Today's stock picks by Jordan Zinberg and The Panic-Proof Portfolio (Stockchase Research) are GPOR-N, RNR-N, ESEA-Q, QBR.B-T, BBU-N, LULU-Q, PAY-T, AFN-T, FAR-T.
Believes food infrastructure business very good. Profits and revenues very strong. Management recently rejected a takeover offer. Stock way too cheap given fundamentals of business. Expecting Q3/Q4 will demonstrate further growth.
Minding services and drilling. New management team continues to perform. Higher revenues and margins. Peers in sector trading roughly 2x higher. Expecting continue growth. Would recommend buying at this price.
Its industrial gas makes it unique. Regional monopolies. Quality compounder. Allocates capital reasonably at high rates of return. Disciplined payout ratio, share buybacks. Reasonable valuation. Quality defense, benefiting from manufacturing renaissance. Yield is 1.2%.
Can benefit no matter the political landscape in the US.
Toll road, along with Visa. A choice for a consumer stock that benefits from inflation, deflation, and everything in between. Best place to be for high margins, secular growth, global reach. Yield is 0.6%.
Along with Visa, has never been cheaper on an absolute basis, especially relative to the rest of the market. Quality, profile, ubiquitous growth opportunities. We are going through headwinds, so you have to believe that we'll come out the other side in a more positive place. We'll look back at this time and see what a great opportunity it was.
He's held this for a decade, hopes to for a decade more, but it's still a good opportunity today.
P&C insurance in Scandinavia. Scandinavian market for insurance is one of the most profitable in the world. Policy holders actually own half of the company. The more profit Tryg makes, the more of a rebate they get. They don't spend on marketing, because customers never leave. And those customers spread the word to their friends. (Price target in krona.) Great yield of 5.3%.
Valuation's been coming in because it lost track of the cost-price dynamic. Thinks we're on the other side of that headwind now. Valuation's reasonable for its quality. Profit trajectory on an upward path.
He keeps it unhedged, focuses on the fundamentals, and is actually more worried about the CAD.
More of a Trump-tech trade. 12-month price target of $130. Defense is a big segment for them, including fire/emergency. Also access equipment. Will do very well in the US, but certainly with NATO. NATO will become a key pivot point, even with Mr. Trump. Reports next week. Yield is 1.2%.
(Analysts’ price target is $130.56)Another Trump-tech trade. Defense technology provider. From tactical radios to applications to hardware. Also involved in space and aerospace, and you'll find that LHX is the leader in ETFs that cover that sector. 12-month price target of $273. Buy a third here around $240, add in the mid-$220s, and again at the $215 level. Reports next week. Yield is 1.9%.
(Analysts’ price target is $248.82)Not in the same league as CRWD based on market cap. But closest you can come to a CRWD product. He's not saying it will be an acquisition, but it will have challenges with scale, as everyone's knocking on their door. Buy here around $23, again around $20, and the final third around $18. 12-month price target of $25. Reports August 30. No dividend.
(Analysts’ price target is $25.47)According to Jordan Zinberg and The Panic-Proof Portfolio (Stockchase Research), the best stocks to buy today are GPOR-N, RNR-N, ESEA-Q, QBR.B-T, BBU-N, LULU-Q, PAY-T, AFN-T, FAR-T.
Canadian fin tech business that provides instant access to gig worker economy. Trading at low multiple, with high profit margins. Unsure on why valuation is so low. Believes market will soon recognize value and re rate the stock. Recent announcement with Lift very good for long term profits.