Latest Stock Buy or Sell? Make More Informed Decisions!
Today, The Weekly Buzzing Stocks by Billy Kawasaki and Brian Madden commented about whether T-T, KKR-N, CSU-T, AVGO-Q, TECK.B-T, CCL-N, GIB.A-T, SHOP-T, FFH-T, TD-T, NEM-N, AP.UN-T, BN-T, AX.UN-T, MDA-T, ANET-N, NTR-T, MA-N, V-N, GNS-N, BBAI-N, NIO-N are stocks to buy or sell.
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Premium contentNio reported a revenue of 19B, which is a 57.9% change from the previous quarter. An increase in revenue typically indicates growing demand for the company's products or services. This positive change in revenue is a good sign, suggesting that the company's sales are moving in the right direction. Social media mentions are up 14.4% in the past 24h.
Premium contentBigBear.ai reported a revenue of 32M, which is a -6.6% change from the previous quarter. An increase in revenue typically indicates growing demand for the company's products or services. A decline in revenue can be concerning, as it might indicate reduced sales or challenges in the market. It's important to investigate further to understand the underlying causes. Social media mentions are up 7.9% in the past 24h.
Premium contentGenius Group reported a revenue of 1.5M, which is a -80.8% change from the previous quarter. An increase in revenue typically indicates growing demand for the company's products or services. A decline in revenue can be concerning, as it might indicate reduced sales or challenges in the market. It's important to investigate further to understand the underlying causes. Social media mentions are up 5.4% in the past 24h.
BOC and the Fed both cut by 25 bps yesterday. Broadly speaking, that's good for the valuation of all risky assets because risk-free rates are the foundation of the cost of capital for companies. Lower rates tend to lead to a re-rating, and we've seen that today.
His team focuses on two long, North American, high-conviction, best-in-breed portfolios. One mandate looks for companies that have a demonstrated history of growing dividends, underpinned by a strong competitive moat. The other, more aggressive, mandate looks for companies with very strong fundamental momentum.
It's a 2-speed economy. The job market isn't terribly healthy in either US or Canada. The experience of the median household in the street is not all sunshine and roses. Yet we have corporate profits and equity indices at or near all-time highs.
To capitalize on that, their portfolios remain predominantly invested in mid-cap, and especially large-cap, enterprises. These tend to have more resilience, more robust structural profitability, and (crucially) a more global orientation.
Great business, growing secularly. Dominant position in a tight oligopoly. Domestic (40%) and overseas (60%). Expects earnings to continue to compound at ~12-14% pace over coming several years. Competitive moat means not likely to be disrupted.
Has pulled back about 8%, while equity market is making new highs. One to buy the dip. At ~27x PE, trades at small discount to MA right now. MA is growing faster, around 15%. But trades at 32-33x PE.
He'd be fine with buying either one or both for the very long term.
Continues to like, own, and buy. Very encouraged by latest earnings report and guidance. Integral to stitching data centres together. Long runway of growth. Hitched its wagon to the big hyperscalers, so as long as they keep spending money this name will be along for the ride.
Part of the plumbing of the internet and, increasingly, the AI economy.
Intriguing. Likes business fundamentals. Space economy has a $1.5T addressable market. Has a $4.8B backlog, though did lose the EchoStar contract. Top-tier customers. NATO allies significantly upping defense spending.
His team is assessing risk/reward. Watching, hasn't pulled trigger. Stay tuned.
Owned in both of his firm's equity mandates. Continues to be very constructive on the business, industry, management, and strategy. Leader in the alternative asset manager space. Scale advantaged. Fund flows to private equity are outstripping flows to publicly traded stocks and bonds. Global. Over $1T on balance sheet. Serial compounder.
