<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0" xmlns:sc="https://stockchase.com"><channel><title><![CDATA[Stockchase Daily News RSS]]></title><description><![CDATA[The Days Comments by Experts]]></description><link>https://stockchase.com</link><generator>RSS for Node</generator><lastBuildDate>Sat, 29 Aug 2026 00:38:34 GMT</lastBuildDate><atom:link href="https://stockchase.com/rss/daily" rel="self" type="application/rss+xml"/><language><![CDATA[en]]></language><item><title><![CDATA[[COMMENT] NVIDIA Corporation (NVDA-Q)]]></title><description><![CDATA[We saw NVDA jump yesterday after another quarter of blowout earnings. They surprised on both the top and bottom line. EPS growth rate of 111% versus this time last year! Sales growth of 106%. Question is whether that's going to be sustainable long-term?Not that it won't continue to be innovative and profitable, but some of these tech giants in the AI space have analyst expectations set very high.]]></description><link>https://stockchase.com/NVDA-Q/opinions/269445</link><guid isPermaLink="false">https://stockchase.com/NVDA-Q/opinions/269445</guid><pubDate>Fri, 28 Aug 2026 19:41:14 GMT</pubDate><sc:expert>Brianne Gardner</sc:expert></item><item><title><![CDATA[[WATCH] Oracle (ORCL-N)]]></title><description><![CDATA[Generated $32B of operating cashflow last year. FCF is negative because they spent roughly $56B building AI data centres. Investors are willing to tolerate that spending because of extraordinary demand. Wouldn't expect a FCF reversal while the buildout continues, but those new data centres will produce revenue. Rebound potential. Wait and see, earnings next week. She has only a 1/2 position now, and will see what the earnings report says.  (Analysts’ price target is $244.00)]]></description><link>https://stockchase.com/ORCL-N/opinions/269447</link><guid isPermaLink="false">https://stockchase.com/ORCL-N/opinions/269447</guid><pubDate>Fri, 28 Aug 2026 19:41:14 GMT</pubDate><sc:expert>Brianne Gardner</sc:expert></item><item><title><![CDATA[[WATCH] Algonquin Power & Utilities Corp (AQN-T)]]></title><description><![CDATA[Continues working through a multi-year turnaround. Now mostly a regulated utility providing natural gas, water, and electricity. Positive that management's returned focus to simpler utility operations. New, approved utility rates are helping earnings. More than 80% of operations in US, HQ plans to move to US (reduce taxes, attract more US investors).Debt remains extremely high, earnings growth still modest. She's just monitoring, needs to see more execution.]]></description><link>https://stockchase.com/AQN-T/opinions/269448</link><guid isPermaLink="false">https://stockchase.com/AQN-T/opinions/269448</guid><pubDate>Fri, 28 Aug 2026 19:41:14 GMT</pubDate><sc:expert>Brianne Gardner</sc:expert></item><item><title><![CDATA[[BUY on WEAKNESS] Micron Technology (MU-Q)]]></title><description><![CDATA[MU vs. TSM Owns both. Likes both, but for different reasons. Complement each other in a portfolio. Recently added to MU on pullback.MU makes memory chips. More cyclical. When demand and pricing are strong, can be a lot more earnings upside. A bit more torque in the current AI memory cycle.TSM manufactures advanced chip design. Steadier, higher-quality manufacturing platform. Sits at the centre of almost the entire semiconductor ecosystem. Tradeoff is geopolitical risk, with most of advanced production concentrated in Taiwan.]]