These 34 Trending Stocks Make Products You Use Everyday

Initiate a call option for a strike date of April 2020 at a strike price around $340? Likes Shopify. You will pay a lot for the option because the premiums are high, in the top 25%. Shopify has had a good run, though come off recently. Go ahead and do it. It's a speculative move.

Payment processors are a long-term hold. Have become the market darlings. Rolled over in September with the rest. Tremendously overbought. A mean reversion to the 200-day moving average would be a better time to pick it up, probably over the next few weeks. September to February is the optimal time to hold.

An amazing company and who is cutting their subscriptions? No one he knews. If you buy this, then you assume they will continue to raise rates and slow spending. He doesn't know that for sure and so he owns Disney instead.

The stock is trading at 33 times earnings with a 0.6% dividend yield. It's tripled over the last 5 years. Blockchain technology might be more interesting. He wouldn't buy now and would take some profits or hold.

He would avoid FB, selling out a year ago. Just too many accusations about management integrity. Multiples have come down, but he would still avoid it. Elizabeth Warren is gunning against Zuckerberg -- not good.

Sell Google, and buy IBM? Yes, Google has been languishing, but IBM has languished more. Also, Google has a better moat than IBM. Google is well-entrenched in the internet more than IBM. Instead, consider Amazon or especially Microsoft, or just hold onto Google.

He sold because much of revenue comes from iPhone. Risk management concern. Issues in China. Smartphone growth slowing. Not the Apple of 5 years ago. Has done well, pulled away from the rest of the FANGs.

(A Top Pick Feb 13/19, Up 37%) He still likes it. Businesses will continue to move to the cloud which adds a lot of value to those companies.

In the gaming space, there are 3 players including this one. Lots of trend hype going into last fall, got caught in the market swoon, and it traded down and hasn't recovered. He'd hold, not sell, but he wouldn't add to it. Let markets digest the hype from last fall.

Uber is the well-known transportation company. It has been beaten by Lyft in the race to go public. After IPO, the company could be valued at up to $83.85 billion.

Came out at $72 and shot up to low 80s, and now at 69. Valuation looks reasonable based on sales multiples. Biggest problem for these "unicorns" is they also have losses of billions of dollars. He's skeptical, though not skeptical enough to short it. Worth watching to see how the whole story unfolds.

Buy Visa or Mastercard instead--their scale is crucial. Or even PayPal which is riskier.

(A Top Pick Jun 26/18, Down 5%) Still loves this despite pressure on chips due to the China-US trade war. $83.07 is his model price, 77% higher than current prices. Intel isn't as cyclical as its peers. You may need to wait for the next cycle in semis though.

They were just punished following a lowering of guidance. He sees other competitors being better positioned right now and are cheaper on a price-earnings basis.

When the Chinese market got cracked when all the Asian markets got cracked, he thought they put these on fire sale. As a parallel, it is an FB-Q type of situation. They sell apps, music and a pay-app. They have games. It went from the 50s to the 30. It is a unique situation. They…

(A Top Pick May 29/19, Up 15%) He still likes it, but it's getting pricey so he may lighten up on it. Definitely want to own this going into a recession, more so than say Canadian Tire.

The shut down of Toys-R-Us created some disruption in this business. Paw Patrol still seems to be the big toy. This is a solid name and very well run. They have diversified their offering. Patience will be required in the short term.

QSR isn't as overpriced as McDonald's, but he doesn't like QSR's weakening balance sheet.

A higher growth story, but the whole group is at a valuation premium. Although the company is doing well today, if the growth model and valuations don’t come through, you are paying a lot today for what the company looks like a few years from now. That always makes her nervous in protecting capital.

(A Top Pick Nov 02/18, Up 5%) He still likes it and would buy it. It's THE growth company. A must-own. They continue to dominate the cloud business.

It's innovative and has built a coffee culture in places around the world. Wait for a pullback and hold it long-term.

They have great content and will be streaming in November at an attractive $6.99/monthly. Their movies and parks still do well. Streaming offers a new growth platform. Trades at a good multiple. (Analysts’ price target is $154.96)

(A Top Pick Nov 29/16. Up 10%.) Sold this a while ago. He was starting to get very uncomfortable with the retail environment. Their shoes continue to do very, very well.

He shifted from cyclicals to defensives in Q4 2018 and he bought Walmart, which has done very well for him. They have pricing power and strong earnings. They have a phenomenal online platform that competes with Amazon--easy and seamless. They will be stable in volatile markets.

10.625% Bonds due July 15/15. One of the largest heavy discount US retailers. No sales over $10. Because of the recession, same-store sales have been fantastic and growing about 8%-10%.

A great buying company. 56 countries. Should track upwards.

(Not listed on exchanges.) Nintendo. Very interested in this name. The comeback story of the year. People thought it would be driven out of the gaming business but the Wii has been a tremendous successful platform. Hasn't done an evaluation of it but will be looking at it.

The PFE-N non-patent drugs will be dilutive for earnings in the short term. She prefers either JNJ-N or ABT-N

It's a machine that makes acquisitions which generate revenues worldwide. However, they lack growth and a presence in oncology though they recenly made an aquisition that can help growth. Expect modest growth, but limited downside too if a clinical trial fails. Good dividend and balance sheet. Good to hol.

He started buying in December and thinks the market has beaten the stock up over the Trump Administration move to curb pharmaceutical pricing. He thinks the market is underestimating sales growth. The sector is in a secular bull market. Yield 3.1%. (Analysts’ price target is $69.16)

This is a recent acquisition. The backlog of orders for Boeing and Airbus is tremendous. He thinks China will favor Airbus over Boeing in future orders. He thinks the Bombardier acquisition gives them an advantage over Boeing across the fleet. They are also setting up a new maintenance service, which might take over work currently…

Jet liner companies are down on the two jetliners crashing. BA-N is admitting their software was malfunctioning. The stock was charging ahead on big backlog and demand. He has Airbus and it has done fine. There will be some switching. He prefers Airbus.

(A Top Pick Aug 09/19, Down 10%) They had an earnings call where they missed guidance and dropped their expectations. Asia-Pac economic slowing was to blame. However, there is only a handful of global shipping companies and this is on sale right now -- a rare opportunity.

He has viewed this a good indicator of the economy – especially consumer goods. Amazon has decided UPS could not meet peak delivery demand and has decided to invest in their own distribution network. They will still survive.