V-N 2.36 GS-N -3.21 EAT-N -2.43 CRM-N -1.12 NVDA-Q -0.57 AAPL-Q -2.78 CRM-N -1.12
Sarat Sethi, Managing Partner, Douglas C. Lane & Assoc.

Sarat Sethi, Managing Partner, Douglas C. Lane & Assoc.

Managing Partner at Douglas C. Lane & Assoc.

Member since: Oct '21 · 52 Opinions

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

Stock Opinions by Sarat Sethi, Managing Partner, Douglas C. Lane & Assoc.

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BUY ON WEAKNESS

Visa Inc.(V-N)

Jun 13, 2025

All credit cards are down 4-5% today on the stablecoin report. Stablecoin has been around, and PayPal has its own. Think about how long it will take in terms of regulations for Walmrt and Amazon to get into this businesses. Also, consumers like to wrack up credit card points. Stablecoin is a long way off. VA and MA are super companies. This is an opportunity.

Sarat Sethi, Managing Partner, Douglas C. Lane & Assoc.Sarat Sethi, Managing Partner, Douglas C. Lane & Assoc.
Owned
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$352.850

Stock price when the opinion was issued

other services
BUY ON WEAKNESS

Mastercard Inc.(MA-N)

Jun 13, 2025

All credit cards are down 4-5% today on the stablecoin report. Stablecoin has been around, and PayPal has its own. Think about how long it will take in terms of regulations for Walmrt and Amazon to get into this businesses. Also, consumers like to wrack up credit card points. Stablecoin is a long way off. VA and MA are super companies. This is an opportunity.

Sarat Sethi, Managing Partner, Douglas C. Lane & Assoc.Sarat Sethi, Managing Partner, Douglas C. Lane & Assoc.
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$562.030

Stock price when the opinion was issued

other services
BUY ON WEAKNESS

American Express(AXP-N)

Jun 13, 2025

Seeing profit-taking now. Is up 30% for the year. They're firing on all cylinders.

Sarat Sethi, Managing Partner, Douglas C. Lane & Assoc.Sarat Sethi, Managing Partner, Douglas C. Lane & Assoc.
Owned
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$287.790

Stock price when the opinion was issued

investment companies funds
BUY

Bristol Myers Squibb(BMY-N)

Jun 13, 2025

You're betting on their drug pipeline.

Sarat Sethi, Managing Partner, Douglas C. Lane & Assoc.Sarat Sethi, Managing Partner, Douglas C. Lane & Assoc.
Unknown
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$49.750

Stock price when the opinion was issued

biotechnology pharmaceutical
BUY

Air Products & Chemicals Inc.(APD-N)

Jun 13, 2025

They got rid of businesses outside the US that were not producing cash. They have long-term contracts, which ensures future revenues and serves as an inflation hedge. They deserve a valuation premium. And you get paid 2.5% in dividends to wait.

Sarat Sethi, Managing Partner, Douglas C. Lane & Assoc.Sarat Sethi, Managing Partner, Douglas C. Lane & Assoc.
Owned
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$280.370

Stock price when the opinion was issued

chemicals
HOLD

NVIDIA Corporation(NVDA-Q)

Mar 19, 2025

The market is in no-man's land given Trump's tariffs, but NVDA is up today (after the CEO spoke at a tech conference) is that they are supported by a great product pipeline. Macro, we're waiting for news and valuations are a little high.

Sarat Sethi, Managing Partner, Douglas C. Lane & Assoc.Sarat Sethi, Managing Partner, Douglas C. Lane & Assoc.
Unknown
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$117.520

Stock price when the opinion was issued

computer software processing
BUY

Morgan Stanley(MS-N)

Mar 19, 2025

They announced lay-offs, but no financial advisors. 70% of earnings come from the wealth business. They have a strong balance sheet and pay a 3% dividend yield that's growing. MS is-5% this year. The time to buy.

Sarat Sethi, Managing Partner, Douglas C. Lane & Assoc.Sarat Sethi, Managing Partner, Douglas C. Lane & Assoc.
Owned
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$119.850

Stock price when the opinion was issued

investment companies funds
SELL

Apache Corp(APA-N)

Mar 19, 2025

Was a spec buy. He'd rather buy SLB, because with more drilling, he wants to be in the picks and shovels.

Sarat Sethi, Managing Partner, Douglas C. Lane & Assoc.Sarat Sethi, Managing Partner, Douglas C. Lane & Assoc.
No
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$20.810

Stock price when the opinion was issued

oil gas
BUY

Schlumberger Ltd.(SLB-N)

Mar 19, 2025

Was a spec buy. He'd rather buy SLB, because with more drilling, he wants to be in the picks and shovels.

Sarat Sethi, Managing Partner, Douglas C. Lane & Assoc.Sarat Sethi, Managing Partner, Douglas C. Lane & Assoc.
Owned
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$41.080

Stock price when the opinion was issued

oil gas field services
BUY

Vulcan Materials Co.(VMC-N)

Mar 19, 2025

Likes this space. Demand for construction will still increase; these stocks have done little in the past 2 years. There's no other competition. Earnings will rise.

Sarat Sethi, Managing Partner, Douglas C. Lane & Assoc.Sarat Sethi, Managing Partner, Douglas C. Lane & Assoc.
Owned
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$241.110

Stock price when the opinion was issued

cement concrete
BUY

Martin Marietta Materials(MLM-N)

Mar 19, 2025

They have long-term construction contracts, making them serial compounders over time.

Sarat Sethi, Managing Partner, Douglas C. Lane & Assoc.Sarat Sethi, Managing Partner, Douglas C. Lane & Assoc.
Owned
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$490.200

Stock price when the opinion was issued

INDUSTRIAL PRODUCTS
BUY

SalesForce.com Inc.(CRM-N)

Mar 19, 2025

They're in the sweet spot for AI which needs customer data--which CRM has. They have a huge install base. Shares are -16.5% this year, so it looks good.

Sarat Sethi, Managing Partner, Douglas C. Lane & Assoc.Sarat Sethi, Managing Partner, Douglas C. Lane & Assoc.
Owned
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$279.390

Stock price when the opinion was issued

computer software processing
BUY

Amazon.com, Inc.(AMZN-Q)

Jul 26, 2024

He loves companies that spend on the future AND have positive cash flow. They report next week.

Sarat Sethi, Managing Partner, Douglas C. Lane & Assoc.Sarat Sethi, Managing Partner, Douglas C. Lane & Assoc.
Owned
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$182.610

Stock price when the opinion was issued

specialty stores
COMMENT

Apple Inc(AAPL-Q)

Jul 26, 2024

Is skeptical about the impact of AI on their iPhone upgrade cycle.

Sarat Sethi, Managing Partner, Douglas C. Lane & Assoc.Sarat Sethi, Managing Partner, Douglas C. Lane & Assoc.
Owned
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$218.030

Stock price when the opinion was issued

electrical electronic
BUY

Morgan Stanley(MS-N)

Jul 26, 2024

Likes MS, expecting its capital markets activity to increase.

Sarat Sethi, Managing Partner, Douglas C. Lane & Assoc.Sarat Sethi, Managing Partner, Douglas C. Lane & Assoc.
Unknown
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$104.190

Stock price when the opinion was issued

investment companies funds
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