></description><link>https://stockchase.com/MU-Q/opinions/269449</link><guid isPermaLink="false">https://stockchase.com/MU-Q/opinions/269449</guid><pubDate>Fri, 28 Aug 2026 19:41:14 GMT</pubDate><sc:expert>Brianne Gardner</sc:expert></item><item><title><![CDATA[[HOLD] Taiwan Semiconductor MFG. (TSM-N)]]></title><description><![CDATA[TSM vs. MU Owns both. Likes both, but for different reasons. Complement each other in a portfolio. Recently added to MU on pullback.MU makes memory chips. More cyclical. When demand and pricing are strong, can be a lot more earnings upside. A bit more torque in the current AI memory cycle.TSM manufactures advanced chip design. Steadier, higher-quality manufacturing platform. Sits at the centre of almost the entire semiconductor ecosystem. Tradeoff is geopolitical risk, with most of advanced production concentrated in Taiwan.]]></description><link>https://stockchase.com/TSM-N/opinions/269450</link><guid isPermaLink="false">https://stockchase.com/TSM-N/opinions/269450</guid><pubDate>Fri, 28 Aug 2026 19:41:14 GMT</pubDate><sc:expert>Brianne Gardner</sc:expert></item><item><title><![CDATA[[WATCH] Canadian National R.R. (CNR-T)]]></title><description><![CDATA[Monitors as a high-quality transportation business. Still one of Canada's economic highways. Latest quarter strong. Revenue increased 11%, raised earnings outlook. Challenges include margins, competition, and trade uncertainty.She prefers UNP. ]]></description><link>https://stockchase.com/CNR-T/opinions/269451</link><guid isPermaLink="false">https://stockchase.com/CNR-T/opinions/269451</guid><pubDate>Fri, 28 Aug 2026 19:41:14 GMT</pubDate><sc:expert>Brianne Gardner</sc:expert></item><item><title><![CDATA[[HOLD] Union Pacific Corp (UNP-N)]]></title><description><![CDATA[Her choice in the space. Stronger opportunities than peers.]]></description><link>https://stockchase.com/UNP-N/opinions/269452</link><guid isPermaLink="false">https://stockchase.com/UNP-N/opinions/269452</guid><pubDate>Fri, 28 Aug 2026 19:41:14 GMT</pubDate><sc:expert>Brianne Gardner</sc:expert></item><item><title><![CDATA[[PARTIAL SELL] Exchange Income (EIF-T)]]></title><description><![CDATA[Several different earnings streams under one roof. Aviation is the real engine, a lot of the demand is essential rather than discretionary (makes cashflow more resilient). Last quarter very strong, raised guidance. Acquisition model keeps them buying profitable, niche businesses. Recently increased dividend.She'd trim for sure, but continue to hold.]]></description><link>https://stockchase.com/EIF-T/opinions/269454</link><guid isPermaLink="false">https://stockchase.com/EIF-T/opinions/269454</guid><pubDate>Fri, 28 Aug 2026 19:41:14 GMT</pubDate><sc:expert>Brianne Gardner</sc:expert></item><item><title><![CDATA[[WATCH] Premium Brands Holdings Corp (PBH-T)]]></title><description><![CDATA[Long-term story very interesting. She wants to see a bit better execution. Last quarter disappointing, lowered 2026 outlook. Consumer demand weakened. Closing older facilities, walking away from unprofitable products. Management expects increased capacity expected to boost sales and profits, and she wants evidence of that.Valuation more attractive. Debt remains elevated.]]></description><link>https://stockchase.com/PBH-T/opinions/269455</link><guid isPermaLink="false">https://stockchase.com/PBH-T/opinions/269455</guid><pubDate>Fri, 28 Aug 2026 19:41:14 GMT</pubDate><sc:expert>Brianne Gardner</sc:expert></item><item><title><![CDATA[[RISKY] Reddit Inc. (RDDT-N)]]></title><description><![CDATA[Very volatile. Underlying growth is pretty exceptional. Revenue grew 61% last quarter. Now very profitable. Enormous amount of authentic, human conversation makes it unique in an AI world. That content has value for advertising and AI models. Added to the S&P 500 this month.Her preference in the space is still META, advertising engine is more mature and diversified. RDDT has more upside, but more volatility and execution risk.]]