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Stock Opinions by Jon Nagerian, Co-founder, MarketRebellion.com

COMMENT
He has sold most of his stocks to take option positions, totalling $2.5 million. between now and June. He has only 1.5 months to participate in the market. Do I go back into those names as stocks or not? Energy, he expects to go much higher when China returns online. The VIX is hitting highs today, so there could be a bottom soon. After breaking 4,100 on the S&P today, could 3,800 be the next level?
Unknown
BUY
Options He loves energy. Options traders are buying the June 45 calls at $37.40. Too far out for him, so he's buying at the money. He loves the target.
oil / gas
BUY
options The stock is at $18.50. Traders are buying 8,500 May 27 22 calls.
Automotive
BUY
options People are betting on a bit of comeback by buying the May 146 calls trading at $141.50.
E.T.F.'s
BUY
options Shares are turning around today. They operate 522 cinemas. He's buying the 15 calls.
Consumer Products
BUY
The stock is on a streak, but is on a recovery. It hasn't returned to all-time highs after tumbling to $148 and has now bounced $30. When people were scared by the Russian war, investors lightened up their positions across the board, including Apple, which many own. Shares fells too far recently. You strongly buy Apple (and Microsoft) on dips, because those companies didn't change (macro forces, like war, did). You can still buy Apple today. When Apple inevitably releases new products this fall, shares will likely hit $200.
electrical / electronic
BUY
Is the market overbought? Yes, in the megacap tech names, but not the rest of the market which is correcting, namely consumer discretionary names like William Sonoma and Restoration Hardware, which posted weak outlooks and are selling off. Exceptions among the megatechs are Apple and Microsoft. MSFT's Azure clouD computing must be killing it now, which will take them to new highs by the end of this year.
computer software / processing
BUY
options Their footwear line is exciting, and is going after Nike or Addidas. Their direct-to-consumer model is very strong. The footwear will be a multibillion part of their business. Loves it. He sold out his April 350s and rolled them out to the May 370s. So, he's hanging on and hopes shares blast through $388 into the $400s.
household goods
COMMENT
vs. Lululemon It's almost like an ETF for athletic lesiure plays, because Nike offers many brand in its store. Lulu is by far the leader here. He thinks 35% of Nike's sales come from digital vs. Lulu's 42% and it grew 17% this quarter, which is amazing. Once a consumer finds a website they like buying from, they keep buying there.
misc consumer products
BUY
Energy is one of the hottest sectors. He expects ET to hit new 52-week highs. In options, they're buying April 11.50 calls, just 20 cents out of the money. ET runs 12,000 miles of natural gas pipelines and storage facilities. It pays a 6.5% dividend. All this got to add to his position today.
Energy Infrastructure, Industrials & Utilities
BUY
With shares at $35-40, in options action they're buying upside calls at the 45 strike in April. He doesn't know if it gets that far that fast, but he likes the upside speculation. He bought the 35s and will sell upside calls against it. He strongly believes in lithium and nickel. He likes LAC a lot.
Mining
COMMENT
Bitcoin & NFTs He predicts it will go higher this year. Goldman Sachs is going deeper into cryptos, and he sees huge crowds attending the NFT conference at Los Angeles, so there's huge interest in NFT. Get familiar with NFTs at least or take some stakes in this, because he sees big upside.
Unknown
COMMENT
The market has retraced 50% from bearish lows. History says the market is now all clear. Maybe. He didn't panic when markets moved down, nor say the market would scream to the upside. Upward moves in the 10-year-yield are far more measured now and less frantic than before, and this is more comfortable for the market. He's been neither strong bull or bear, just sticking with his tech stock. Remember that the Fed has raised rates only 0.25%, but bonds have risen from 1.5% to 2.37%. The bond market has done the heavy lifting, so the Fed hasn't bumped rates by 0.5%, and this is good. Consumer demand remains very high and consumers can weather high gas prices. Nike's latest blow-out numbers show this.
Unknown
BUY
It's seeing a significant comeback. Apple is a major holding of his, and Apple is still crushing it. He expects another strong cycle for Apple this fall. He likes buying dips and he didn't sell when Apple fell to $150 recently. Apple will grind higher. So many people are using Apple services, which means revenues, and Apple could introduce a new product to interest shareholders.
electrical / electronic
BUY
Oil is his biggest sector. All oil stocks will continue to rise for months, even if the Russian war ends, because the Russian sanctions will continue. Yes, there will be oil volatility, but oil will rise.
oil / gas field services
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