Today, Mike Philbrick and Barry Schwartz commented about whether BLK-N, IAA-N, ATVI-Q, AP.UN-T, META-Q, WCN-T, WM-N, JD-Q, TAP-N, FSV-T, BAM.A-T, TRIN-Q, SHOP-T, BIP.UN-T, X-T, V-N, RCI.B-T, VIAB-Q, CGX-T, HLF-T, CTC.A-T, EWZ-N, HRA-T, XMW-T, ZRE-T, ZUD-T, HQD-T, ZGI-T, EQL-T, XAR-N, HEWJ-N, XHC-T, EDGF-T, ZWP-T, ZWU-T, ZUT-T, HMMJ-T, NXF-T, CYH-T are stocks to buy or sell.
Easy to short a stock that's already been beaten up. Nothing in the numbers says they're having trouble. Last quarter wasn't great. Retail is tough. Looks cheap, buying back stock, trying for 10% EPS growth this year. He doesn't like retail against Amazon, which he owns. Could be a trade.
Merging with CBS. Third-rate movies. Lots of free cash flow. Wants to own the best companies for the long term, and this one doesn't fit the bill.