FISERV: Hold for Current Owners and Cautious Entry for New Buyers
"So if you owned Fiserf I would not be a seller at this price. I think it would be crazy to be selling the stock because the company again is buying back and is taking advantage of those prices. So I personally would not be a seller. But let's say I was trying to enter Fiserf I would personally uh give the same kind of uh recommendation I did with Evolution Gaming where I told you guys I would wait for two positive or consecutive let's say earnings per share growth or two positive margin expansion or something of two consecutive quarters of a positive trend. Maybe you will not catch the bottom. Maybe Fiserve will be let's say at 90 or $95 in six months or something and you will not catch the bottom but at least you would be riding the right trend. Now you are riding the wrong trend and maybe next quarter will be worse and they're going to lower guidance again and maybe there's a structural issue with the company that we don't know about yet."
The speaker advises current holders of FISERV to retain their positions given the company's share buyback and favorable free cash flow outlook, while cautioning new buyers to wait for two consecutive quarters of improved earnings or margin expansion before entering, suggesting that the current price may be undervalued but is subject to near-term uncertainties related to inflation adjustments in Argentina.
Glencore Stock Commentary: Global Optimism Lifts Mining Stocks
"Yeah, so Glen Core and other big mining companies were up this morning after copper advanced towards an all-time high. Uh which was because of that hope that the US and China are making good progress on a deal. So, uh, US and Chinese trade negotiators wrapped up the talks on Sunday that appears to be teeing up a deal for Trump and Xi Jinping to be finalizing later this week with the threat of 100% tariffs from Trump definitely off the table. Um, copper's actually been pretty strong throughout this year, but that has been mostly due to a series of mine disruptions in countries that produce a lot of copper and also the decline of the dollar, which made commodities priced in dollars much more attractive. But this particular rise that we saw today rests really on this broader optimism that global economic growth will be stronger if China and the US find this common ground. So that is really driving those mining stocks higher this morning."
The commentary highlights Glencore and similar mining stocks benefiting from strong copper prices driven by improved US-China trade negotiations, mine disruptions, and a weaker dollar, all feeding into a broader global economic optimism.
Fever Tree Upgraded from Hold to Buy with Target Price Hike
"Yes, this is from Jeff. Um Jeffre has upgraded Fever Tree from a hold to a buy and hiked their target price, calling them uh a more refreshing growth story. They're predicting better margins, higher cash returns going forward. Saying that they were really focusing on the recent deal between Fever Tree and Coors in the US and saying that this will deliver bigger scale and capability in the US. It will derisk the supply chain. Um, and they also noted that Fever Tree's marketing spend is set to double. That will boost their awareness. So, that's pushing shares higher this morning."
Jeff has upgraded Fever Tree from hold to buy by raising the target price and emphasizing its growth potential. The analyst highlights catalysts such as a strategic deal with Coors, expected better margins, and a doubling of marketing spend which are all anticipated to improve scale, derisk the supply chain, and elevate share performance.