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Stock Opinions by David Fingold

COMMENT
There is market volatility now but he is optimistic. As an optimist he has never known a rich pessimist. The interest rate and credit markets are telling us that the probability of a recession in the next 12 months is low. He does go to cyclical stocks but only when there is a positive yield and it makes sense. There are two causes of the end of a cyclical run: recession and an industry that over-invests thereby creating an over supply.
Unknown
COMMENT
He likes energy now since the backdrop for a cycle in energy looks good. There has not been over-investment, i.e. lack of investment, so therefore no over-supply. This is good for the sector.
Unknown
COMMENT
5G testing instruments. He has bought aggressively in the past but doesn't own now. The company has had a great five year run and he still likes the management and products. However he feels there are better opportunities in the semi-conductor space such as KLA, LAM, Tokyo Electron. He referred both to testing and research in his comments.
0
COMMENT
He was negative on this 5 years ago but now likes it and owns some for the long term. Insulin prices have normalized and it has a good weight loss drug. When asked to compare to Lilly he prefers NVO although Lilly is good too. The only concern is that this is a defensive growth stock and some might sell to buy cyclicals.
biotechnology / pharmaceutical
COMMENT
Fine company that was spun out of Pfizer for the companion animal field. He bought it as an IPO but doesn't own now. It is a defensive growth stock and as mentioned before, this could become a source of cash for some investors who want to buy cyclicals. Therefore be careful about entry points. The fundamentals have not changed and the companion animal area is growing quickly. He is also bullish on agriculture.
Consumer Products
BUY
Likes it. It is the largest company in the world and can still make money. There was a time when very large companies did well and outperformed the market and this can still happen even though there is some investor sentiment that doubts the ability of very large companies to still be considered growth companies. Apple has an attractive valuation and there are still lots of opportunities to sell hardware. It is also adding more and more services and bundling them. It is a growing part of everyday lives and has increased relevance every day.
electrical / electronic
COMMENT
He worries about the possible long tern challenges. Apple is going to develop its own communication chips which would affect Qualcomm. . Would prefer TSM.
Telecommunications
BUY
Has been a fantastic company. It is a semi-conductor company that has been run like a business right from the beginning. Many other semi's are adopting its business model. Buy on weakness and hold. If looking for more leverage consider LAM and KLA which are the 'picks and shovels' of the gold rush in this sector.
electrical / electronic
COMMENT
An advisor could help the caller decide whether to hold or sell some. He doesn't own either The devices made by Abbott show promise for the stock so there is upside. The pharmaceutical side is not of particular interest. These are relatively defensive stocks but market could gravitate to cyclicals.
0
COMMENT
An advisor could help the caller decide whether to hold or sell some. He doesn't own either The devices made by Abbott show promise for the stock so there is upside. The pharmaceutical side is not of particular interest. These are relatively defensive stocks but market could gravitate to cyclicals.
biotechnology / pharmaceutical
PAST TOP PICK
(A Top Pick Jan 14/21, Up 35%) It is a chemical company making additives, adhesives, etc. Still likes it and is long term holder. It has a deal to merge with former BASF construction. Strong pricing power helps clients make more money.
INDUSTRIAL PRODUCTS
PAST TOP PICK
(A Top Pick Jan 14/21, Up 8%) Disappointed in how it has traded and has sold. Experts in machine vision to help robots see. Doesn't see catalyst now but long term is an amazing company.
Technology
PAST TOP PICK
(A Top Pick Jan 14/21, Up 13%) It is the largest producer of semi-conductors in the world - about 50% of market. First to all leading edge nodes. A key company in solving the shortage of semi-conductor wafers. Recent excellent results and investments in their business. All roads lead to this company. Still holds and would buy.
electrical / electronic
COMMENT
Has not owned in this cycle. Tends to do well at the beginning of a recession and drops quickly at its peak with volatility along the way. Consider it a trading stock. Toyota is a higher quality OEM. More growth with suppliers of components and specialty materials in the business: Sika, Texas Instruments,TSM , LAM. Semi-conductors are the fastest growing space in the auto sector.
Automotive
COMMENT
Question about American bank stocks. Be selective and don't buy the ETF. He owned Wells Fargo before before but he switched to JPM. There has been negative news. The stock is now looking better and with the positive changes being made it could grow back. Looks undervalued.
banks
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