></description><link>https://stockchase.com/RDDT-N/opinions/269456</link><guid isPermaLink="false">https://stockchase.com/RDDT-N/opinions/269456</guid><pubDate>Fri, 28 Aug 2026 19:41:14 GMT</pubDate><sc:expert>Brianne Gardner</sc:expert></item><item><title><![CDATA[[HOLD] BlackBerry (BB-T)]]></title><description><![CDATA[Finally showing that the turnaround has real substance. Really likes QNX, huge future royalty backlog from cars it's embedded in. Moving beyond cars into physical robotics and AI. Revenue grew 26% last quarter. Cash generation is moving in the right direction. Catalysts are very real.Question is not whether turnaround is real. It's what price should you pay for it? Next reports on September 24 -- see if that confirms that growth is accelerating.]]></description><link>https://stockchase.com/BB-T/opinions/269457</link><guid isPermaLink="false">https://stockchase.com/BB-T/opinions/269457</guid><pubDate>Fri, 28 Aug 2026 19:41:14 GMT</pubDate><sc:expert>Brianne Gardner</sc:expert></item><item><title><![CDATA[[PAST TOP PICK] IBM Common Stock (IBM-N)]]></title><description><![CDATA[(A Top Pick Aug 25/25, Up 2%) Still likes it despite pullback. Recent weakness partially due to customers delaying (but not cancelling) large purchases in favour of buying hardware. AI, mainframe modernization, and quantum still provide potential growth engines.]]></description><link>https://stockchase.com/IBM-N/opinions/269458</link><guid isPermaLink="false">https://stockchase.com/IBM-N/opinions/269458</guid><pubDate>Fri, 28 Aug 2026 19:41:14 GMT</pubDate><sc:expert>Brianne Gardner</sc:expert></item><item><title><![CDATA[[PAST TOP PICK] Servicenow (NOW-N)]]></title><description><![CDATA[(A Top Pick Aug 25/25, Up 6%) Story looks materially better after latest results. Latest quarter provided clearest evidence yet that AI can actually make its software more valuable. Revenue growth and contracted future revenue accelerated. Raised full-year outlook. Connecting Claude directly into its platform. Momentum needs to translate into overall growth.If the run continues, she may trim. ]]></description><link>https://stockchase.com/NOW-N/opinions/269459</link><guid isPermaLink="false">https://stockchase.com/NOW-N/opinions/269459</guid><pubDate>Fri, 28 Aug 2026 19:41:14 GMT</pubDate><sc:expert>Brianne Gardner</sc:expert></item><item><title><![CDATA[[PAST TOP PICK] Brookfield Infrastructure Partners (BIP.UN-T)]]></title><description><![CDATA[(A Top Pick Aug 25/25, Up 31%) Essential assets + income + long-term growth. Still likes, still owns. Owns the infrastructure that the economy runs on. Higher rates and debt remain a potential risk. Sees 23% upside from here.]]></description><link>https://stockchase.com/BIP.UN-T/opinions/269460</link><guid isPermaLink="false">https://stockchase.com/BIP.UN-T/opinions/269460</guid><pubDate>Fri, 28 Aug 2026 19:41:14 GMT</pubDate><sc:expert>Brianne Gardner</sc:expert></item><item><title><![CDATA[[BUY] Capital Power (CPX-T)]]></title><description><![CDATA[A way to participate in huge electricity demand coming from AI and data centres. Pullback is pretty good entry point. Diversified portfolio of natural gas, renewables, and energy across NA. Key is that much of its power is reliable and flexible. Cashflow improved last quarter. Increased dividend for 13th consecutive year.  (Analysts’ price target is $78.00)]]></description><link>https://stockchase.com/CPX-T/opinions/269461</link><guid isPermaLink="false">https://stockchase.com/CPX-T/opinions/269461</guid><pubDate>Fri, 28 Aug 2026 19:41:15 GMT</pubDate><sc:expert>Brianne Gardner</sc:expert></item><item><title><![CDATA[[BUY on WEAKNESS] Meta Platforms, Inc. (META-Q)]]></title><description><![CDATA[Time will tell whether lawsuit payouts will be a drag. Still likes. Pullback makes valuation more attractive. One of the most powerful ad platforms in the world. AI already improving its core business. Aggressive AI infrastructure spending has pushed costs higher and FCF sharply lower. Very strong revenue growth.Spending needs to produce returns. Volatility could be your chance to add. Sees upside potential of ~30%.]]></description><link>https://stockchase.com/META-Q/opinions/269462</link><guid isPermaLink="false">https://stockchase.com/META-Q/opinions/269462</guid><pubDate>Fri, 28 Aug 2026 19:41:15 GMT</pubDate><sc:expert>Brianne Gardner</sc:expert></item><item><title><![CDATA[[WATCH] Agnico-Eagle Mines (AEM-T)]]></title><description><![CDATA[One of the highest-quality gold miners in Canada. Strong operating record, very good balance sheet. Most assets are in relatively stable jurisdictions. Last quarter strong, production better than expected, costs well-controlled. Record FCF. Modest upside. Wait to add on weakness, don't chase here.Full-year production now expected near lower end of guidance. Watch that, as well as price of gold. She owns ABX instead.  (Analysts’ price target is $310.00)]]></description><link>https://stockchase.com/AEM-T/opinions/269463</link><guid isPermaLink="false">https://stockchase.com/AEM-T/opinions/269463</guid><pubDate>Fri, 28 Aug 2026 19:41:15 GMT</pubDate><sc:expert>Brianne Gardner</sc:expert></item><item><title><![CDATA[[HOLD] Barrick Mining (ABX-T)]]></title><description><![CDATA[Holds instead of AEM for its geographic diversification and copper exposure. Major run with the move in gold. 10/10 on fundamentals.]]></description><link>https://stockchase.com/ABX-T/opinions/269464</link><guid isPermaLink="false">https://stockchase.com/ABX-T/opinions/269464</guid><pubDate>Fri, 28 Aug 2026 19:41:15 GMT</pubDate><sc:expert>Brianne Gardner</sc:expert></item><item><title><![CDATA[[HOLD] Descartes (DSG-T)]]></title><description><![CDATA[Rebound, or take the loss? Story's not broken. Last quarter not bad -- revenue rose 15%, net income rose ~33%. Decline's been more about stock growth expectation and valuation coming down. Continues to acquire complementary logistics software, which it does well. Might rebound after a positive earnings report on September 10.She owns, and prefers, CSU. Higher-quality, niche operator.]]></description><link>https://stockchase.com/DSG-T/opinions/269465</link><guid isPermaLink="false">https://stockchase.com/DSG-T/opinions/269465</guid><pubDate>Fri, 28 Aug 2026 19:41:15 GMT</pubDate><sc:expert>Brianne Gardner</sc:expert></item><item><title><![CDATA[[TOP PICK] Broadcom (AVGO-Q)]]></title><description><![CDATA[One of her favourite ways to participate in next AI buildout stage. Critical supplier of AI chips and network equipment. Despite volatility, great upside potential. New chip developed for OpenAI touted to be more efficient than Blackwell. Highlights shift to custom-designed chips for high-tech companies. Valuation more reasonable after pullback. A picks-and-shovels play. About 44% upside potential. Ranks 10/10. Yield is 0.70%.  (Analysts’ price target is $527.98)]]></description><link>https://stockchase.com/AVGO-Q/opinions/269466</link><guid isPermaLink="false">https://stockchase.com/AVGO-Q/opinions/269466</guid><pubDate>Fri, 28 Aug 2026 19:41:15 GMT</pubDate><sc:expert>Brianne Gardner</sc:expert></item><item><title><![CDATA[[TOP PICK] Constellation Energy (CEG-Q)]]></title><description><![CDATA[Enormous electricity demand coming from AI and data centres. Owns largest nuclear fleet in the US -- dependable baseload of reliable electricity that can run 24 hours a day, an increasingly valuable asset. Signs contracts directly with major companies who can't afford a power disruption. Recent natural gas acquisition increases its diversification, and makes it the largest electricity producer in the US. Ranks 7/10, with ~25% upside. Yield is 0.06%.  (Analysts’ price target is $350.50)]]></description><link>https://stockchase.com/CEG-Q/opinions/269467</link><guid isPermaLink="false">https://stockchase.com/CEG-Q/opinions/269467</guid><pubDate>Fri, 28 Aug 2026 19:41:15 GMT</pubDate><sc:expert>Brianne Gardner</sc:expert></item><item><title><![CDATA[[TOP PICK] RB Global, Inc. (RBA-T)]]></title><description><![CDATA[Pullback creates an even more attractive entry point into a high-quality business. Handled 11% more in transaction value last quarter, but earned a slightly smaller percentage on each transaction. That's because newer acquisitions carry lower fees.Business is not broken. Sees increasing revenue, growing profits, and growing automotive market share. Management raised full-year guidance. Next opportunity is agriculture. Sees 54% upside, ranks 9/10 on fundamentals. Yield is 1.53%.  (Analysts’ price target is $182.36)]]></description><link>https://stockchase.com/RBA-T/opinions/269468</link><guid isPermaLink="false">https://stockchase.com/RBA-T/opinions/269468</guid><pubDate>Fri, 28 Aug 2026 19:41:15 GMT</pubDate><sc:expert>Brianne Gardner</sc:expert></item><item><title><![CDATA[[BUY] Marvell Technology Group (MRVL-Q)]]></title><description><![CDATA[Down on weak outlook Bought it at $220. Revenue growth from data centres is accelerating, with full year 2027 growth at 60%. From their report, he wanted to see a bigger beat and EPS, perhaps from over-expectations. CXL and connectivity will continue to expand. ]]></description><link>https://stockchase.com/MRVL-Q/opinions/269469</link><guid isPermaLink="false">https://stockchase.com/MRVL-Q/opinions/269469</guid><pubDate>Fri, 28 Aug 2026 20:10:24 GMT</pubDate><sc:expert>Bill Baruch, Founder, Blue Line Capital</sc:expert></item><item><title><![CDATA[[BUY] Newmont Mining (US) (NEM-N)]]></title><description><![CDATA[Is bullish minerals which are a great alternative to bonds. Buy on pullbacks. NEM approached previous highs recently. Also, likes AEM.]]></description><link>https://stockchase.com/NEM-N/opinions/269470</link><guid isPermaLink="false">https://stockchase.com/NEM-N/opinions/269470</guid><pubDate>Fri, 28 Aug 2026 20:10:24 GMT</pubDate><sc:expert>Bill Baruch, Founder, Blue Line Capital</sc:expert></item><item><title><![CDATA[[BUY] NVIDIA Corporation (NVDA-Q)]]></title><description><![CDATA[Terrific earnings report this week. It's his largest holding.]]></description><link>https://stockchase.com/NVDA-Q/opinions/269471</link><guid isPermaLink="false">https://stockchase.com/NVDA-Q/opinions/269471</guid><pubDate>Fri, 28 Aug 2026 20:10:24 GMT</pubDate><sc:expert>Bill Baruch, Founder, Blue Line Capital</sc:expert></item><item><title><![CDATA[[BUY] Cheniere Energy (LNG-N)]]></title><description><![CDATA[A great long-term hold in LNG. Now is a great time to buy it.]]></description><link>https://stockchase.com/LNG-N/opinions/269472</link><guid isPermaLink="false">https://stockchase.com/LNG-N/opinions/269472</guid><pubDate>Fri, 28 Aug 2026 20:13:13 GMT</pubDate><sc:expert>Jim Lebenthal</sc:expert></item><item><title><![CDATA[[BUY] Best Buy Company Inc (BBY-N)]]></title><description><![CDATA[Likes it. The consumer is still buying. This year, the stock has had a great run and is consolidating now.]]