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Stephen Weiss, Founder, Short Hills Capital Partners
Founder and managing partner at Short Hills Capital Partners
Member since: Sep '21 · 225 Opinions
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Stock Opinions by Stephen Weiss, Founder, Short Hills Capital Partners
He expects a rally in to year-end, barring a bad inflation numbers, which he doubts. Powell has not gotten more hawkish and we're in bullish seasonality. Christmas spending will be higher. We're now in a trading rally. He doesn't know if the market can sustain it beyond this month.
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They announced share buybacks a while ago, but the money still isn't flowing here.
They're investing a lot into EVs, but EVs are starting to atrophy.
He added more shares. Will rally into the end of the year. Whatever city you go, it is the dominant ride-sharing company. Prices are rising, but not too high to remove the service's convenience. The CEO has been great. The PE isn't cheap, but growth is cheap and earnings will grow dramatically.
It could reach its higher price target (said an analyst today) as long as management doesn't get in the way. It enjoys a duopoly, but he continues to stay away because of management mishaps.
He just added more shares. Yesterday, their earnings were great
They reported this week. He added more shares. He reiterates that MSFT is the #1 play in AI.
He just bought Apple puts. They report next week and he expects their comments to be negative. In China, Huawei is gathering market share from Apple, while Beijing is saying, Don't buy Apple phones. That's why Apple phone production is shifting from China to India. Apple is not showing growth in hardware. Same with services. The stock is overvalued. That said, if share get crushed next week, he would be the first to buy them, because there's an insatiable appetite for them.
He expects the downtrend and volatility to continue. It remains grossly overvalued with failing fundamentals.
They just reported a good quarter, but can they sustain that? He might buy it if shares slide.
A quality company, but their PE is misleading. Looks cheap, but is highly sensitive to cyclicality. Will buy it one day, not now.
Is shorting this. Next week, it may pop if the Fed does nothing.
It's mispriced now. Everything the new CEO has done has been right. Likes it.
It's a permanent compounder, but not exciting, not that much movement. Shares are up 12% this year, but the market is up 20%.
Reports next week and given how the consumer remains strong, that report should not disappoint. They enjoy a duopoly with FedEx.
