BUY ON WEAKNESS

She likes the beverage sector. We maybe missed this opportunity. It has gone down so much, but it is still 25 times earnings. She likes it cheaper. Buy at $100 a share. It is too rich to be taken out.

PARTIAL BUY

This is great to hold onto. They have some great drama going on. Don’t sell. She might buy when these things are figured out. You have a company with some great assets.

BUY

It is fine to buy right here as a core piece. It has slowly recovered off the highs and has been cleaning itself up. It is a great play for improving industrials. It is a reasonable entry point. It won’t be a home run.

HOLD

Until we get clarity in Europe these payers are all on hold. The question is about where the activity is in the world today. It is a hold if you own it.

N/A

Which country to invest in? We are fine in the US even if we are in for a minor correction. You should revisit and rebalance regularly.

PARTIAL BUY

An interesting entry point. Buy in pieces and watch through the end of the year. They own iShares.

SELL

She is taking profits. It is a big Momentum stock. Facebook is the ‘F of ‘Fangs’. The company continues to have potential, but is a place to take profits right now.

BUY

It is ripe for consolidation. It is always a bit of a richly valued company. Food and beverage is traditionally the safe place to be. They have done a good job with reinvestment opportunities. They have a long term record of growth and sustainable results.

TOP PICK

With oil prices rebounding a little bit, Brexit and global uncertainty, this stock has had a great entry point. 3.19% yield.

TOP PICK

This has done wonderfully over the years. It spiked higher around a decade ago. It has room to recover. The leadership has been very steady for years. We are at a shorter term pause where they are building out in the cloud. It is a great core holding.

SELL

(Market Call Minute) It has a 4-5% dividend. Take profits if you have owned it a long time.

WATCH

(Market Call Minute) Wait to buy lower another year or so.

DON'T BUY

She is a huge fan of their product. It is like a classic double top. She thinks it will go sideways for quite a while.

BUY

It has had quite a slide. You have slowing growth and a loss of some blockbusters. You are in transition to a steadier eddy pharma company. It is a long term buy.

BUY

She likes it a lot. It has been such a momentum stock. The big thing is that it is like MacDonald’s 20 years ago and is rolling out around the world. She likes their international strategy and thinks it is a stock to own for the next 10 years.