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Stock Opinions by Guy Adami

COMMENT
Hawkish Fed today and Omicron The Fed is saying about Omicron: damn the torpedoes and full speed ahead. The markets have and should look beyond the variants. It may not be pleasant for the market, but what the Fed is doing is what needs to be done.
Unknown
COMMENT
Six or seven megacap tech names have bolstered the market; they are so dominant. He has no idea why Google was trading so poorly today, but those names continue to sell off like today, so will the entire market. In turn, that could slow down the rate hikes. But the Fed should not let the market dictate the Fed's actions.
Business Services
COMMENT
The U.S. 10-year yield rising? 2% this year is possible. Also, the 2-year yield has quadrupled; there's something wrong with this. These should be the most liquid market around, but they're trading like biotechs. Explain that. The bond market is really volatile, and it's a matter of time before that volatility enters the stock market.
Unknown
BUY
On Dec. 20, 2021, IBM performed well on that brutal day (like today), because people flocked to names with good valuations to hide there. IBM hasn't fixed its business woes, but IBM is attractive.
electrical / electronic
DON'T BUY
The Reddit stocks plunged today Today is a test. The Reditters are bright people who have added a lot to the conversation in trading. But some Redditers believe that if you keep holding, a stock won't go lower. But stocks can and you can get hurt.
specialty stores
COMMENT
Year-end seasonal outlook This market is impervious. The sell-off is likely done and we'll grind higher into Xmas seasonality. The 10-year yield reversed today; this should soothe investors.
Unknown
COMMENT
Megacap tech outlook We will face the megacap tech sell-off, but not til mid-2022. Now, MSFT, Google, Apple, Facebook and Amazon are still fairly valued and so will continue to grind higher.
Unknown
BUY
Market outlook for the rest of 2021 Zoom may have capitualated today as sellers are exhausted. Maybe it's time to look at them, as well as Lyft and Twitter. Lyft is a much better company than Uber. Also, resources stocks had a huge run, then sold off, well Alcoa can rally into year's end.
0
BUY on WEAKNESS
Airbnb put up a great quarter a few weeks ago. The stock rallied and ran into a huge double-top at $215. If you see it $165-170, but it with both hands. When things reopen in earnest, this will rally much higher.
Technology
BUY
The stock has sold off. It boasts 30% EPS growth which justifies their valuation. Their digital model is best in breed. They announced they'll reduce their emissions 50% by 2030, which is a selling point. He likes it.
food services
DON'T BUY
Pass. It had a huge run. It will trade down to $138 before it rises to new all-time highs.
food services
BUY
It hit an all-time high today and will continue to grind higher. Bears have avoided it for its high valuation, but they were wrong.
food services
BUY
Was just upgraded with a new price target He has been bullish this for a long time. A great turnaround story of the last 25 years. We'll see that new price target happen this fall. He's a firm believer.
food services
BUY
Ridiculous. Operating margins came in at 20.6% vs. the street's 15.9%, up from 13.6% a year ago. Growth is off the charts, and inventories are in line to suggest that margins will be even better next quarter. The only knock on them is their valuation, which he feels is unwarranted. Sure, this could trade at $475, the new price target.
household goods
COMMENT
UA is getting dragged up by Lululemon's stellar quarterly results.
Consumer Products
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