Stock Opinions by Shannon Saccocia, CIO, Boston Private

DON'T BUY
Apple reports that Google searches fell for the very first time on Apple's browser. Google shares slide 7.5%.

Search is 57% of their revenue. If such revenues decline, Google won't be able to invest in anything else but search.

BUY

Lack of new regulation is a key driver of financials.

BUY

There's offence and defence here.

BUY

Aetna's medical loss ratio (MLR) came in lower than expected and sees that for similar companies and a boost for this sector.

DON'T BUY

Trump wants to reduce energy price. Near-term, any resolution in the Russia-Ukraine war will put pressure and a ceiling on oil prices.

BUY

She expects financials to thrive in 2025.

BUY

They boast 70 million ad subscribers. They have tackled every single challenge in the past and thrive. They can be profitable and can afford to explore new areas like live sports.

BUY

Small-caps do well in wider economic growth and falling interest rates, which Powell signalled yesterday.

BUY

Deregulation (under Trump as expected) and private equity in the areas of industrials, tech and consumer are two drivers. The banks enjoyed a major rally this week.

BUY

She expects global industrial production to rise and there's demand for a meaningful infrastructure build.

COMMENT

The market rally started to broaden in April-March, but fizzled in May-June. That's why the market is hesitating to rotate now--is the Dow and small-cap rally today a blip or a true broadening out?

BUY

Energy, tech and healthcare will likely lead sales growth in the second half of 2024.

DON'T BUY

Biotechs look speculative in profitability. She prefers big pharma, seeing continued value, despite big moves in stocks.

DON'T BUY

Transports haven't seen a tailwind lately. Has the sector bottomed? The timing is tough for transports now.

BUY

Second-half 2024 comps in earnings are compelling.

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