UAL-Q 0.42 TLK-N 0.21 ARDT-N 0.07 HVOI-T 0 CACB-T -0.03 THE-T 0 XYL-N 1.64
Daily Stock Opinions and Ratings

Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Gordon Reid commented about whether SHW-N, MS-N, EME-N, V-N, MA-N, MCD-N, M-N, META-Q, CVS-N, TDOC-N, WMT-N, DIS-N, CB-N, MSFT-Q, BRK.B-N, AAPL-Q, T-N, VZ-N, URI-N, MMM-N, RTX-N are stocks to buy or sell.

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COMMENT

Caution doesn't apply to every stock?(A Commentary)

Jul 23, 2020
Caution doesn't apply to every stock? That's right. Most of the averages are capitalization weighted. The very large companies are doing better and driving the indexes higher. So, while the indexes are at record levels, the average company is 10% below its record level. Worries include high valuations as well as Covid.
Gordon ReidGordon Reid
Unknown
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COMMENT

A sense of unreality in the markets now?(A Commentary)

Jul 23, 2020
A sense of unreality in the markets now? Market looks into the future, and it's telling us that there is an end in sight. The risk is that the market gets it wrong. By "market", he means the cumulative weight of all investment dollars. The market has a strong record of getting it right.
Gordon ReidGordon Reid
Unknown
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BUY

Raytheon(RTX-N)

Jul 23, 2020

Quite high on it. Near term bumps in the road. UTX is highly correlated with the aerospace business. Raytheon is more insulated. Together, sees an $8-9 rise in stock price. Thinks they can generate a lot of cash. You might have to show a bit of patience with it. It will do well once the economy gets its footing.

Gordon ReidGordon Reid
Owned
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$63.150

Stock price when the opinion was issued

Defense
DON'T BUY

3M Co.(MMM-N)

Jul 23, 2020
Not so high on this one. Trouble getting traction. Exposed to the global economy. Revenues for 2021 will be lower than in 2018. Profitability metrics are challenged. PFAS lawsuit is building steam, which could be as big as asbestos or lead in paint issues.
Gordon ReidGordon Reid
No
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$159.380

Stock price when the opinion was issued

mngmnt diversified
HOLD

United Rentals(URI-N)

Jul 23, 2020
Lots or runway here. Low multiple, great cash flow. Will benefit from much needed infrastructure spending in the US.
Gordon ReidGordon Reid
Owned
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$164.080

Stock price when the opinion was issued

Financial Services
COMMENT

How to decide when to sell?(A Commentary)

Jul 23, 2020
How to decide when to sell? That's the difficult part. Take an unemotional view. How does it compare to its own history, its peer group, and to all of the opportunities out there? He likes it trading at or below its historical norm in terms of valuation metrics. It should be competitive against its peers and the market.
Gordon ReidGordon Reid
Unknown
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BUY

Verizon Communications(VZ-N)

Jul 23, 2020

VZ vs. T Dividend stocks are much more valuable in low interest rate environments. He'd go with Verizon. Do you want to just go for the very high dividend? This could be a red flag. Could be at risk, and wiped out with capital loss on the stock side.

Gordon ReidGordon Reid
Unknown
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$56.020

Stock price when the opinion was issued

telephone utilities
DON'T BUY

A T & T US(T-N)

Jul 23, 2020

T vs. VZ Dividend stocks are much more valuable in low interest rate environments. He'd go with Verizon. Do you want to just go for the very high dividend? This could be a red flag. Could be at risk, and wiped out with capital loss on the stock side.

Gordon ReidGordon Reid
Unknown
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$29.965

Stock price when the opinion was issued

Telecommunications
BUY

Apple Inc(AAPL-Q)

Jul 23, 2020
You have to look at the percentage balance in your portfolio. He's trimmed it 7 times over the 15 years he's owned it. Mathematically, it would have been better to hold, but not on a risk-adjusted basis. Long-term investors do well by being disciplined and cognizant of the risks. Generates huge amounts of cash. Strong loyalty. Lots going for it. He'd buy it today. The higher multiple is justified.
Gordon ReidGordon Reid
Owned
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$372.025

Stock price when the opinion was issued

electrical electronic
BUY ON WEAKNESS

Berkshire Hathaway Inc. (B)(BRK.B-N)

Jul 23, 2020
It's done so well over the years, you buy it when others don't want it, there's a lid on the price, and there's some negative press. He wouldn't bet against them.
Gordon ReidGordon Reid
No
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$192.930

Stock price when the opinion was issued

insurance
DON'T BUY

Microsoft Corp(MSFT-Q)

Jul 23, 2020
Earnings last night were terrific, but stock went down. Price has been strong in anticipation of earnings. Valuation has already built in positive news. High 30s multiple. A very good company, but not as good a stock as it is a company.
Gordon ReidGordon Reid
Unknown
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$203.715

Stock price when the opinion was issued

computer software processing
PAST TOP PICK

Chubb Limited(CB-N)

Jul 23, 2020
(A Top Pick Jun 26/19, Down 6%) Continues to like it. Has pricing power, which tends to be cyclical. Combined ratio of less than 100%, which is good. Growing well, about 10% off 2019 levels. Stable.
Gordon ReidGordon Reid
Owned
Unlock Rating
$136.100

Stock price when the opinion was issued

insurance
PAST TOP PICK

Walt Disney Co.(DIS-N)

Jul 23, 2020
(A Top Pick Jun 26/19, Down 14%) Sold with the downturn. He's traded more in the last 6 months than in the last 3 years. As fundamentals of the economy change, portfolios have to change. Requires density of population to be successful for parks, hotels, cruises, and sports. Would love to buy it in the future, but at less than $90.
Gordon ReidGordon Reid
No
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$118.200

Stock price when the opinion was issued

entertainment services
PAST TOP PICK

Walmart Inc(WMT-N)

Jul 23, 2020
(A Top Pick Jun 26/19, Up 22%) Sold it based on valuation. Trading at 25-26x. Largest grocer in the world, but low margins and not dynamic. Believe in the fundamentals of your research, because a stock price can turn on you very quickly.
Gordon ReidGordon Reid
No
Unlock Rating
$132.160

Stock price when the opinion was issued

department stores
DON'T BUY

Teladoc Inc(TDOC-N)

Jul 23, 2020

Great concept. Opportunities to lower cost structure of US healthcare are welcome. US healthcare is more expensive than elsewhere in the world. But you're better to invest in a new concept that is under cover of an existing business, such as CVS. A pure play like TDOC is benefitting from Covid, and the stock price might wane when it's not such front page news.

Gordon ReidGordon Reid
No
Unlock Rating
$221.940

Stock price when the opinion was issued

Healthcare
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