![]() ![]() ![]() The main appeal with this aerospace and casino gaming company, which also owns a small architecture and design firm, is its low valuation compared to peers.īUKS is a bonafide deep-value stock, sporting a price-earnings (P/E) multiple of less than 9. The recent alleviation of macro worries has provided BDN a boost, with shares up 18% in the past month to $4.43, and could continue to do so.īutler National (OTCMKTS: BUKS) is a name I’ve discussed numerous times in past coverage of both the best over-the-counter (OTC) stocks and the best penny stocks. However, he points out that investors could be overestimating how much office demand trends will affect Brandywine’s future performance “when looking at its land bank, which it does own and could use to develop properties that are 36% residential, 27% office, and 21% life science.” ![]() Still, that doesn’t mean you should take a pass on BDN stock.Īs Seeking Alpha commentator Brad Thomas noted in May, there’s a good chance BDN cuts its super-high dividend, which currently gives it a forward yield of 17.2%. They’ve been negatively affected by the work-from-home trend, rising interest rates and other macro challenges. Based on this year’s headlines about the health of the commercial real estate market (or lack thereof), this may seem like a “no-go” situation.Īmong REITs, office REITs appear the most vulnerable. The opinions expressed in this article are those of the writer, subject to the Publishing Guidelines.Brandywine Realty Trust (NYSE: BDN) is a real estate investment trust ( REIT) focused on office buildings and mixed-use properties. On the date of publication, Bret Kenwell held a long position in TTD and PYPL. At some point, the market will like this name (and if it ever regains the all-time high), it will mark a major rally off the low. The stock trades at just 13 times earnings and is forecast to grow earnings by almost 20% this year. Shares fell 12% in a single session after reporting earnings, then slumped almost 22% by the time the selling ended. Then the company reported one quarter that investors didn’t like and they dump the stock - which happened to be a top- and bottom-line beat with a small boost to its full-year earnings outlook but implying a lower margin outlook. That’s as shares hit a new 52-week and multi-year low in late May.ĭespite several above-consensus earnings reports and solid outlooks, investors refused to buy the stock. Until PayPal (NASDAQ: PYPL) starts to get some recognition and at least a little more premium, I have a hard time not pounding the table a bit. Bubbling between $10 and $11, this stock has potential to roar if it gets going. Shares ultimately fell from the all-time high, but the rebound has been quiet so far. However, when times are booming, Snap stock has the potential to explode. When times are tough, other stocks hold up well. I view Snap as the more cyclical version of social media. On the plus side, daily active users (DAUs) grew 15% year over year to 383 million. Ultimately, the stock fell after declining in four out of the five sessions after earnings. Despite beating on earnings, revenue slumped 6.7% year over year and missed analysts’ expectations. Shares plunged 20% after the company reported earnings in late April. On the one hand, many other advertising platforms have seen a return to growth and stability whether that’s Alphabet (NASDAQ: GOOGL, NASDAQ: GOOG), Meta or even the previously-mentioned The Trade Desk. I would classify Snap (NYSE: SNAP) as a high-risk, high-reward stock. Despite the Covid-19 pandemic and the 2022 bear market - both scenarios where The Trade Desk stock was hit hard - the firm continued to churn out strong results.Įven better, it remains profitable and cash flow positive.Ĭonsensus expectations call for more than 20% revenue growth this year and next year, to go alongside 17% earnings growth in 2023 and 20.5% growth in 2024. Specifically, it continues to leverage connected TVs as a huge driver for growth, but works across a broad array of other spectrums as well.Ĭo-founder and CEO Jeff Green has built a fantastic firm and TTD stock has become the epitome of what a good company looks like while volatility remains high. While it’s not the biggest ad firm out there, it’s one of the best at what it does. The Trade Desk operates a demand-side advertising platform. Until The Trade Desk (NASDAQ: TTD) endures a long, steady run to all-time highs, it will be hard not to include this high-quality operator on lists like this. ![]()
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