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TOP PICK
Stockchase Research Editor: Michael O'Reilly With over 929 million barrels of probable reserves focused in the prolific Montney and Pembina Cardium properties, we again reiterate ARX as a TOP PICK. Recent reported earnings doubled analyst expectations and the company is generating sizable positive cash flow. It pays a good dividend, backed by a payout ratio under 30% of cash flow. We continue to recommend a stop loss at $15, looking to achieve $21 -- upside potential over 19%. Yield 2.69% (Analysts’ price target is $20.96)
oil / gas

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TOP PICK
Stockchase Research Editor: Michael O'Reilly Following an earnings release that beat analyst estimates by 11%, we select HD as a TOP PICK. Revenues and profits were up on the year, impressive given revenue was up 33% a year ago as pandemic lockdowns had DYI busy on projects. We are not thrilled that they have used some cash reserves to buy back shares aggressively, while adding to debt, but trust in management's strategy. It pays a good dividend, backed by a payout ratio under 50% of cash flow. We recommend a stop loss at $264, looking to achieve $385 -- upside potential over 30%. Yield 2.57% (Analysts’ price target is $385.68)
specialty stores

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TOP PICK
Stockchase Research Editor: Michael O'Reilly EOG recently reported production increases of 13% over the year, helping to beat analysts expectations on earnings by 8%, while supporting a healthy ROE of 29%. Analysts now project earnings increases next year that project it at 9x earnings, compared to peers at 13x. It pays a good dividend that has been increasing for four consecutive years, backed by a payout ratio under 45% of cash flow. We like that the company has been increasing cash reserves, while buying back shares and retiring debt. We recommend setting a stop loss at $105, looking to achieve $149 -- upside over 16%. Yield 2.41% (Analysts’ price target is $148.87)
oil / gas
TOP PICK
They reported last week. Likes Brookfield for being in the alternative asset space, because this is a growing space as more corporations and institutions invest more in this area. Such hard assets generate stable cash flow and shielded from inflation. Brookfield has a global presence and they are good at accessing capital with their track record. Their Oak Tree buy a few years ago was very beneficial by enlarging their client base and capital. They will spin off 25% of their asset management business. Share have pulled back with the market so it's good to enter this. (Analysts’ price target is $90.10)
management / diversified
TOP PICK
They benefited from e-commerce shopping during the pandemic. They've seens a strong rebound in US domestic travel above pre-Covid levels. International travel, ex-Asia, is starting to return to pre-Covid levels. Visa expects to grow 18% this year, after removing Russia (was 4% of earnings). EPS to grow even higher. More business travel is also a tailwind. (Analysts’ price target is $266.92)
other services
TOP PICK
Last week, they reported strong organic growth across all regions. They will benefit from the infrastructure build next year in the US. Have a great balance sheet and will make more acquisitions. Strong organic growth too. (Analysts’ price target is $175.00)
Business Services
TOP PICK
It caters to regionally produced food that is healthier, etc. Has a great long term record with a short term stumble. Has grown at 15% for 15 to 20 years. Organic growth is at 7% and acquisitions take this to the 15% level. It is off 25% but earnings estimates are not much changed. The business has really grown in the past 5 years but the stock price hasn't kept up. Also it can pass along cost increases. Buy 8, Hold 2 ,Sell 0 (Analysts’ price target is $140.90)
food processing
TOP PICK
Another company with a great long term track record with a short term stumble, because of the growth stock sell-off. It has sold off 25% but earnings estimates are up 10%. It is an attractive opportunity since the price is detached from the fundamentals. Buy 6, Hold 1, Sell 0. (Analysts’ price target is $199.95)
0
TOP PICK
Has had temporary issues, one after another. The last time things ran smoothly was 2018. It has grown assets for 5 years and a normal year should double the stock (to $100). One-third of the new order book is coming from EV manufacturers. Linamar has grown its assets. It is a smaller company so it has more potential to capture opportunities including the EV market. Buy 4, Hold1, Sell 0 (Analysts’ price target is $76.00)
transportation equip & components

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TOP PICK
Stockchase Research Editor: Michael O'Reilly GLW is the maker of Gorilla Glass, vaccine vials, and glass products used in LED display and fiber optics. It operates in 15 countries. Recent earnings seem to demonstrate the continued ability to pass along rising costs to its customers, making it a good inflation hedge. And with next years earnings expected to be stronger, it supports a 13x earnings valuation, compared to peers at 28x. The dividend has been growing for 13 consecutive years and is expected to be a payout ratio of <45%, based on next year's earning outlook. The company has been using some cash reserves to buy back stock and retire debt, but there is plenty still left in the tank. We recommend a stop loss at $27, looking to achieve $46 -- upside potential over 30%. Yield 3.0% (Analysts’ price target is $46.10)
misc industrial products

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Stockchase Research Editor: Michael O'Reilly Recently reported earnings support the ability of BUD to be able to pass along rising costs to consumers, making it a good inflation hedge. It continues to expand its product line beyond just its iconic beer and has established a strong brand affiliation with the NFL (whose league will begin again soon). Growth in next year's earnings are expected to value the company at 15x earnings compared to peers at 19x. It trades at just 1.4x book value. It has used prudently used some cash reserves to aggressively retire debt early. We recommend at stop loss at $46, looking to achieve $73 - upside potential of 33%. Yield 0.75% (Analysts’ price target is $73.00)
breweries / beverages

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TOP PICK
Stockchase Research Editor: Michael O'Reilly This regional bank is growing market share in key markets in the Southeast, West Coast and Chicago and is expanding its presence with an effective fintech platform strategy. Rising interest rates will help their bottom line going forward. It trades at 10x earnings and under 1.4x book value. It pays a good dividend, that has been growing for 11 consecutive years, and is backed by a payout ratio under 35% of cashflow. It has been aggressively buying back shares and retiring debt. We recommend a stop loss at $27, looking to achieve $49 -- upside over 35%. Yield 3.28% (Analysts’ price target is $49.29)
banks
TOP PICK
A bit contrarian. Not a consensus long. Unique. Largest operator of for-profit hospitals in the US, plus emergency and ambulatory care centres. Key component of healthcare delivery. Executing exceptionally well over 6-7 years. Labour costs have been a drag, but this is abating. Yield is 1.07%. (Analysts’ price target is $257.67)
medical services
TOP PICK
A leader in managed care. Building out pharmacy benefit manager to become increasingly cost-competitive and vertically integrated. Decent valuation. Yield is 1.06%. (Analysts’ price target is $561.52)
medical services
TOP PICK
Growth focused, but a real business. Safety. Second-largest in animal health, diversified oncology. Visibility and pricing power. Roche's miss in immunotherapy reinforces MRK's leadership position in that area. Not expensive. 13x earnings for near double-digit EPS growth. Yield is 3.09%. (Analysts’ price target is $96.34)
biotechnology / pharmaceutical
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What are the best stocks to buy today?

According to The Panic-Proof Portfolio (Stockchase Research) and Christine Poole, the best stocks to buy today are GLW-N, BUD-N, FITB-Q, ARX-T, HD-N, EOG-N, BAM.A-T, V-N, WSP-T.