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)


Stock Opinions by Karen Firestone, CEO, Aureus Asset Management

BUY
SalesForce.com Inc.
They are cutting headcount and can cut plenty more (they added a lot of staff during the pandemic). Signing up new clients is taking alot longer, which will abate later. Margins can improve a lot as will the PE. Earnings will rise over time. She continues to buy, because there's a lot of room upwards. Activists? Bring 'em on. Not worried. She's owned this since 2002, on and off. CRM is the best in enterprise software (she uses it).
computer software / processing
WEAK BUY
Microsoft
She owns it, but is underweight. Its forward 22x PE is higher than peers, like Meta. Inevitably, this will give up more PE, but will settle down. Great company, great balance sheet.
computer software / processing
BUY
Trades at a low 16x PE. It's a w winner among brokerages, a space where many have closed down. It's an organic growth story. The PE can sustain itself. Lots of asset growth and momentum.
investment companies / funds
BUY
Trades at a low 16x PE. It's a w winner among brokerages, a space where many have closed down. It's an organic growth story. The PE can sustain itself. Lots of asset growth and momentum.
investment companies / funds
BUY
Shares have fallen $700 to $200. China is a big growth market for them, and China will reopen and grow. Traeds at 25x PE. 20% 5-year growth rate. Dominates this industry.
Telecommunications
BUY
American Tower
Rising rates hit them and they were exposed to a rising USD. Now, rates are peaking and the USD is retreating. Had a tough 2022, but 2023 will be good.
Telecommunications
BUY
SalesForce.com Inc.
Has fallen from 50x PE to 22x forward. Cheap now. Even activists are looking at this, who are pressuring the CEO who is cutting costs and improving margins. Yes, it's a slow time in this business but it will pick up. Price targets will climb.
computer software / processing
BUY
Home Depot
2022 weakness (rising rates, home-building softness) is already in the stock price. People will still spend on home renos.
specialty stores
BUY
Though its earnings can disappointed, Meta at this PE is so cheap that the stock is attractive.
0
BUY
Microsoft
It has replaced Apple as the haven for safety, the dependable company. Apple lost people's confidence last quarter when it talked about weaker iPhone sales and problems with China. MSFT isn't the cheapest stock (Alphabet and Meta are cheaper), but MSFT is reliable because of cloud. Gaming may be weak this quarter but MSFT telegraphed that. Their PE has come down a lot.
computer software / processing
COMMENT
American Express
It's a good example of reporting a good number and guiding up, and yet the market doesn't like it, because it expects a recession soon and rates keep going up. It's doesn't matter if people are using their AmEx card a lot in traveling and buying luxury goods. The market thinks this will slow down a lot and is penalizing the company for being the travel and luxury sector.
investment companies / funds
BUY
They make little in trading commissions, but make money in financial services for individuals and financial institutions. Trades at 15x earnings. Cheap. Overall better than, say, Robinhood.
investment companies / funds
BUY
Visa Inc.
Is benefiting from people traveling abroad and spending more. This is an inflation hedge, because as such spending absorbs higher prices and Visa takes its shares. He likes it and thinks their quarter will be good.
other services
BUY
Its Optum network is picking up steam and it's a stable cash flow generator.
medical services
COMMENT
The market is stuck in a trading range between the June lows and August lows. Yesterday's sharp sell-off saw the algos kick in. The market is so queasy and sensitive now, and triggers a slide. She's been buying and selling names (taking profits) in the past month.
Unknown
Showing 1 to 15 of 34 entries