Today's stock picks by Andrey Omelchak and The Panic-Proof Portfolio (Stockchase Research) are ELVA-T, TFII-T, MATR-T, LFVN-Q, KSPI-Q, PINS-N.
Margin expansion will start next year. Is a diversified industrial with 10% annualized growth in their verticals. Has taken time to transform and are close to it. Expects a rise in cash flow and profits. Lead market share in water tanks, for instance, at gas/EV stations.
(Analysts’ price target is $12.93)It is in technology and health care where IPO's have been in a drought. However we are entering a new revived IPO market which need a stable environment for them to do well. IPO's in 2017/2018 had only top line growth but adjustments have happened and that has changed. We should see operating leverage and margin expansion. The Geo-political backdrop has normalized after a flight away from the space.
Buy 1 Hold 3 Sell 0
To invest in this you need to be positive on copper which he is with the electrification of everything and the build out of data centres. Also global growth, especially China, could push the commodity price up. It has great assets and great jurisdictions. It also has long asset life to get through downturns in the price of copper. A catalyst in the coming quarters is its production of really high margin gold by-products. We have an elevated gold price and could see earnings estimates increased. Buy 16 Hold 6 Sell 1
(Analysts’ price target is $51.24)It is in the eye care business and focuses on ophthalmology and biotech. One question is how easily can they get drugs to patients. Their first interesting drug is for dry eyes and the second is an anesthetic for surgeries, especially cataract surgery. This one is stable and consistent from patient to patient. Other anesthetics vary in their length of time they are effective from patient to patient. Has stable cash flows from its compounding business and accelerating growth from key products. Could get from under $300 million in revenue today to $1 billion in revenue in the next four years as well as tripling margins. Buy 8 Hold 0 Sell 0
(Analysts’ price target is $59.83)Stock's gone nowhere for a fair bit of time. Latest move from 2023 is quite positive, and broke out above $100. With volatility in the markets, these guys pick up great assets and make something of them. Why not capitalize on their expertise? Global, gives you private equity exposure to companies you wouldn't have on your own. Yield is 0.32%.
(Analysts’ price target is $144.00)Likes the technical picture. Trended up, and has been going sideways. A break above that (expects it later in the fall) is quite positive. Right space, which has been beaten up a bit. Good risk/reward plus a nice dividend.
If it breaks below the lower channel, then something's wrong with the story and you wouldn't add more. Yield is 5.24%.
Follows an index and weights the different units in it. This index contains all commodities related to oil, natural gas, metals, and agriculture. Now has a big allocation to oil and gas. Bit lumpy, but a trend has been in place since last year. If there's a breakdown, it's time to exit. But the upside and potential hedging is so awesome, it's worth the risk.
It's sort of a hedge against the quandary of the central banks. Employment is a bit lumpy, people are calling for rate reductions, but inflation pressures aren't going away (and have even ticked upwards in last couple of days). This ETF is your counterplay.
According to Andrey Omelchak and The Panic-Proof Portfolio (Stockchase Research), the best stocks to buy today are ELVA-T, TFII-T, MATR-T, LFVN-Q, KSPI-Q, PINS-N.
A battery maker exposed to high-growth industries like robotics and aerospace/defense. They will triple their output next year, so there will be major topline expansion. They work with Walmart, Toyota et al. and just announced an OEM deal in Japan. Competitors are Chinese battery makers, but US companies won't buy Chinese batteries, which benefits ELVA because they qualify for Buy America.
(Analysts’ price target is $12.09)