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Guy Adami
Director at Private Advisor Group
Member since: Mar '21 · 108 Opinions
Rating
Big Win
Win
Neutral
Loss
Big Loss
Stock Opinions by Guy Adami
BUY
$12.930
Unknown
DON'T BUY
Had a strong beat today
computer software
The stock is trading back at levels not seen since summer 2018, but a year ago was over $500 ($70 today). Is now at lows of 2020. The bst days for Roku are behind them, and after the sell-off in recent years, Roku remains an expensive stock.
HOLD
They'll likely change their CEO, but that signifies nothing. Their last quarter wasn't good and they admitted they made mistakes, but he'd remain long on GS.
WEAK BUY
If oil can sustain current levels, oil socks should be okay for 2023. In recent months, oil stocks like Exxon have held in there, recently touching new highs.
E.T.F.'s
COMMENT
Washington bans Tik Tok, but Meta shares still decline 1% today Do you believe in the vision of this company 5-10 years from now? He expected a TikTok ban to boost Meta shares by 20% in a day or two.
Technology
BUY
Apple vs. Tesla in 2023 Apple is now trading reasonably at a market PE of 18x 2023PE. At least, there's light at the end of the tunnel, given its innovative history. Tesla has been a shorting stocks recently. He chooses Apple by a landslide.
electrical / electronic
DON'T BUY
Apple vs. Tesla in 2023 Apple is now trading reasonably at a market PE of 18x 2023PE. At least, there's light at the end of the tunnel, given its innovative history. Tesla has been a shorting stocks recently. He chooses Apple by a landslide.
Consumer Products
DON'T BUY
Lululemon stated that an 84% increase in inventory year-over-year was planned, but he doesn't believe that. The stock is paying forward now, because valuations matter and margins contract.
household goods
BUY ON WEAKNESS
Well off its all-time high, Costco has quietly fallen to 27x PE 2023, which makes it now reasonable. Trade Costco at $425-430.
department stores
BUY
Amazon is at a three-year low. But it has seen some amazing rallies in the recent past. They report earnings in a few weeks. Shares are so bad that they're good.
specialty stores
BUY
Share have given up a lot since its Horizon Therapeutics deal, making it an opportunity.
biotechnology / pharmaceutical
COMMENT
Indicators point to an end to this bear market coming, that it will burn itself out. Until then, there remains more downside. He predicts the S&P to fall to 3,400. Of the sectors to buy, healthcare isn't immune to a market sell-off but will outperform.
Unknown
COMMENT
Its stock moves have been dramatic. It's an extraordinarily important company. The valuation isn't there yet, but it's getting a lot closer. As painful as its decline has been, it is a necessary evil.
computer software / processing
BUY
As a 5-year hold Gandhi could be president and defence spending will still go higher. Trades at 14x PE 2023 and a 24% growth rate.
Transportation
COMMENT
He read hawkish tones in last week's Fed announcement, not dovish. Even if the next CPI comes down, it's still historically higher. The market will go lower. The effects of the Fed hikes won't be felt for some time, many months.
Unknown
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$13 today but also in 1997, so shares have gone up and down. That's 25 years of nowhere at at time when carmakers see the best decade in a while. Maybe they got complacent, being an old company. That said, they can capture EV market share from Tesla, so this is probably Ford's last weak quarter in a while.