Today's stock picks by Mike Philbrick and The Weekly Buzzing Stocks by Billy Kawasaki are QQQ-Q, KO-N, L-N, ZEO-T, SLV-N, U.UN-T.
Under weighted on S&P 500. Commodity demand with electrification. Acts as a hedge on inflation. Geopolitical pressures also increase value of silver (hard assets). Upside for patient investors.
Exchange traded product, but can trade away from NAV. Largest physical Uranium investment fund. A.I. and tech will require a lot of energy. Traditional energy sources not able to provide enough energy supply. Nuclear technology getting better - will be source of energy going forward.
A contrarian idea, which is how you make outsized returns. Has assembled a nice portfolio of brands over time. Nice job steering customers away from online competition by focusing on bulkier items. Price down due to recession fears. A reversion-to-the-mean play, aiming for 60% return back to all-time high of $215, plus impressive dividend. Yield is 5.2%.
Consumer pullback in spending during a recession is not a risk unique to CTC.A. All retailers face this. Very good profitability, strong balance sheet, trades at 12x earnings.
Another contrarian pick. Has a place in a diversified equity portfolio. Strong brand, blue chip. Conservative investment. Long-life, high-quality assets. Very attractive multiple is at 10-year low, cheaper than stock market and of higher quality. Yield is close to 9%.
Higher rates have pressured the share price of this interest-sensitive stock. High yield competes with higher bond returns. Increased competition has impacted share price. Regulatory environment has been challenging, with calls to share its network.
Global leader. Very well diversified geographically. Most revenue comes from fuel; the rest comes from snacks, lottery tickets, and merchandise. Serial acquirers, most recently from Total. Strong fundamentals, good profitability, attractive multiple. Yield is 0.9%.
(Analysts’ price target is $86.29)IPO at beginning of March. Priced at $32, opened at $58, shot up into the $80s, dropped into $60s with the general pullback. Still a bargain. Data-centric. Lets software companies connect quickly with the cloud, other software, and other networks. 12-month price target of $86, but can be sure that will be raised as it approaches. No dividend.
Put 3-5% of your portfolio in this, be well rewarded.
The first to gear semiconductor solutions toward optical cables. Known for system-on-a-chip architecture. Processing power right on the edge in a device. 12-month price target of $75. Yield is 0.36%.
(Analysts’ price target is $88.56)Massive company. 12-month price target of $1573. 3/4 revenue from semiconductors, 1/4 from infrastructure software. So very diversified. Yield is 1.7%.
(Analysts’ price target is $1516.67)According to Mike Philbrick and The Weekly Buzzing Stocks by Billy Kawasaki, the best stocks to buy today are QQQ-Q, KO-N, L-N, ZEO-T, SLV-N, U.UN-T.
Excellent exposure to energy sector. Equal weight across the energy sector. Yield ~4.2% with a low management expense ratio. Energy cycle favorable to investors. 4% energy sector weighting on S&P 500 (traditionally higher) indicating room for further gains in sector as a whole.