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Stock Opinions by James McDonald

COMMENT
Is there room to run in the 2nd half of 2021? Any summer sees leisure and travel stocks benefiting, plus we're reopening after Covid-19 so masks are coming off as theme parks are opening up, for example. We'll be hitting the roads, which will revive oil prices and energy stocks. Cryptos had such a huge run, but the price has somewhat stabilized now. They may get a second life and go to the moon in the second half of 2021. We've seen huge tech innovations and investors have become savvier. This isn't your granddad's stock market. We haven't seen a 10% correction since Covid hit. The recession we had saw the fastest recovery in history. Risks are inflation rising again; we could see a surprise--or signal of a--rate hike. There are also cybersecurity risks from abroad. Remember that August is seasonally a slow month. We've seen six months of unemployment gains, which could trigger the Fed to change monetary policy. All this could effect the second half of 2021.
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BUY
Major ransomware attack on meat plants by Russia is the latest of several against the U.S. He likes McAffey. They have a lot of experience in cybersecurity on the consumer side; PCs will need to be protected. Also, mobile phones are at threat and not just national security. He's up 50% YTD on this. Pays a small dividend.
Technology
BUY
This depends on your risk tolerance. Today is rare--the Reddit run-up that doubled shares in a single session. Volatile. But AMC has cleaned up its balance sheet and done very well for its shareholders. Extraordinary.
entertainment services
STRONG BUY
He's shilling pitching this on the show. SKIN's product is a fast, affordable and non-invasive skin treatment that clean and hydrates your skin for everyone--men, women, young and old. Company had 52% revenue compounded growth, pre-Covid and will grow higher post-Covid as people return to work. Q1 margin increased to 66%. EBITDA adjusted was $7 million vs. a $200 million loss last year. This equipment is offered in high-end spas like the Four Seasons. Costs only $200/facial, so anyone can afford it. However, SKIN isn't making money. They're seeing strong growth in Japan. This is a vanity play as we reopen and people want to meet other people. Good CEO who was the head of surgical for Baush.
Consumer Products
BUY
Crypto and gaming are areas that'll continue to grow, so Nvidia is in a sweet spot to take advantage. This will continue to grow. Revenues and market share continue to rise and impress him.
computer software / processing
BUY
It's been on fire during the pandemic and is coming out of it with a good business plan and a growing market.
Technology
BUY
It has a strong cult following and people will continue to buy it post-Covid. It will adapt.
household goods
COMMENT

They're trying to produce the first solid-state lithium battery for EVs. This stock has huge potential as it partners with Tesla.

INDUSTRIAL PRODUCTS
BUY
As investors abandon tech, Tesla is a great opportunity as it bounces of $600 support level. Good for long-term buyers. You can also sell it out of the put here and make money. It's a short-term play. There's modest momentum, but the high volatility is a big opportunity. Modest upside. A cybertruck will be unveiled in the coming quarter, so look for that.
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WEAK BUY
Given their momentum, their future looks very promising. Share are up 25% in the last 3 months, so people took profits today. Disney+ is successful, but makes up only 7% of Disney revenue, while ARPU has been declining. Disney is expanding into content, though. This March price rise will reverse and won't be profitable till 2024. Disney+ is posting great numbers though, and the theme parks will reopen. He's cautious because we're in a toppy market. Cautious short-term, but likes DIS long-term.
entertainment services
COMMENT
Today's 4% rally in tech Bond yields had to decline today after a massive February surge. It's very likely the 10-year treausury yield consolidates around 1.5%. After so much optimism from vaccine news, this is a pause before we go another leg lower. Tech will lose steam as rates creep higher. Be cautious as they approach 1.75%. The second half of the year will be challenging, since the recovery is already baked into stocks.
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