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Stock Opinions by Brenda Vingiello, CIO, Sand Hill Global Advisors

COMMENT
The sell-off this week and today caused by bank failures

There's decent risk/reward in bonds, in which she has been adding instead of large-cap stocks. That said, there are still opportunities in stocks, but wait till next week's Fed meeting. There could be a loss in consumption coming.

Unknown
BUY
Fedex vs. UPS (FedEx just reported a strong quarter)

Owns UPS instead, and it's good that FedEx that both are focusing on profitability. She prefers UPS for having more density in its ground business and more tied to e-commerce which will remain strong. UPS is exposed to Amazon, which some feel is a risk, but she doesn't anymore, because Amazon can't invest more in infrastructure anymore.

Transportation
COMMENT
FedEx
Fedex vs. UPS (FedEx just reported a strong quarter)

Owns UPS instead, and it's good that FedEx that both are focusing on profitability. She prefers UPS for having more density in its ground business and more tied to e-commerce which will remain strong. UPS is exposed to Amazon, which some feel is a risk, but she doesn't anymore, because Amazon can't invest more in infrastructure anymore.

Transportation
HOLD
NVIDIA Corporation
Upgraded today

A super growth story. Incredible move higher this year. Has the best long-term growth among semis, but this year will see a lot of volatility. Don't add given the valuation too.

computer software / processing
PARTIAL BUY
Chubb Limited

A quality insurer and leads the industry in margins. It's pulled back enough this year that you can add a little now, but there are other defensive names like JNJ to consider too.

insurance
BUY
CVS Health Corp

Has pulled back a lot this year. Inexpensive and defensive.

specialty stores
SELL
Intel

She just sold it before earnings in early January. There were too many quarters of overpromising and not delivering.

electrical / electronic
BUY
Albemarle Corp

Just bought it. They own some of the cheapest lithium in the world. They're restructuring their contracts this year, which should boost prices by 25%. It's a long-term global story because EV sales continue to grow. ALB is increasing capacity over the next 8 years.

Mining
HOLD
NVIDIA Corporation

Likes this innovative company, but if you already own, stay put. Are well-positioned for the growth of AI. Does well in healthcare.

computer software / processing
BUY
Alphabet Inc

It trades at support at 14x, and it will maintain its dominance in online search.

Technology
COMMENT
The market got oversold. Market fundamentals are still quite healthy and are seeing signs of inflation coming down. Watch new inflation data next week. If this rate-hiking cycle pauses by the end of the year, that is positive; it will offer clarity to the market on what comes next.
Unknown
BUY
Stryker Corp.
Their valuation has declined. Their devices are used in revenue-generating procedures at hospitals, which is safe, even as the economy slows. Good outlook.
biotechnology / pharmaceutical
DON'T BUY
Microsoft Corp
Buy tech? The software companies boasts large recurring revenues, which makes them attractive. Also, there's a big shift to the cloud which will continue even during a soft economy. So, many large-cap software stocks like MSFT are relatively expensive. However, the semis look cheaper, like Nvidia which is down more than 50% YTD and not cheap, but historically yes. They are innovative. A buy.
computer software / processing
BUY
NVIDIA Corporation
Buy tech? The software companies boasts large recurring revenues, which makes them attractive. Also, there's a big shift to the cloud which will continue even during a soft economy. So, many large-cap software stocks like MSFT are relatively expensive. However, the semis look cheaper, like Nvidia which is down more than 50% YTD and not cheap, but historically yes. They are innovative. A buy.
computer software / processing
COMMENT
Powell's hawkish comments today The job market remains strong and other economic data has been strong. There was no reason for Powell to be dovish at all. He needs to send a clear message that the Fed will fight inflation. Sounds like the Fed will keep interest rates high for a long time. A soft landing remains possible.
Unknown
Showing 1 to 15 of 31 entries