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TOP PICK

A world with zero crashes, zero emissions and zero congestion. Our diverse team of over 165,000 employees brings their collective passion for engineering, technology and design to deliver on this ambitious future. And the bold commitments we’ve made are moving us closer to realizing this vision. Social media mentions are up 814% in the past 24h.

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🔒 Premium Content Alert – This buzzing stock opinion is accessible only to Premium members

Discover an exclusive list and analysis of the stocks that are trending on social medias—accessible only to our Premium subscribers. With a keen focus on the stocks that are setting social media ablaze, this weekly feature offers an invaluable lens through which to evaluate market movers. Say goodbye to the endless scroll through social media timelines; we curate the buzz so you can invest your time as wisely as your money. Unlock Premium Now.

TOP PICK

Founded in 1975, Boyd Gaming Corporation is one of the largest and most successful casino entertainment companies in the United States. We operate 28 gaming properties in ten states – Nevada, Illinois, Indiana, Iowa, Kansas, Louisiana, Mississippi, Missouri, Ohio, and Pennsylvania -- and manage a tribal casino in northern California. Our Company is also a strategic partner and 5% equity owner of FanDuel Group, the nation's leading sports-betting operator. One of the most respected names in the gaming industry, Boyd Gaming prides itself on offering guests an outstanding entertainment experience, all delivered with the unrivaled attention to customer service that is known as Boyd Style. Social media mentions are up 400% in the past 24h.

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🔒 Premium Content Alert – This buzzing stock opinion is accessible only to Premium members

Discover an exclusive list and analysis of the stocks that are trending on social medias—accessible only to our Premium subscribers. With a keen focus on the stocks that are setting social media ablaze, this weekly feature offers an invaluable lens through which to evaluate market movers. Say goodbye to the endless scroll through social media timelines; we curate the buzz so you can invest your time as wisely as your money. Unlock Premium Now.

TOP PICK

William (Bill) and Joan Clark founded Realty Income after acquiring a Northridge, California, Taco Bell property directly from Taco Bell founder Glen Bell in 1969. Their vision was to create a platform that provided shareholders monthly dividends that increase over time. Bill and Joan took a unique approach, purchasing commercial real estate and leasing each property to well-qualified companies with a strong financial profile in exchange for capital. This provided the operator access to growth capital while generating a steady stream of monthly revenue for Realty Income, supporting increasing monthly dividends. Social media mentions are up 400% in the past 24h.

COMMENT
tariffs

One of the worst things for an investor or business owner is uncertainty. The latter has no idea what will happen this week, no idea over input costs, whether they should hire more employees now. The former are paralyzed and do nothing. Business will grind to a halt, which is not good for the stock market. He doesn't see an ending soon. There's a small window--inflation takes a little time to kick in, like 3-4 months, but impact on demand is immediate. People won't spend if they expect a  recession. He's waiting for the VIX to spike to 40-50 before buying.  What will Q1 earnings be and the full-year outlook? Business isn't bad for companies, but they are uncertain, which will dampen their outlooks. Don't panic or react to headlines. Quality companies will get through this. Most dividends will be okay. Buy a little gold, which is good in a crisis.

BUY ON WEAKNESS

Is -27% this year, but above its IPO. Have grown revenue 50% in the past 3 quarters. The last quarter was amazing. Hold $2 billion cash. However, they are closely tied to search, and AI will take a lot of that business away. Also, AI searches are using their answers. Also, trades at a high 52x PE. This will be okay, but buy lower.

BUY

It fell below $20 on tariff fears. Some products may be exempt from tariffs if covered by Medicare. They've grown by acquisition, so have some exposure to the US. This is not bad at this price now to hide in. Their business is generally stable and shares are relatively cheap. Management owns lots of shares and have grown the business well. SIS is a better play than a software or oil company this size, because their business is stable. It helps they have business outside US, though input costs this year will be a worry.

COMMENT

A tough one. A utility is supposed to be slow and steady, and they cut their dividend twice already. They had too much debt and sold assets to pay it down. The stock is now bouncing, and they pay some dividend, while the PE has changed a lot. Maybe the worst is over, but Fortis is a better choice.

BUY

Consistent and reliable. A quality utility, which are generally safe and slow.

BUY

He likes the WCP-Veren deal. Both were already decent companies, but together will enjoy synergy from cost savings. It will become the 4th-largest light oil producer in Canada. Management knows what it's doing, valuation good. Bigger companies here tend to enjoy a multiple increase. Veren shareholder will receive the WCP dividend, a big increase for them. The combined company will do pretty well.

BUY

He likes the WCP-Veren deal. Both were already decent companies, but together will enjoy synergy from cost savings. It will become the 4th-largest light oil producer in Canada. Management knows what it's doing, valuation good. Bigger companies here tend to enjoy a multiple increase. Veren shareholder will receive the WCP dividend, a big increase for them. The combined company will do pretty well.

BUY

Non-prime lending is a tough business. Canada has capped interest rates on how much you can charge. They have to charge a lot to make any money. PRL has grown a lot since going public a few years ago. They raised their dividend many times. Shares climbed to $40, then sank in recent months, though their business has not changed. Why? Fundamentals are sound. Perhaps there are fears of loan defaults. But during recessions, they get more clients, people desperate for loans. Caveat: shares go down with the market in a recession. Dividend and growth are okay. The valuation is down to a low and is attractive.

BUY

See comments on Propel Holdings, too. This stock has done well over time, but investors have been selling this recently. The new CEO has 20 years' experience in retail banking, very good. The valuation is cheaper now, while the dividend has been there a long time and continue to raise it. Good long term, but one day he thinks some company will buy it out.

WAIT

They had an ugly last quarter (shares tanked) in a surprising miss. They tend to have good quarters. They make well-time acquisitions in troubled times, so wait for that to happen again to boost shares. This stock won't do much for the next 6 months.

PAST TOP PICK
(A Top Pick Nov 18/24, Down 16%)

Mid/small caps have been hit in recent months, but he expects the CEO transition to go well and their business remains good. It could be a takeover target.