Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Shane Obata commented about whether ASML, COST, GOOG, DNNGY-O, SNE.TO, XOM, NFLX, ZTS, ERIC, TDOC, BAM.A.TO, CCI, INTC, MA, BABA, IPAY, WORK are stocks to buy or sell.

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A remarkable run since the March lows. Deploying capital was easier then. Now, it's harder to find easier investment opportunities. Move in the real interest rates and pullback of the USD makes a case for gold. They are still focusing on North American equities.
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Healthcare. He's not a healthcare specialist but there are opportunities in digital health and life sciences. In terms of covid vaccines, they aren't banking on one specific firm. They are focusing on large cap players in the healthcare sector.
COMMENT

He likes the business productivity tools of Slack, but he would favour Microsoft for the tech space. IPAY will give you a bucket of payment option, but he would prefer to chose his own securities, like Visa. The payment space is a budding part of the e-commerce space that will continue to take off.

COMMENT

He likes the business productivity tools of Slack, but he would favour Microsoft for the tech space. IPAY will give you a bucket of payment option, but he would prefer to chose his own securities, like Visa. The payment space is a budding part of the e-commerce space that will continue to take off.

BUY

With Amazon results being more positive than expected, we should see similar results from Alibaba. The market for e-commerce in China is greater than the US. Penetration is around 40%. The states are around 15%. Cloud exposure is also a pro.

BUY

You can probably enter here if you plan to hold it for the long term. It will continue to grow. Visa has grown double digits, but Mastercard's stock has performed better. The move away from physical money will only continue and accelerate.

DON'T BUY

He has held it before but has been disappointed by the results and production delays. The market is pricing in the loss of market share to AMD. They are ingrained in the PC and server side. The stock is undervalued but he would prefer AMD.

BUY
They own it and would consider adding more. It is a 5G play. They are making changes to governance right now.
BUY
A big fan of the Brookfield group of companies. Depending on the time horizon, there could be weakness in the near term. However, in the longterm it is positive.
BUY
It merged with Livongo to create a company valued at $35B. Teledoc is on the physician side of the telemedicine. Livongo is more focused on chronic illness.
DON'T BUY
A critical player in 5G. However, he has found better opportunities elsewhere. It could still have some run, but he would prefer tower companies or US telecoms. They have disappointed in the past.
HOLD
An animal health company. He has concerns over livestock exposure, especially with people wanting less chemicals and antibiotics in livestock. The pet market side of the business is more positive.
BUY

Before Disney+ and other competitors, it provided the best value proposition for the customer. Netflix still has the depth of content with international offerings. They are also a quality content producer with high quality shows.

DON'T BUY

He has been underweighting energy. Chevron would be his pick over Exxon. Right now, energy is facing headwinds right now, especially with people staying at home. He would prefer looking at green energy in North America or Europe.

PAST TOP PICK
(A Top Pick Mar 20/20, Up 51%) He continues to like it. It's not expensive relative to other tech stocks. Their gaming business has helped offset weakness in streaming and smartphone business because of covid.