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)

Latest Top Picks

Stock Opinions by Joe Terranova

COMMENT
The US market (S&P) is rising towards the 200-day moving average because the street feels the Fed will moderate its rate hike to 0.5% in mid-December (and not 0.75%); technicals point to a 200-day MA; and seasonality after the US midterm elections. Don't get overly excited or pessimistic about the economy.
Unknown

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
They reported today amid high expectations built into the share price. It's hitting highs today, but stay in this stock. because it's thriving within a secular bull market for agriculture. Also, there will be an acceleration in replacing aging farm equipment. Plus there will implementation of autonomous tractors. Stay committed to the entire ag space as a whole as it moves into 2023.
machinery
BUY
TJX and Dollar General are the names you need to look at in retail now, though the market has been anti-retail. PE's may be high, but they benefit from the economic environment.
clothing stores
BUY
TJX and Dollar General are the names you need to look at in retail now, though the market has been anti-retail. PE's may be high, but they benefit from the economic environment.
0
COMMENT
San Francisco's Fed chair called for a slowdown in hiking interest rates The market is telling the Fed that it can't wait any longer to see the effect of their rate hikes is reducing inflation. Therefore, he expects the Fed will pause their rate hikes in November. You have to give the market a chance to catch its breath. We're seeing cracks in how to price fixed assets.
Unknown
DON'T BUY
It's the ultimate value trap. Meta lacks any clear direction. They just lost their head of acquisitions that bought Instagram and Whatsapp. Avoid. He is cautious about all the FAANGs. The share buybacks though will cushion all their downsides.
0
WEAK BUY
He is cautious and not confident about all the FAANGs, but MSFT is okay because their cloud growth will be there.
computer software / processing
DON'T BUY
He worries that their services revenue will decelerate to single-digit growth; they face a strong USD and problems with China.
electrical / electronic
DON'T BUY
Their outlook was cut and downgraded today. This discretionary sector is coming under pressure. They have failed to re-establish the growth story where investors before paid a premium for shares 5-7 years ago. It's down 69% year to date. It's the ultimate trap.
Consumer Products
COMMENT
Lockheed martin earnings were spectacular which may auger well for Northrup.
Transportation
BUY
Bought it a few weeks ago. it's enduring in a time when big shortages in copper are pressured by copper prices. Cheap valuation. Great way to play the peaking US dollar.
non-base metal mining
BUY
Their report won't disrupt their momentum. The stock is breaking out now to $100. He's maintaining his position. One of his favourite names.
biotechnology / pharmaceutical
BUY
Saw a 4% product price increase in August, but with food costs easing, margins should improve. Great managers.
food services
WATCH
He sold it a while ago and was thinking of buying it back. It will be a challenging quarter when they report Friday. But is the CEO frustrated, given his recent remarks, about earnings potential?
Financial Services
COMMENT
Energy is up 43% YTD and 10% for the month, but this is at the start of a secular bull market. The low cost of debt and capital have been drivers. They will prioritize using technology, dividends and shareholder returns.
Unknown
Showing 1 to 15 of 109 entries