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Stock Opinions by Karen Finerman

COMMENT
It's too pricey for her, but their execution (digital strategy, pivoted during the pandemic) is perfect. They've done a phenomenal job. Good for them.
food services
COMMENT
Is down 8% after hours after posting earnings after today's closing bell. There are very few companies this like. Today's conference call (only 6 minutes) has nothing to do with fundamentals or earnings. Shareholders weren't up in arms with the short call. It's crazy.
specialty stores
BUY
Fine operating margin growth. Their brand is strong. As revenues soared, they leveraged their expenses which resulted in wide operating margins. They had supply constraints, so their quarter would have been even better. They will hit their 2023 goals in 2022, they said. Amazing. It is and should be at an all-time highs. Sadly, she no longer owns this. Bummer.
household goods
WATCH
They just announced a strong beat. They announced a strategy shift where they will introduce new product lines, not just contemporary, like RH Yachts and RH Jets. This seems broad to her. She's skeptical when companies go into different lines and for RH, these new lines are a little outside their core competency. However, they have been executing on so many fronts, so she's impressed with the managers. Maybe they're spreading themselves too thin. Certainly, this is worth watching.
Consumer Products
BUY
Was impressed by their e-trade acquisition, and likes MS's overall transformation.
investment companies / funds
BUY
Apple today introduced having your state ID to your smartphone She wouldn't use this feature, but likes Apple, which has a long runway ahead driven by the 5G rollout, though the stock if pricey.
electrical / electronic
BUY

Many reasons to like this including booster shots which will help shares (though Moderna will benefit more). This has pulled back a but, she likes it here. Has value.

biotechnology / pharmaceutical
COMMENT
Today's employment numbers showed August gains much lower than expected. Delta has had a bigger impact than we expect. As Covid declines, we will see job growth, then the Fed will taper. This won't be all terrible, but it will be a giant rotation of coming into value and out of growth stocks--and it will be an aggressive move.
Unknown
BUY
It's too powerful to suffer the headlines. She's long Facebook and still believes in it. Overall, we're closer to the end of this dramatic shift from TV ad revenues to digital.
0
BUY
Production delays due to ongoing shortage of semiconductors Probably this is a delay in car consumption, in gratification. Turning to the used car market is fraught, because those cars are aging. The Ford Lyriq in early 2022 will be important to Ford.
Automotive
DON'T BUY
Her puts expired Aug. 15. She won't go back in. She's out.
0
COMMENT
After a strong August, what's your September outlook? She's long. If there's a correction, which won't shock her, she will ride it out, then look for things to buy. She won't trade around it.
Unknown
WEAK BUY
She owns some OIH, not much and not much oil exposure overall. Collectively, the oil sector is in better shape these days.
E.T.F.'s
DON'T BUY

She didn't love the business because it's more wholesale than direct to consumer, but that is starting to rise among their overall revenues. She was impressed by the gross margin. Since Macy's is their biggest customer that PVH stock didn't trade up on the heels of Macy's good earnings. Pass, because it's jumped too fast, but the company gave excellent execution with the report.

0
COMMENT
Crypto outlook She is exposed to Bitcoin. It's a small bet, because there could be tremendous downside. She's keeping her fingers crossed.
Unknown
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