The Daily Top Stock Picks. Make More Informed Decisions!
Today's stock picks by Richard Fogler and The Weekly Buzzing Stocks by Billy Kawasaki are GME-N, GOOG-Q, AAPL-Q, BN-T, SES-T, AMRZ-N.
One business is transmission -- stable, secure, predictable, about 20% of total. Waste business is the other 80% -- cleaning up in oil & gas segment, stable and recurring.
Trades at 12x PE, in line with the energy services business (except it's a waste management business, which trades at twice the multiple). The outlook on it is slowly transitioning. In the meantime earns 21% on capital, which is higher than typical energy services or waste management. Great management. Yield is 2.43%.
Spinoff of one of the largest cement companies in the world. Now focused on NA. Cement, aggregate, small roofing business that's growing rapidly. Strong competitive local advantage because this stuff is heavy. Very profitable. Ingredients for a big win.
President of the parent left to become president of this spinoff; when it went public, he bought $100M worth of stock. No dividend.
Premium contentFor the last quarter, GameStop reported $732 million in revenue, which marks a significant decrease of 42.90% compared to the previous quarter. This huge dip is concerning as it highlights a slowdown in the company's performance over the short term. Compared to the same quarter last year, the revenue decreased by 16.94%, further pointing to ongoing struggles that need to be addressed (despite being less alarming than the quarter-to-quarter change). Social media mentions are up 15.5% in the past 24h.
Premium contentGoogle's revenue for the last quarter was $96.4 billion. This represents a 6.86% increase compared to the previous quarter, which demonstrates a positive short-term growth. Year-over-year, this is a hike of 13.79%, suggesting solid long-term growth. Social media mentions are up 87.2% in the past 24h.
Premium contentApple EBITDA for the last quarter was $28 billion, which represents a significant decrease of 13.08% compared to the previous quarter. While this is concerning, it is only a slight 0.61% decrease compared to the same quarter last year, which could suggest some stability over a more extended period. Social media mentions are up 23% in the past 24h.
Global leadership in e-commerce. Cloud infrastructure AWS is #1 in the world. Margin expansion of ads helping earnings growth. Capex in AI will assist productivity, increase earnings, and reinforce cloud leadership. Recent earnings and revenue beat expectations. Retail margins are improving.
Paying 33x forward PE for 17% growth. Premium valuation, but there's no other AMZN out there. On the verge of a technical breakout, which should lead to higher prices. No dividend.
1 of 3 major distributors in healthcare. Demographics of the aging population and increased prescriptions provide secular tailwinds. Trades at 16x forward PE for 13% EPS growth, nearly a 1x PEG ratio. Low beta. Consistent earnings growth. Stock's down because they bought Solaris, so a buying opportunity. Yield is 1.35%.
(Analysts’ price target is $180.71)Fits the secular, on-demand theme going on around the world -- "If I want something, I want it as soon as possible." Last-mile delivery has been difficult for companies, but DASH is very good at this. Commands 65% of the US food delivery market, astounding. Expanding quickly into grocery, alcohol, and retail, as well as international markets. Leader in digital convenience.
Strong brand recognition. Expects 2026 revenue to top $16B. Subscriptions provide high-margin opportunities, including advertising. Sees 25+% EPS growth going forward and double-digit revenue expansion. No dividend.
Premium contentCRMD is beginning to see fruit of its antimicrobial catheter lock -- the first and only in the heath space introduced in last year -- that has been clinically proven to reduce infection by over 70% (a BIG cost saver to health plans). It trades at 17x earnings, 4x book and supports a robust 38% ROE. We recommend setting a stop-loss at $9.50, looking to achieve $17.00 -- upside potential of 28%. Yield 0%
(Analysts’ price target is $19.50)Premium contentEVER is an online platform that matches potential insurance clients with providers. It's an ingenious way to participate in a product that is a must, without taking on operational risk of the supplier -- acting as a broker. And the financials speak volumes as the company boosted EPS over 129% over the year and is building cash reserves aggressively. It trades at 19x earnings, 5x book and supports a robust 34% ROE. We recommend setting a stop-loss at $19, looking to achieve $31 -- upside potential of 28%. Yield 0%
(Analysts’ price target is $34.00)Premium contentBBW recently reported quarterly EPS increased 47% (and an all time record for Q2 earnings) as the company has expanded into 32 countries. This is allowing cash reserves to grow once again while shares are bought back. It trades at 14x earnings, 6x book and supports a robust 42% ROE. And besides, with all that's going on, who doesn't need a new teddy bear right now? We recommend setting a stop-loss at $47, looking to achieve $80 -- upside potential of 31%. Yield 1.3%
(Analysts’ price target is $80.00)Head-scratcher as to why it hasn't moved along with TRP and ENB. Perhaps because those 2 names are the biggies where $$ flocks to in the sector. Unparalleled strategic positioning for nat gas and oil infrastructure in Canada. 80% of cashflows are contracted fee-for-service, and this funds the dividend. Good capital appreciation plus dividend growth.
Cloud on new contracted price for Alliance Pipeline was overblown by analysts, impact is minimal going forward. Cedar LNG and other levers for growth. Yield is 5.50%, and growing ~3% a year.
One of only 2 names they own that doesn't have a dividend, so they have to be extra-convicted on the stock price. Its 2 sectors should work in investors' favour over the long run. Flight simulators for pilots amidst a pilot shortage. Defense side has been suffering, but PM Carney has announced significant increase in defense spending.
Secular growth should outpace any short-term weakness in the economy. No dividend.
Had 3 large projects on the go. One is now complete, under budget and early. Other 2 are on time and on budget. Great history on execution, leaving lots of buffers on projects.
As projects near completion dates, projects get de-risked, stock price goes up. Starting to see that now, but still early enough to get in. Once those remaining projects get completed, cashflows should increase 45% by 2027. Yield is 5.42%.
What are the best stocks to buy today?
According to Richard Fogler and The Weekly Buzzing Stocks by Billy Kawasaki, the best stocks to buy today are GME-N, GOOG-Q, AAPL-Q, BN-T, SES-T, AMRZ-N.
Why own this instead of the subsidiaries? Simple. If you add up the value of all the subsidiaries, it's about 20% more than the current stock price. If you then add the value of the real estate they own, you're up to about 35% over current stock price. Likes private equity, and that's its prime business. Well managed + growing business + cheap stock = happy investor.
(Analysts’ price target is $101.31)Expertise in 2 areas involved in data centres -- real estate and electricity generation via BEP.UN. Extremely well positioned for this investment opportunity. Yield is 0.54%.