Kevin O'Leary
Chairman at O'Leary Funds
Member since: Apr '03 · 218 Opinions
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Stock Opinions by Kevin O'Leary
BUY
Ford: It's a supply chain problem. If the problem was solved, shares would hit $20, not $12 now. GM is a play on EV's. They've spent a lot on EV's but don't get credit for it. But there's a lot less volatility with GM than Tesla in the EV space. GM is hiring a ton of young, smart engineers and pouring a lot of capex. Over time, they will be a big player in EV's, which will be affordable.
Automotive
BUY
Ford: It's a supply chain problem. If the problem was solved, shares would hit $20, not $12 now. GM is a play on EV's. They've spent a lot on EV's but don't get credit for it. But there's a lot less volatility with GM than Tesla in the EV space. GM is hiring a ton of young, smart engineers and pouring a lot of capex. Over time, they will be a big player in EV's, which will be affordable.
Automotive
BUY ON WEAKNESS
He sold it over the summer and didn't get back in, because he expected shares to come back down to $35. It's one of the worst-run social media companies. He doesn't know why Elon Musk didn't negotiate for lower, but accepted the higher price. He hopes Musk cleans house--it's a horrible company. He sold it earlier and missed an opportunity.
DON'T BUY
Trading at 23x PE and he thinks it will fall to 21x, even 18x. Apple is no longer a tech stock, but ALSO a consumer electronics stock. This is a problem, because CE margins eventually will get compressed. Tech itself remains a growth story, but the PEs are too high. So, he prefers companies with less growth, but more cash flow.
electrical
electronic
COMMENT
There's been a good 50% retracement from this year's (June) lows. Earnings drive the market and the recent earnings season wasn't too bad. Was good. Question is, when is this slowdown coming? He doesn't see it yet. So, where do investors go? Bonds pay little. Only high-quality stocks offer a decent return.
COMMENT
Morgan Stanley just cut their price target It's very painful to hold this. The market is undecided about Zuckerberg's move into the metaverse. You have to believe in his vision to hold this. That's one reason to own it. If you are giant brand like Nike that will advertise in the metaverse, you need to do it in a curated platform so you can control the message. If you don't like that vision, don't own Meta. That said, Meta remains the ad platform for small business. This stock has been slaughtered in share price and weighting. Meta has to prove to him--to show him.
Technology
