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Ashley Misquitta, CFA
Senior Portfolio Manager at Empire Life
Member since: Apr '18 · 62 Opinions
Rating Card
| All | 
Rating
| 
Big Win
| 
Win
| 
Neutral
| 
Loss
| 
Big Loss
|  |
|---|---|---|---|---|---|---|---|
| 0 | 18 40.00% | 11 24.44% | 4 8.89% | 6 13.33% | 6 13.33% | ||
| 1 Month | 0 | 1 11.11% | 2 22.22% | 3 33.33% | 3 33.33% | 0 0.00% | |
| 6 Months | 0 | 3 33.33% | 3 33.33% | 0 0.00% | 1 11.11% | 2 22.22% | |
| 12 Months | 0 | 3 33.33% | 4 44.44% | 1 11.11% | 0 0.00% | 1 11.11% | |
| 2 Years | 0 | 5 55.56% | 2 22.22% | 0 0.00% | 0 0.00% | 2 22.22% | |
| 5 Years | 0 | 6 66.67% | 0 0.00% | 0 0.00% | 2 22.22% | 1 11.11% |
Stock Opinions by Ashley Misquitta, CFA
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GD vs. Raytheon Both are fine businesses. He owns both. GD has the business jet as well as their marine business (submarines for the US Navy); barrier to entry is strong. GD also has an IT division, a decent business. Raytheon makes missiles and well-positioned to sell to US allies; they also do electronic warfare.
IBM should be killing it now--huge--considering macro tech trends like machine-learning, but IBM doesn't, can't, make it happen. They were a hardware business then acquired software businesses which increased their profits. After that, they bought back shares, which is a good idea in general, but IBM should not have. Rather, they should have reinvested to innovate. He doesn't know if their Red Hat deal will work out.
GD vs. Raytheon Both are fine businesses. He owns both. GD has the business jet as well as their marine business (submarines for the US Navy); barrier to entry is strong. GD also has an IT division, a decent business. Raytheon makes missiles and well-positioned to sell to US allies; they also do electronic warfare.
(A Top Pick Oct 22/18, Up 21%) Well-positioned as a leader in self-driving cars. They have a deal with Lyft to provide such rides. Generate a lot of cash which they return to shareholders. Well-managed.
(A Top Pick Oct 22/18, Up 25%) The Bristol acquisition was perfect. CELG boasts strong competitive barriers to their products and their product pipeline will pleasantly surprise the market. He's not worried about the US election and the negative effect on US healthcare; in fact, he loves buying stocks when others fear or hate them.
Buy during negative sentiment? Moodys just upgraded FedEx. Global trade is under pressure, so that's a headwind. Also, Amazon could very well build their own delivery network for certain parts of their operation. They manage to build AWS, in comparison. So, Amazon is a greater worry to FedEx. So, he's cautious about FedEx.
