Daily Stock Opinions and Ratings

Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Gordon Reid commented about whether URI, GOOG, ANTM, SQ, INTC, RTX, MA, V, HD, CSCO, BKNG, ABBV, PFE, TDOC, JPM, UNP, WFC are stocks to buy or sell.

Tuesday, September 1, 2020Monday, August 31, 2020Friday, August 28, 2020Thursday, August 27, 2020Wednesday, August 26, 2020Tuesday, August 25, 2020Monday, August 24, 2020
Past 12 months
Thu, Jun 25
Wed, Jun 24
Tue, Jun 23
Mon, Jun 22
Fri, Jun 19
Thu, Jun 18
Wed, Jun 17
Tue, Jun 16
Mon, Jun 15
Fri, Jun 12
Thu, Jun 11
Wed, Jun 10
Tue, Jun 9
Mon, Jun 8
Fri, Jun 5
Thu, Jun 4
Wed, Jun 3
Tue, Jun 2
Mon, Jun 1
Fri, May 29
Thu, May 28
Wed, May 27
Tue, May 26
Mon, May 25
Fri, May 22
Thu, May 21
Wed, May 20
Tue, May 19
Mon, May 18
Fri, May 15
Thu, May 14
Wed, May 13
Tue, May 12
Mon, May 11
Fri, May 8
Thu, May 7
Wed, May 6
Tue, May 5
Mon, May 4
Fri, May 1
Thu, Apr 30
Wed, Apr 29
Tue, