Today's stock picks by The Weekly Buzzing Stocks by Billy Kawasaki and Brendan Caldwell are ET-N, WMT-N, MSFT-Q, CBOE-Q, AMZN-Q, COST-Q.
Chicago Board Options Exchange. Options give you the right to buy or sell an underlying stock/index/commodity at a certain price for a certain length of time. Higher margins than just trading stocks. Task master of proprietary products. Exclusive license on the VIX as well. Yield is 1.09%.
The business of exchanges is very good, sees growth. On a day like today when the market is down, trading exchanges are up because volumes go through the roof, with profitability right behind. Even talk of trading being allowed 24 hours a day.
Managed to combine recurring revenue (membership fees) with traditional retail. Business model is still the best in the retail space. Big push toward lower-cost merchandisers. Second to none in its ability to not only survive, but thrive, in what could be a difficult economic environment. Yield is 0.48%.
(Analysts’ price target is $1063.88)Stock's come off almost 40% YTD, a real opportunity to get in. Half of its construction projects are linked to utilities. Does a lot of nuclear construction, refurbishment, and ongoing maintenance. So the projects aren't as discretionary. Stock got ahead of itself, but then concerns about economy set in. Yield is 4.48%.
Government announcements abound with infrastructure and nuclear spending. Whether we're in a recession or not, doesn't expect governments to stop spending on transit projects and the like. Lots of opportunity for public and private spending.
A new position for clients this year. Consumer staple. Specialty foods (main segment) + food distribution to schools, hospitals, and restaurants. Operates under 60 different banners, so there's little brand risk. On a huge growth trajectory right now that's being discounted by the market. Yield is 4.42%.
Last few years spending big to increase US distribution. For example, one of its biggest customers in Canada is COST. With increased US presence, now has access to the US stores of COST as well. Through this, it can also change distribution, so not as much exposure to tariffs. Total exposure is less than 5%, and working to mitigate that even further.
Half utility, half gas processing. Both segments doing well. Utility side rate base is growing 8%, which is higher than others. Working on large propane export projects off the West Coast. A lot of gas producers are looking for capacity outside the US; Asian markets, for example, have higher pricing. Yield is 3.16%.
(Analysts’ price target is $39.50)According to The Weekly Buzzing Stocks by Billy Kawasaki and Brendan Caldwell, the best stocks to buy today are ET-N, WMT-N, MSFT-Q, CBOE-Q, AMZN-Q, COST-Q.
The oil and natural gas products that move through pipelines are an integral part of our modern way of life. From the clothes you wear and the food you eat to the transportation you use, oil and natural gas touch your life in thousands of ways you have never imagined. Social media mentions are up 400% in the past 24h.