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1550+ opinions with 4.81 rating (one of the best performing expert)


Stock Opinions by Stephen Weiss, Founder, Short Hills Capital Partners

DON'T BUY
They just announced layoffs of 12,000 Shares are rallying on layoffs news. Google is saying that their stock should be lower, because such layoffs does a lot to their culture and morale and is counter-productive to the company growing. It's upside-down how the market is reacting these days. So, he's negative in his overall market outlook.
Business Services
BUY on WEAKNESS
Netflix Inc.
It's still expensive and so what if they're winning the streaming war? You can make money buying this on the dips.
Unknown
BUY
Was upgraded today. He regrets not owning it. Great managers. Owning a biotech ETF like XBI is fine for risk management. Healthcare is recession-resistant and he loves it.
Pharma & Healthcare
BUY
Owning a biotech ETF like XBI is fine for risk management. Healthcare is recession-resistant and he loves it.
E.T.F.'s
SHORT
He's shorting industrials which performed well in 2022, but not this year. Industrials are the most levered to the economic cycle, so industrials (at best) are at slight discount to the market.
E.T.F.'s
BUY on WEAKNESS
Goldman Sachs
It's down because of an idiotic investigation into the bank. He took advantage of this dip and added to his position.
investment companies / funds
COMMENT
Today's better than expected employment numbers are pressuring markets. He remains realistic, bearish. Given Powell's remarks this week, no, that isn't the end of the Fed's tightening. Bulls are stupidly insane. Forget using last year's valuation on a stock as a benchmark for this year's valuation.
Unknown
WEAK BUY
Apple Inc
Likes it, but isn't buying it now, because Apple is protected by major telcos offering Apple phones.
electrical / electronic
DON'T BUY
Meta is a different company from Facebook. They changed their name--what more proof do you need? Sure, they generate free cash flow, but that goes into one pocket and they spend it out of the other. Meta is changing what they started as, because that business is stagnating.
0
DON'T BUY
Beware of their looming court case and weaker ad advertising.
Business Services
BUY
Cisco
Trades cheaply and pays a nice yield. A rare tech stock he likes.
electrical / electronic
COMMENT
Typically, the market will respond to strong or weak Black Friday numbers. These days, bad economic news means good news, because bad news means the Fed will slow its rate hikes. Yes, seasonality says that markets will move higher. We're in a grace period between the time the Fed raises perhaps 50 basis points in mid-December and the time when we see Fed actions (of this year) have an impact. Yeah, there could be a year-end rally, but then we hit reality after that when earnings come down meaningfully and valuations get too high. He's fairly invested now, but doesn't expect to make a ton of money between now and the end of the year.
Unknown
PARTIAL BUY
He bought it recently (last month). He likes that they're focused on automating manufacturing going forward. They have a great CEO. He held his nose to buy it, because it was not cheap, but they are in the right spot.
INDUSTRIAL PRODUCTS
COMMENT
He expects capex spending by companies now to slow down. After all, in few recessions do industrials do well. Investors have gone out of tech and moved into industrials, another liquid space. He doesn't see industrials enduring a sustainable cycle during a declining economy.
Unknown
BUY
He got back into it when its numbers began to compare favourably to Target's. It's cheap under 10x earnings, has great managers and apart from one quarter they have executed very well. Compare to Target which missed three straight quarters, but selling at 28x. In retail, they offer the best product pricing at various prices during the holiday season. He's very selective in retail.
merchandising / lodging
Showing 1 to 15 of 103 entries