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Today's stock picks by Rick Rule and The Weekly Buzzing Stocks by Billy Kawasaki are TSLA-Q, CVS-N, AMD-Q, AOI-T, IPCO-T, ECOR-T.
Also a Lundin Group company. Consistent in buying back shares. Stock's substantially undervalued. Heavy oil producer. Potential beneficiary of de-bottlenecking Keystone. No dividend.
(Analysts’ price target is $20.27)Cheapest of the intermediate royalty companies, but best cashflow pipeline. Based in London UK and there aren't a lot of royalty companies there. Principal source of free cashflow is coal, decidedly out of favour. Royalties from coal will go down over next 3-5 years.
The market's missing its wonderful portfolio of other assets. One of 2 things will happen. Either share price goes up, or it gets consolidated by another mid-tier, or larger, royalty company. Would make a wonderful tuck-in acquisition. Yield is 4%.
The Future is Sustainable. We’re building a world powered by solar energy, running on batteries and transported by electric vehicles. Explore the most recent impact of our products, people and supply chain. Social media mentions are up 32% in the past 24h.
$420.090
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CVS Health is building a world of health around every consumer. Our unmatched reach allows us to deliver high-quality, affordable health care when and how individuals choose. We’re on a mission to deliver superior and more connected experiences, lower the cost of care and improve the health and well-being of those we serve. Social media mentions are up 136% in the past 24h.
$50.405
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AMD is the high performance and adaptive computing leader, powering the products and services that help solve the world’s most important challenges. Our technologies advance the future of the data center, embedded, gaming and PC markets. Founded in 1969 as a Silicon Valley start-up, the AMD journey began with dozens of employees who were passionate about creating leading-edge semiconductor products. AMD has grown into a global company setting the standard for modern computing, with many important industry firsts and major technological achievements along the way. Social media mentions are up 193% in the past 24h.
$129.970
Unknown
Really large footprint in a niche area of AI, which will provide better growth than an NVDA (whose growth is starting to slow). Building up AI infrastructure and cost efficiency. Valuation is great. The CDR hedges against the CAD moving up from its very low level now. Yield is 1.2%.
(Analysts’ price target is $197.96)Increased demand for credit cards and online shopping will continue. Partnership with NFLX focuses on live events. None of these partnerships will generate a ton of revenue, but it's ingenious how they're gaining access to the consumer. Yield is 0.5%.
(Analysts’ price target is $564.73)He's looking for a good entry point. Cut dividend, which was long overdue. Now looking at more share buybacks, a good thing. Valuation is really attractive. Strong fundamentals going forward. Not a dividend play, but a good opportunity for growth. Yield is 3%.
(Analysts’ price target is $9.00)Two of the largest advertising companies in the US just paired up under the OMC name in a $13.2 billion all stock deal. The new entity will represent 48% of ad revenue and OMC management expects $750 million in annual cost savings. It trades at 13x earnings and supports a ROE of 33%. We recommend setting a stop-loss at $80, looking to achieve $116 -- upside potential of 28%. Yield 3.0%
(Analysts’ price target is $116.02)This large global biopharma company has reported continued success in a oncology based treatment for a blood cancer effecting 180,000 new patients annually. The company is building cash reserves while debt is retired. It trades at 22x earnings and supports a 21% ROE. We recommend setting a stop-loss at $27, looking to achieve $45 -- upside potential of 26%. Yield 4.5%
(Analysts’ price target is $45.07)LDOS provides cybersecurity and defense solutions to US governments. They were just awarded a $670 million hypersonic missile research contract. It trades at 17x earnings and supports a 27% ROE. We like that cash reserves are growing, while debt is retired and shares bought back. We recommend setting a stop-loss at $125, looking to achieve $192 -- upside potential of 24%. Yield 1.0%
(Analysts’ price target is $192.17)Leader in home accessibility and patient handling products. Benefits from aging demographics. Phenomenal results, increased margins. Over 18% EBITDA margins YTD.
Stock's down on tariff threat, big overreaction. Buying opportunity. Patient handling products are all made in USA, and most home accessibility is FDA-approved (tariff exempt). Home elevator business may not be exempt, but could easily shift manufacturing to another of its 12 plants worldwide. Yield is 3%.
Huge margins and free cashflow. Growing business annually compounded at over 15%. International expansion. US acquisition is growing double digits. Online China business growing 80%. Never been cheaper at 17x forward PE. Takeover potential in a few years. Yield is 2%.
(Analysts’ price target is $40.82)Defensive growth at a reasonable price. He's not a trader, but this is the third time he's owned it. Leading NA producer of railway ties (a duopoly) and utility poles (pretty much an oligopoly). Really improved margins. Very strong balance sheet, buying back lots of shares, increasing dividend every year.
Got hammered recently, as utility pole segment slowed. But there's a huge replacement cycle coming, plus expansion of the electrification grid. Poles will still be the main driver of growth. Great buying opportunity at under 12x earnings. Yield is 2%.
What are the best stocks to buy today?
According to Rick Rule and The Weekly Buzzing Stocks by Billy Kawasaki, the best stocks to buy today are TSLA-Q, CVS-N, AMD-Q, AOI-T, IPCO-T, ECOR-T.
He likes out-of-favour assets. Oil & gas are out of favour, especially in Africa. Wonderful job of paying down debt from latest acquisition. Can now focus on returning cashflow to shareholders, while still exploring Nigeria and Namibia.
(Analysts’ price target is $3.33)Trades at 50% discount to net present value of existing Nigerian assets, which means you get everything else for less than free. Still has backing from the successful Lundin family. Yield is 4%.