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Today, Robert Lauzon commented about whether PFPT-Q, ZEN-N, NFLX-Q, BB-T, AVGO-Q, MSFT-Q, DIS-N, MDB-Q, SHOP-T, GOOG-Q, MU-Q, CCI-N, LSPD-T, NFLX-Q are stocks to buy or sell.

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COMMENT

This morning's jobs data: June will be too soon for an interest rate cut, but likely one or two later this year by the US Fed. It'm impossible to know what's inside Trump's head. Tech is insulated from interest rate moves. With rate cuts, we're back to slow, muddled growth. As a result, tech will benefit, because investors want to invest in growth, which tech offers. Within tech, semis are exposed to China which, of course, are now effected by trade talks.

BUY

Disney vs. Netflix over 10 years He owns both, but Netflix will see more grwoth as it penetrates internationally and doubling worldwide subscribers. They could expand into music and games. Disney pays a dividend, but Netflix will give you a higher total return. With Disney, be patient as they get into streaming, especially internationally.

WATCH

He sees massive growth in payments and inventors management. His company just met them today. He's not ready to recommend them yet, but he will. The market has liked it since its IPO.

BUY

Cell providers rent their tower space, but the next phase of growth for CCI lies in 5G. 5G is a big deal. There's 50% annual growth in wireless data usage, so the providers will need to accomodate their users. The providers' spending will occur in phases, starting with building the macro networks, where CCI is well-positioned. They're also good in the electronic test/measurment. It'll be a good 5-7-year run in 5G.

WAIT

It's done poorly this year, because it's a semi producer due to the China trade war. 30% of their business lies in smartphone memory, so if the trade war gets drastic (which he doubts), MU will get hit. The market is pricing no growth. PE is low-single-digit. This is a $60 stock, really. 5G will drive this as people upgrade their phones. This can easily rise 10-15% in a market rally. It may be early to enter it now, though. The mass-market shift to 5G will happen in 2020-1.

BUY

He really likes it and bought more today. It's become a consumer staple for everyone--we all use it to search and for maps. Millions use Youtube. Self-driving cars looks interesting. If the US courts break up the courts, he can make money in the break-up value, but he doubts a break-up will happen. We have to see where these government probes about anti-trust will go. An investigation won't necessarily lead to a break-up. Rather, tech companies like Google may be forced to change a way it operates in a specific, narrow way. The threats have been overblown.

COMMENT

Maybe this has gotten ahead of itself on valuation after a parabolic rise this year. What they provide to small businesses is great. It could get bought out. Pare your holding if it has gotten too big in your portfolio. B2B wholesaling is large, so SHOP has a large runway. Investors look much to valuations; rather, consider whether a company can continue to execute, beat expectations.

PARTIAL BUY

Hold your winners, and trim if a position grows too large in a portfolio. MDB is in a hot area in tech. Traditional enterprises are struggling with how to make use of cloud computing; it's a complicated issue with the big question being, what do you do with databases? Oracle has long been dominant here, but many companies feel trapped in their relationship with Oracle. MDB arrives from a different direction--open-sourced that allows users the flexibility to move that data. That said, MDB is a complicated sale; it's lumpy and chunky. It's a volatile stock, and he'd own only a small holding.

COMMENT

Self-driving cars There's been a lot of misinformation, partially from Elon Musk. We're a long way from self-driving, but robo-taxis in select markets are starting this year from Google's Waymo. The important thing is that these cars need extremely detailed maps, like where every street and shop sign is; people jaywalk; or a blind driveway. The car needs a processor needs to read other cars and people crossing the street. Google is testing this now in 25 cities and buildings these super-detailed maps. It's a potentially huge market, double-trillion-dollar globally. Also, a self-driving taxi's cost is 75% lower than a human-driven taxi. Five years from now, robo taxis will be widely used.

COMMENT

Tech staples (that his company runs in a fund) vs. consumer staples The market keeps giving above-market multiples in consumer staples like Coke, because they're safe and defensive, but tech is growing 17% a year and is trading cheaper than the consumer staples. He thinks tech stocks are not expensive and should compliment utility stocks in a portfiolio. Also, he expects tech stocks like Google to pay a dividend in coming years. Tech stocks have huge runway ahead of them, namely in digital advertising, as well as in healthcare and financial services. Amazon and Apple are going hard into e-payments. They also have gobs of cash and little debt.

WEAK BUY

He owns both, but Netflix will see more grwoth as it penetrates internationally and doubling worldwide subscribers. They could expand into music and games. Disney pays a dividend, but Netflix will give you a higher total return. With Disney, be patient as they get into streaming, especially internationally.

BUY

For a TFSA And Google. Both have good room to grow. MSFT has defensive, stable earnings growth with lots of diversification in many markets. Buy either or both for the long-term.

DON'T BUY

He likes their dividend growth, but they grow by acquisition, therefore carry debt. When credit spreads blow out, it'll become tougher for them to do deals--and there are fewer deals for them to do now. Other semis that pay a dividend, though lower, are growing, and are in 5G are Xilinx and NVIDIA.

WEAK BUY

They have a great niche in car security software. Another auto-sensor company was taken out earlier this week. As 5G comes, BB could be a takeover target. You could capture a bit of growth as well.

TOP PICK

A growth stock with 30% growth rates in the short term, especially internationally. The second half of this year will see great new content, like the new Scorsese film, The Irishman. This will drive viewership. Netflix changes the way we watch TV. Also, they haven't pulled the lever on adding ads (say, at a lower-tier subscription fee). There's room for both Disney+ and Netflix, based on consumer research he's seen. (Analysts’ price target is $395.65)

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