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Today's stock picks by Derek Warren and The Weekly Buzzing Stocks by Billy Kawasaki are KHC-Q, MO-N, KO-N, CHP.UN-T, REI.UN-T, PRV.UN-T.
Value pick given current share price. Company beginning to find its way again. Returning back to core strengths of the business. Focus on urban centers very good idea. Management team is performing well.
Yield at ~9% is excellent for income investors. High quality business despite small size. Well managed with stable payout ratio that is not at risk. Would recommend holding.
The Kraft Heinz Co. engages in the manufacture and market of food and beverage products. It operates through the North America and International geographical segments. The company was founded on July 2, 2015, and is headquartered in Pittsburgh, PA. Social media mentions are up 1300% in the past 24h.
$28.910
Unknown
Altria Group, Inc. is a holding company, which engages in the manufacture and sale of cigarettes in the United States. It operates through the following segments: Smokeable Products, Oral Tobacco Products, and All Other. The Smokeable Products segment consists of cigarettes manufactured and sold by PM USA, and machine-made large cigars and pipe tobacco manufactured and sold by Middleton. The Oral Tobacco Products segment includes MST and snus products manufactured and sold by USSTC, and oral nicotine pouches manufactured and sold by Helix. The All Other segment refers to the financial results of NJOY, Helix ROW, and the IQOS System heated tobacco business. The company was founded in 1919 and is headquartered in Richmond, VA. Social media mentions are up 2400% in the past 24h.
$53.200
Unknown
The Coca-Cola Co is the nonalcoholic beverage company, which engages in the manufacture, market, and sale of non-alcoholic beverages which include sparkling soft drinks, water, enhanced water and sports drinks, juice, dairy and plant-based beverages, tea and coffee and energy drinks. Its brands include Coca-Cola, Diet Coke, Coca-Cola Zero, Fanta, Sprite, Minute Maid, Georgia, Powerade, Del Valle, Schweppes, Aquarius, Minute Maid Pulpy, Dasani, Simply, Glaceau Vitaminwater, Bonaqua, Gold Peak, Fuze Tea, Glaceau Smartwater, and Ice Dew. It operates through the following segments: Europe, Middle East and Africa, Latin America, North America, Asia Pacific, Bottling Investments and Global Ventures. The company was founded by Asa Griggs Candler in 1886 and is headquartered in Atlanta, GA. Social media mentions are up 700% in the past 24h.
$69.210
Unknown
Successful, stable. Company structure now brings operating and royalty businesses together. Owns national rights to Pret a Manger. Topline growth of 5%, and bottom line growth of 10%. Big transition in shareholder base from royalty stream holders; now more risk, but more upside. Private equity plus former management still owns 60%, so incentivized to create value. Yield is 4.5%.
(Analysts’ price target is $38.00)IT and strategy consulting firm. Think of it as a Japanese Accenture, but with higher margins and growing faster. Founder still runs the business. Japan is probably 15-20 years behind in modernizing its IT infrastructure, so long runway ahead to grow revenue close to 20%. Reasonable valuation given the growth. (Price target in Japanese yen.) Yield is 0.7%.
(Analysts’ price target is $6290.00)His preference to LMN. Reported this morning, margins are slightly below 40%. Low-ticket items sold to the construction industry to automate workflow. Really strong margins, almost no debt. Longer term, should grow mid-teens organically and through M&A. (Price target in Swedish krona.) No dividend.
(Analysts’ price target is $34.57)We reiterate EQNR, a North Sea energy producer based in Norway, as a TOP PICK. Management sees 250-350 incremental LNG cargoes being required this year to make up for depletion of commercial and strategic reserves in Europe. The stock trades at 7x earnings, 1.4x book and supports a ROE 0f 19%. The robust dividend is backed by a payout ratio under 30% of cash flow. We recommend trailing up the stop (from $18) to $22, looking to achieve $29 -- upside potential of 23%. Yield 5.6%
(Analysts’ price target is $29.49)We reiterate this outdoor sports retailer as a TOP PICK. Recently reported earnings, showed a 68% increase in free cash flow. It trades at 9x earnings, under 2x book and supports a 24% ROE. We like that cash reserves continue to grow as the company aggressively buys back shares and retires debt. We recommend trailing up the stop (from $45) to $47, looking to achieve $63 -- upside potential of 17%. Yield 0.7%
(Analysts’ price target is $62.79)We reiterate NVDA as a TOP PICK. News of a new Chinese AI competitor shook the value of the stock off its highs, but analysts feel US tech giants will continue to invest in American AI -- especially based on recent US Administration pledges to keep the US the king of AI. The drop in share price has brought value to under 30x earnings -- compared to highs near 50x. We like that recent reported earnings showed cash reserves building as shares are aggressively bought back and debt is retired. We continue to recommend a stop at $116, looking to achieve $175 -- upside potential of 29%. Yield 0.1%
(Analysts’ price target is $175.12)Special situation. Industrial conglomerate with 2 phenomenal businesses, aerospace and automation. Over the next year will split into 2 separate companies, each with its own capital allocation framework; potential to unlock a lot of value of between 50-100%.
Trades ~20x PE, really good upside. He'd say to hold both those businesses once they come into being next year. Yield is 2.2%.
Pursuit of Seven & i spooked a lot of people, debt needed would've been a lot. If it's not a friendly transaction, they're not going ahead, but would work out well if it did.
In the meantime, they're exceptional capital allocators with good scale in a fragmented industry. Really good growth profile and valuation. Yield is 1.1%.
This is his choice for those looking for income. Used to trade at a premium, but now trades at 10-11x PE, an absolute discount to peers. Really good balance sheet, and shareholders will benefit. Schwab sale should net ~$20B, and most of that will be for share buybacks. Business won't grow, but EPS has really good growth potential.
Collect the dividend for 3-5 years while you wait for a multiple re-rating. That'll give income-seeking investors a better total return. Yield is 4.9%.
What are the best stocks to buy today?
According to Derek Warren and The Weekly Buzzing Stocks by Billy Kawasaki, the best stocks to buy today are KHC-Q, MO-N, KO-N, CHP.UN-T, REI.UN-T, PRV.UN-T.
Core holding in portfolio. Tenants include Loblaws and Shoppers Drug market which is very good for stable cash flow. Excellent pick for long term investors (10 years or more). Expecting further development in industrial properties. Lots of room for the company to experience growth.