Stock Opinions by Kevin Simpson

HOLD
Broadcom

Up 51% since Nov. 1. Any position that rises 5%, he will trim as part of his portfolio management. Will also trim MSFT which as climbed 24% in this time. However, AVGO is a small position that he's recently added, so he won't sell it yet.

0
PARTIAL SELL
Microsoft Corp

Any position that rises 5%, he will trim as part of his portfolio management. MSFT has climbed 24% since Nov. 1. 

computer software / processing
BUY
Marathon Petroleum

He just bought it. Since 2021, they've bought nearly half their shares. Been buying aggressively and will buy another $5.9 billion. They're printing cash by generating so much cash flow. They increased their dividend by 10% with a forward PE of 11x.

oil / gas
BUY

Loves it. Loves their subscription model. Likes today's price increase by Wall Street. Generates tons of cash and can withstand a consumer slowdown. He own Walmart for similar reasons.

department stores
COMMENT
Cisco

Buying Splunk means there's an excess of employees. 50% of free cash flow will buyback shares and raise the dividend. There's still $10 billion of buybacks to come. He doesn't expect much next week with their earnings, but still likes it long term.

electrical / electronic
STRONG BUY
Microsoft Corp

They crushed it across the board recently. Has recommended it before and does so now. They beat top and bottom.

computer software / processing
BUY ON WEAKNESS
Apple Inc

He's been writing many calls on this the past 3 months. If this pulls back next Thursday when it reports, he will add to his holding. Earnings may not be great, but he will own this the long term. Also, the PE has declined.

electrical / electronic
SELL

He just sold it. He was recommending this until their earnings report proved him wrong. Their margins were 8% vs. 13% historically. He's humbled. It will have to fall a lot before he considers buying it back.

Transportation
BUY
Caterpillar

Just bought it after they delivered a blow-out quarter last time (report next week) with top and bottom line beats. Good dividend growth. He believes in infrastructure long term. Bought this before earnings to start building a position.

machinery
BUY ON WEAKNESS
Chevron Texaco

Is skeptical that them buying Hess will double their free cash flow by 2027, but not without risk. Earnings were okay, 8.5% better than last quarter but lower than a year ago. Had owned this 11 years, but would buy on a pullback. The dividend is secure and growing.

integrated oils
BUY
Merck & Company

Upgraded today and he agrees. His #1 healthcare pick this year. A key drug will come off patent in 2028, but they have tons of drugs to replace it. They beat and bottom lines.

biotechnology / pharmaceutical
COMMENT

Five to nine stocks have led this bull market, but only in the past week is it expanding to other stocks and sectors. The Fed needs to stop raising rates until we're in a true bull market. The trick is, you need to invest before that bull runs.

Unknown
PARTIAL SELL
Apple Inc

Happy to own Apple and Microsoft, but they've risen too far too fast and gotten ahead of their skiis, so he has taken some profits, but held onto the rest of the shares, because they can grow into their multiples.

electrical / electronic
PARTIAL SELL
Microsoft Corp

Happy to own Apple and Microsoft, but they've risen too far too fast and gotten ahead of their skiis, so he has taken some profits, but held onto the rest of the shares, because they can grow into their multiples.

computer software / processing
Showing 1 to 14 of 14 entries
  • «
  • 1
  • »