Rating Card

premium

Unlock Expert's Rating and Top Picks Portfolio

Curated by Michael O'Reilly since 2020
1550+ opinions with 4.81 rating (one of the best performing expert)


Stock Opinions by Dan Nathan

BUY
As a 5-year hold Current growth estimates are 12% and 13% sales growth and 68% gross margins. 10% of their market cap is cash. There's a gap between between expectations between now and 2023. The price target is $143 based on 48 buys and three holds and no sells. Sentiment hasn't changed yet. Buy it in the $80s and hold for 5 years.
Business Services

Unlock the latest expert's opinion. Its free

Create a FREE account to see the latest opinions & get alerts about when to buy, sell or hold stocks

Unlock the latest opinion & get signals
BUY on WEAKNESS
Unveiled a budget iPhone and other devices today and yet shares slipped 1% They're supposed to have a 43% gross margin, the highest in a decade. Don't expect a $250 price target, but let if fall another 10% to $140 before stepping in. Apple is supposed to have the same earnings growth as the S&P this year. Apple bought $20 billion in shares last quarter and will continue to. Buy at $140.
electrical / electronic
COMMENT
Inflation and soaring gas prices effecting consumer spending Consumer spending is still robust and can withstand an oil shock for a while. He's more concerned with McDonald's shutting down in Russia and halting nearly 10% of their sales. The hike in oil prices will be temporary, because it is a big political issue; that price will decline.
food services
BUY
The Russian invasion has suddenly made energy security a priority. Where to invest in energy--renewable, nuclear? Was $282 at Thanksgiving, then cut in half and has bounced. ENP is a name you can look at. It's the biggest holding in the TAN ETF.
Energy
BUY on WEAKNESS
No one is worried about megacap tech stocks and that's a worry. Snap, Twitter and Pinterest, also Lyft have slid around 25% from their highs, and these are buying opportunities in the coming months.
0
BUY on WEAKNESS
No one is worried about megacap tech stocks and that's a worry. Snap, Twitter and Pinterest, also Lyft have slid around 25% from their highs, and these are buying opportunities in the coming months.
0
BUY on WEAKNESS
No one is worried about megacap tech stocks and that's a worry. Snap, Twitter and Pinterest, also Lyft have slid around 25% from their highs, and these are buying opportunities in the coming months.
Technology
BUY on WEAKNESS
No one is worried about megacap tech stocks and that's a worry. Snap, Twitter and Pinterest, also Lyft have slid around 25% from their highs, and these are buying opportunities in the coming months.
0
COMMENT
Megacap tech names in 2022 There will a lot more Fed in 2022 by tapering and raising interest rates. In early-2022, investors will have to re-price a lot of high-valuation growth that isn't profitable, and eventually they'll get to the megacap names. Look at Q1 this year and what reversed? Answer: megacap tech and the Nasdaq reversed a lot of those early-2021 gains, though has since gone up a lot since. Most troubling is that Microsoft, Apple and Tesla have made huge gains this year and in just recent months--it isn't sustainable as growth stocks are re-priced. These are expensive stocks in terms of PE.
Unknown
BUY
A $100,000 call on Bitcoin is interesting. He gets why people buy into huge 25% dips, but he considers Ethereum more interesting and predicts this will double before Bitcoin does.
Cryptocurrencies
BUY
There have been crazy moves in the market lately. Best Buy rose 35% over two months, then surrendered half those gains instantly. There's a lot of oddness in the market but it will fade once we get over these supply chain bottlenecks, and those stocks will reverse course.
specialty stores
DON'T BUY
No catalyst to rise. Not exciting. It's supposed to grow earnings and sales around 5% in 2022, and trades at 24x and pays a 2% dividend. A good chart for a break-out, but he still doesn't care for ir.
food processing
COMMENT
September outlook The trend has definitely been a friend. There were 12 all-time highs in the S&P in August. He doesn't see much upside heading into September. There's crowding into just a handful of names, making up 45% of the Nasdaq 100, so there's little breadth in the market. That's a concern.
Unknown
COMMENT
Ethereum It's outpacing Bitcoin, currently 45% of the market cap of Bitcoin and their values are now greater than Bitcoin. We're seeing a lot of asset that people want to own in cryptos that are other than Bitcoin, and that likely includes Ethereum.
Unknown
BUY on WEAKNESS
Their down day really stuck out, based on insider selling, just days after NXP announced $2 billion more in share buybacks. But it trades below peers' PE, and they should do double-digit EPS growth next year and high-single-digit sales growth. Buy on pullback and go long.
INDUSTRIAL PRODUCTS
Showing 1 to 15 of 23 entries