></description><link>https://stockchase.com/BBY-N/opinions/269473</link><guid isPermaLink="false">https://stockchase.com/BBY-N/opinions/269473</guid><pubDate>Fri, 28 Aug 2026 20:13:13 GMT</pubDate><sc:expert>Jim Lebenthal</sc:expert></item><item><title><![CDATA[[BUY] NVIDIA Corporation (NVDA-Q)]]></title><description><![CDATA[Is probably trading at 15x forward PE as shares keep getting cheaper and cheaper. He doesn't see the party ending soon. Happy to stick with it.]]></description><link>https://stockchase.com/NVDA-Q/opinions/269474</link><guid isPermaLink="false">https://stockchase.com/NVDA-Q/opinions/269474</guid><pubDate>Fri, 28 Aug 2026 20:15:42 GMT</pubDate><sc:expert>Kevin Simpson</sc:expert></item><item><title><![CDATA[[BUY] CF Industries Holdings Inc. (CF-N)]]></title><description><![CDATA[He added more today. Are a North American producer of nitrogen, which is what Washington wants--reindustralization and returning supply chains to the US. Fundamentals and earnings were amazing as the dividend was raised. Trades at only 9-10x forward PE.]]></description><link>https://stockchase.com/CF-N/opinions/269475</link><guid isPermaLink="false">https://stockchase.com/CF-N/opinions/269475</guid><pubDate>Fri, 28 Aug 2026 20:15:42 GMT</pubDate><sc:expert>Kevin Simpson</sc:expert></item><item><title><![CDATA[[BUY] Medtronic Inc (MDT-N)]]></title><description><![CDATA[Is up 20% the past 3 months. The momentum into next week's earnings is better than usual. As Baby Boomers age, we become potential customers for MDT.]]></description><link>https://stockchase.com/MDT-N/opinions/269476</link><guid isPermaLink="false">https://stockchase.com/MDT-N/opinions/269476</guid><pubDate>Fri, 28 Aug 2026 20:15:42 GMT</pubDate><sc:expert>Kevin Simpson</sc:expert></item><item><title><![CDATA[[BUY] Take-Two Interactive Software (TTWO-Q)]]></title><description><![CDATA[It's releasing the firs Grand Theft Auto in more than a decade; the last sold 225 million copies. This will be the largest launch ever.]]></description><link>https://stockchase.com/TTWO-Q/opinions/269477</link><guid isPermaLink="false">https://stockchase.com/TTWO-Q/opinions/269477</guid><pubDate>Fri, 28 Aug 2026 20:15:42 GMT</pubDate><sc:expert>Kevin Simpson</sc:expert></item><item><title><![CDATA[[BUY] Best Buy Company Inc (BBY-N)]]></title><description><![CDATA[She bought it last March at $65 and added more yesterday. There's endless demand for tech as tech advances. She values the tactile retail experience, wants to touch a laptop or earbuds before she buys them. Lots of cash and a long history of dividends. Their earnings are reliable.]]></description><link>https://stockchase.com/BBY-N/opinions/269478</link><guid isPermaLink="false">https://stockchase.com/BBY-N/opinions/269478</guid><pubDate>Fri, 28 Aug 2026 20:16:59 GMT</pubDate><sc:expert>Jenny Harrington, CEO, Gilman Hill Asset Management</sc:expert></item><item><title><![CDATA[[BUY] Medtronic Inc (MDT-N)]]></title><description><![CDATA[Demographic (aging) tailwinds. Is de-risked, trading at 15x PE, and has a 7% free cash flow yield and should generate 8-9% earnings for the next several years.]]></description><link>https://stockchase.com/MDT-N/opinions/269479</link><guid isPermaLink="false">https://stockchase.com/MDT-N/opinions/269479</guid><pubDate>Fri, 28 Aug 2026 20:16:59 GMT</pubDate><sc:expert>Jenny Harrington, CEO, Gilman Hill Asset Management</sc:expert></item><item><title><![CDATA[[BUY] Pfizer Inc (PFE-N)]]></title><description><![CDATA[Pays a 6% dividend and trades at 9x PE.Pays a 6% dividend and trades at 9x PE.]]></description><link>https://stockchase.com/PFE-N/opinions/269480</link><guid isPermaLink="false">https://stockchase.com/PFE-N/opinions/269480</guid><pubDate>Fri, 28 Aug 2026 20:16:59 GMT</pubDate><sc:expert>Jenny Harrington, CEO, Gilman Hill Asset Management</sc:expert></item></channel></rss>