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Stock Opinions by Shane Obata

COMMENT
Economy is in a strange position - hoping for weaker economic data, so central banks can stop raising interest rates. US Federal Reserve hawkish stance will be tough on macro economy. Thinks there is division within US Fed on interest rate increases. Too early to determine whether economy is at the end of increasing interest rates. Forward curve still projecting high interest rates.
Unknown
TOP PICK
Amazon.com
Still strong proponent of company. Very strong business that has excellent prospects. Hard to see how investors won't make money on business. Current share price presenting good buying opportunity. Still global leader in eCommerce and cloud computing.
specialty stores
TOP PICK
PepsiCo
Current share price is expensive, but prospects are strong for business. Very stable business that is good for defensive investors. Ability to raise prices limited going forward, but has been excellent the past year. Potential for volume growth also very strong. Company focused on snack business as segment continues to grow.
food processing
TOP PICK
One of largest names in global dividend fund. German telecom company. Major shareholder of T-Mobile (gets exposure to 5G network). Great dividend with current share price that is good for investors.
communications / media
PAST TOP PICK
Block Inc
(A Top Pick Nov 10/21, Down 73%) Recent market selloff very hard on tech companies. Has since sold shares. Higher interest rates very hard on tech companies valuation. Not making enough profits.
0
PAST TOP PICK
(A Top Pick Nov 10/21, Down 73%) Has sold majority shares, but has a few shares left. Perhaps largest destruction of capital in history the past year. Share price very undervalued at the current price. Very high asset value in Instagram and various apps. Company still has large user base (billions of users).
Technology
PAST TOP PICK
Airbnb
(A Top Pick Nov 10/21, Down 52%) Has since sold shares. Long term potential for business exists (demand for product is still there). Current share price might be worth looking at. Very strong indications that travel expenditures will go up.
Technology
BUY
Great company that is good at asset management. Good environment for infasturtuce investment. Infrastructure is good for inflationary times. Great operator within the business. Current share price not reflecting NAV of business. Good time to buy shares.
Energy Infrastructure, Industrials & Utilities
HOLD
Walt Disney Co.
Believes company is great and has good prospects. Worried about macro risks affecting company. Recession would be bad for travel and theme park use. Streaming business is strong and will grow.
entertainment services
BUY
AbbVie Inc.
Better investment than Pfizer. Demand in China will grow. Cancer side of business will continue to grow. Aesthetics business will also grow.
0
HOLD
Accenture Ltd.
First thing to get cut in recession is consulting. Demand will continue on cloud computing. Cautious on business given economy.
other services
BUY
Microsoft
Believes company has good long term prospects. Now a good time to buy given market sell off. Once market recovers, will reward shareholders. Great business that is well run.
computer software / processing
BUY on WEAKNESS
AT&T

Higher interest rates will be tough on company (lots of leverage). Company is a bond proxy with stability. Going forward, dividend is strong and balance sheet getting much stronger. Waiting for debt to come down before buying.

Telecommunications
COMMENT
Believes that signs are indicating a slowing inflation number. Interest rate hikes will take time to fully reflect in prices. Hoping that peak inflation is behind consumers. Falling commodity prices are main indicator of slowing inflation.
Unknown
COMMENT
Not seeing any signs of consumer spending slowing down. Watching bank earnings for signs of slowing spending. Strength of US dollar is negatively affecting companies earnings. Mixed earnings for Q2, but is pleased with reaction from the market. Believes still a lot of negative sentiment priced into the markets.
Unknown
Showing 1 to 15 of 276 entries