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 Amy Raskin, CIO, Chevy Chase Trust

COMMENT
Inflation will come down, based on leading indicators. This will cause the Fed to pause a little and this will benefit markets. There will be a positive close to 2022.
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 opinion & get signals
COMMENT
tech Big-cap tech is heading to serious growth slowdown. Software and services are investing a lot to buy growth while cloud companies invest a lot in capex.
Unknown
PARTIAL SELL
She trimmed this due to issues in China. Trades at an expensive 36x PE. She just sold some shares.
Consumer Products
BUY
It trades at 13x earnings. Their pipeline is really good but was under pressure given drug pricing issues. This has outperformed the market this year. They have a strong pipeline of drugs and trades at an attractive valuation.
Pharma & Healthcare
BUY
PI is a small-cap semiconductor stock. It's up for the year, unusual for a semi. Likes it a lot then cut in half when she added to it. She just trimmed her large position. A well-positioned company long-term.
0
DON'T BUY
She never liked fintech and never own them. The credit card business is a duopoly. Consumers don't like payment fees. There's a lot of competition in fintech. Doesn't see opportunity here. She owns Visa instead.
0
DON'T BUY
Really disappointing in a year when Verizon should be working. Trading at low 8x earnings with a 6% dividend. Expected 5G to help this more. She keeps waiting but hasn't added to it.
telephone utilities
PARTIAL BUY
Not for the feint of heart. They had a terrible year, but catalysts are coming, including an analysts' day in early October. There will be a decision on the merger with Grail. If the EU blocks it, Illumina will spin it out and that will be a big catalyst.
Consumer Products
COMMENT
Stocks are rallying for the second straight day. Have we bottomed? She wants to say the bottom is in, but doesn't see it...yet. Valuations are better and fine, but not compelling like March 2020 when she was buying at 2,700 on the S&P. Today, it's at 4,300. The market is still expensive. It could go down more. She doesn't see technology and growth stocks being the place to be, going forward, until inflation is under control.
Unknown
DON'T BUY
It's a little early to get in. We're facing a wider slowdown. True, Micron is cheap and semis are less cyclical than before, but they will get caught in the slowdown.
computer software / processing
BUY
A controversial call. It's a European industrial play. Capital spending will pick up.
electrical / electronic
Showing 1 to 11 of 11 entries
  • «
  • 1
  • »