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Today's stock picks by The Weekly Buzzing Stocks by Billy Kawasaki and The Panic-Proof Portfolio (Stockchase Research) are ROIV-Q, GPOR-Q, PARR-Q, AMR-N, NVDA-Q, ABBV-N, ESEA-Q, VEON-Q, HY-N.
Nvidia Corporation is an American multinational technology company incorporated in Delaware and based in Santa Clara, California. Social media mentions are up 200% in the past 24h.
$945.455
Unknown
AbbVie Inc. is a pharmaceutical company headquartered in North Chicago, Illinois. It is ranked 6th on the list of largest biomedical companies by revenue. Their primary product is Humira (adalimumab) ($21 billion in 2022 revenues, 37% of total), administered via injection. It is approved to treat autoimmune diseases including rheumatoid arthritis, Crohns disease, plaque psoriasis, and ulcerative colitis. Social media mentions are up 400% in the past 24h.
$163.835
Unknown
ESEA is a Greece based owner and operator of 22 containerships for dry and refrigerated cargoes. The company has just chartered its fifth incremental cleaner fuel ship out or nine planned. It trades at 3x earnings, 1.0x book value and supports a 52% ROE. We like that cash reserves continue to grow, while debt is reduced and shares bought back. It pays a nice dividend, backed by a payout ratio under 20% of cash flow. We recommend setting a stop at $31, looking to achieve $49 -- upside potential of 28%. Yield 5.5%
(Analysts’ price target is $49.50)
This Amsterdam based provider of digital services has over 150 mobile subscribers operating in six countries -- including keeping Ukraine connected despite cyberattacks. It repaid in full its revolving credit facility, while still growing cash reserves. It trades at 6x earnings, under 2x book and supports a 40% ROE. We recommend setting a stop-loss at $20, looking to achieve $38 -- upside potential over 45%. Yield 0%
(Analysts’ price target is $38.00)HY is a Ohio based manufacturer of lift trucks and fork lifts. The company recently reported a record high quarterly operating profit and profit margin. It trades at 9x earnings, 3.2x book and supports a 43% ROE. Its dividend is backed by a payout ratio under 20% of cash flow. We recommend setting a stop-loss at $56, looking to achieve $88 -- upside potential of 18%. Yield 1.7%
(Analysts’ price target is $88.50)A bit obscure. Investment holding company with just under 40 different investments, but the discount retailer Action makes up about 70-80% of its share value. And that one stock is the reason to own, with operations across Europe. Action has a model that's repeatable, 3000 stores, low cost to set up, inventory turnover is quick, benefits of scale. Yield is 1.8%.
Rebounded strongly from lows. Q1 results calmed fears, back into growth mode. Biggest growth area is Medicare, which is for seniors, paid for by government. Moving into a stronger pricing environment for Medicare. Trading at 17x for 15% earnings growth over next 3-4 years. Yield is 1.4%.
Will gain market share over time. It's a scale game. The lower-cost producers will win at the end of the day.
Top income pick, newest holding. Provides mobile and manufactured housing parks in US. Growth through acquisition, improves services and trappings of those acquisitions. Low monthly rental fee, increased a bit every year. Strong balance sheet. Yield is 4%, payout ratio only 40%.
Provides affordable home ownership when real estate is still expensive.
Q1 was a high bar, easily cleared. AWS profitability accelerated, up 17% YOY. Consistent revenue growth from retail and advertising. FCF margins rising. Management confident it can balance profits now and future investments. One of the premier stocks, yet trades at only 32x 2025, growing at 31%. PEG ratio close to 1. Lots more to go. No dividend.
(Analysts’ price target is $219.54)Cheaper PE at 8.5x than peers, decent growth rate of 9%. Nice beat recently with Asia up 21%, EPS up 18%, ROE starting to get higher at 16.7%. Helped by rates being higher for longer. Insurance companies still better than the banks, and fund flows continue. Nice yield of 4.5%, with 8% growth.
Ideally, he'd like to buy lower. But can still buy here and it will work for your portfolio over the next 1-2 years.
There are a lot of risks out there -- presidential elections, wars, hard landings, soft landings, stagflation. This name has very little sensitivity to the macro. No matter what, can return solid returns from organic growth and M&A. 14x PE, growing 18%. Yield is 2.1%.
Core position. If the A thesis doesn't work, there's a B thesis. Not if it will help your portfolio, but when.
As this $9 billion market cap pharma company will join the S&P MidCap 400, we reiterate ROIV as a TOP PICK. Cash reserves are growing and the company trades at 1.5x book. We recommend trailing up the stop (from $7.50) to $9.50, looking to achieve $15 -- upside potential of 33%. Yield 0%
(Analysts’ price target is $15.90)GPOR is actively producing natural gas from the highly prolific Utica and Marcellus basins. Despite lower commodity values, the company is still building cash reserves, allowing it to retire debt and buy back shares. The company is wisely deferring some capital projects at the moment, but still expects to hit productivity targets this year. We recommend setting a stop loss at $125, looking to achieve $195 -- upside potential of 29%. Yield 0%
(Analysts’ price target is $195.33)PARR is responsible for over 180,000 bpd of refined product refining, supplying Hawaii with approximately 80,000 bpd, Montana with over 50,000 bpd, and Wyoming with over 15,000 bpd. As the summer driving season approaches, refining margins will grow. It trades at 7x earnings, 1.3x book value, and supports a 44% ROE. We recommend setting a stop-loss at $21, looking to achieve $41.50 -- upside potential of 45%. Yield 0%
(Analysts’ price target is $41.50)
What are the best stocks to buy today?
According to The Weekly Buzzing Stocks by Billy Kawasaki and The Panic-Proof Portfolio (Stockchase Research), the best stocks to buy today are ROIV-Q, GPOR-Q, PARR-Q, AMR-N, NVDA-Q, ABBV-N, ESEA-Q, VEON-Q, HY-N.
Alpha metallurgical resources (nyse: amr) is a tennessee-based mining company with operations across virginia and west virginia. with customers across the globe, high-quality reserves and significant port capacity, alpha reliably supplies metallurgical products to the steel industry. alpha metallurgical resources is committed to operating safely, efficiently, and responsibly, with customer service second-to-none and an ongoing focus on continuous improvement. Social media mentions are up 300% in the past 24h.