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Bull & Bear’s Investor’s Notebook

Here a few notes, observations and stock recommendations by leading financial experts that came across our editor’s desk at The Bull & Bear Financial Report.

Positive News for Stock Investors – From the mid-term election year bottom to the next year's high, the S&P 500 gained an average of 50% in the 13 mid-term election cycles of 1950 to 1998. The market low came in October four times (1966, 1974, 1990, and 1998), once in September, and once in August, so we could be in for a huge gain from the second-half low to next year's high, no matter what the Fed does – Louis Navellier, Daily Market Notes

The Ultimate Guide to Dividend Stocks – Dividend stocks are a staple of every income investor's portfolio, but don't dismiss them as a retiree's investment only. Dividend stocks have a role to play in any portfolio, no matter the investor's age or financial circumstances. The reason: compounding. Here’s how to find the best dividend stocks.
Read More

Bear Case for Gold Fields – According to RBC, the bear case for Gold Fields is as follows: 1) it is tough for existing and new investors to own the GFI ADR trading in the U.S. and/or the South African listing, creating further forced selling pressure from Yamana shareholders pre/post-deal close, 2) South African headquarters makes it a tough sell to some investors, with potentially less management access, 3) perhaps skeletons in either miners’ portfolios, which is a headwind on both the pro-forma story and standalone GFI story, and 4) the multiple re-ratings due to size may take some time to be realized. That’s the bear case clearly stated. The market will vote with its dollar – Frank Holmes, U.S. Global Investors

The Metaverse: Coming Soon to a Child Near You – Last week, The LEGO Group and Epic Games announced a partnership to build out a kid-friendly metaverse, one that would allow for children (ages 6-14) and families to engage in digital experiences in a safe way…. (Roblox has been accused by short sellers and journalists of widespread pedophilia, child abuse, and illegal gambling.) Epic Games is strongly highlighting that their metaverse will focus on three components: 1) Making children’s safety and well-being a priority; 2) Safeguarding children’s privacy; 3) Equipping children and adults with tools giving them control over their digital experience – David Smith, The Morgan Report.

2 Tech Stocks Worth Considering for Your Smart Portfolio – Tech is the topmost sector in the best-performing portfolios on TipRanks.com, with an allocation of 50.67%. Here are two tech stocks that are included in the best-performing portfolios. The cloud software behemoth Salesforce (CRM) provides software solutions for customer relationship management. Interestingly, 2.7% of the Best Performing Portfolio on TipRanks holds CRM.

Overall, consensus among analysts is a Strong Buy based on 29 Buys versus four Holds. The average Salesforce price target is $241,03.

Fintech giant PayPal Holdings (PYPL) operates as an online payments system in multiple countries that supports online money transfers. It constitutes 4.21% of the Best Performing Portfolio on TipRanks.

Consensus among analysts currently results in a Strong Buy rating, based on 26 Buys, five Holds, and one Sell. The average PayPal price forecast is $127.07.

Also, Corporate Insiders are positive about the stock. According to the TipRanks Insiders page, corporate insiders have bought shares worth $694,100 in the past three months – Priti Ramgarhia, reporter for TipRanks.com.

3 Uranium Stocks to Buy – Haywood Securities analyst Colin Healey is bullish on uranium and uranium miners alike. Mr. Healey, based in Vancouver, has covered mining stocks for Haywood since 2012.

The uranium sector fundamentals are the best we’ve seen since just prior to the Fukushima disaster (in 2011), when the uranium spot price touched US$73 per pound of U3O8. Accordingly, the analyst’s “top picks”, equivalent to “best buys”, among uranium companies are Denison Mines Corp. (TSX: DML; NYSE/Amer: DNN), NexGen Energy Ltd. (TSX: NXE), and Uranium Energy Corp. (NYSE/Amer: UEC) – The Investor’s Digest of Canada.

True Bottom by Late August – I see absolutely nothing that would change my belief that the mid-term elections, now just 21 weeks away, with pollsters beginning to prognosticate beginning in about 4-6 weeks, will begin to pull the market out of this morass. I am guessing (that is what some touts call forecasting; I prefer the more honest term) that by late August, perhaps 8 or 9 weeks away, we will see a true bottom – probably somewhere near the current range. I remain focused on energy at the right price, materials at a fair price, utilities for the current market, and tech for nibbling – Joseph Shaefer, The Investor’s Edge

Canadian LNG Coming Out of Hibernation – We believe the renewed interest in Canadian liquefied natural gas (LNG) facilities is once again shaping up as a major investment opportunity for Canadian energy infrastructure companies. Companies that might participate include AltaGas (ALA), Enbridge (ENB), Fortis (FTS), Keyera (KEY), Pembina Pipeline (PPL), and TC Energy Corp (TRP), where we have identified close to $15B of potential investment opportunity.

We believe ENB, PPL, and TRP (all rated Outperform are on solid inside tracks to win the LNG business given strategic positioning, scale, stakeholder relations, and strong development expertise – Ben Pham, BMO Capital Markets

What Are the Five Major Types of Renewable Energy – Renewable energy is the foundation of the ongoing energy transition. What are the five types of renewable energy, and how they work – Visual Capitalist
View the Infographic

Targeted Solution to Herbicide Overuse – To weed something out is to selectively remove, eliminate or otherwise separate it from a collection or group. Yet, when it comes to commercial agriculture, the process used to eliminate weeds is far from selective. The wide-spread practice of broadcast spraying herbicides is wasteful and harmful to the environment, so a more targeted approach would seem likely to win broad acceptance given the potential benefits in terms of costs and farmland management. At least that’s what Greeneye Technology hopes. The Israeli agricultural-technology company purports that its Greeneye selective spraying system only dispenses herbicide where weeds reside. The system consists of a boom sprayer outfitted with a series of downward-facing camera arms that survey the field just in front of the sprayer. Artificial-intelligence-driven technology discerns between crops and weeds, activating targeted spraying only when weeds are identified. The company says the system also offers a range of diagnostic capabilities. Greeneye introduced the system to the Israeli market in October 2021 and plans to enter the U.S. market in 2022 – Friess Associates

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