Today, Teal Linde and Barry Schwartz commented about whether CSU-T, BDX-N, X-T, PBH-T, DAL-N, CAE-T, L-T, BYND-Q, CNR-T, BEP.UN-T, CVS-N, WFC-N, TFII-T, POW-T, BLK-N, META-Q, ATVI-Q, MSFT-Q, AMZN-Q, NFLX-Q, MKL-N, MG-T, TWM-T, SQ-N, AL-N, CGX-T, FRII-T, CPG-T, L-T, LULU-Q, T-N, TSLA-Q, CUS-T, AMZN-Q, AL-N, TD-T, IPL-T, DHX.B-T, AD-T, BAC-N, RY-T, NFI-T, BABA-N, META-Q, FIVE-Q are stocks to buy or sell.
It's like Berkshire-Hathaway in its structure. Bottom line is they made a mistake with a purchase last year which hurt earnings, but they've since fixed that. Last year there were many catastrophes (i.e. US floods) due to extreme weather. But managers continue to make smart acquisitions, and they have a strong track records.
An amazing company and who is cutting their subscriptions? No one he knews. If you buy this, then you assume they will continue to raise rates and slow spending. He doesn't know that for sure and so he owns Disney instead.
He's lost money on this. A complicated company. Their pharma operation is easy to understand, but Amazon poses a big risk to these companies. Big.
It is the fastest growing large cap he can find in the states. It is like SHOP-T, targeting the same sort of customers. Square is the point of sale device. If you missed SHOP-T, you can now go for SQ-N. It is trading at 8 times trailing revenues. (Analysts’ price target is $81.19)