
David Burrows
$119.280
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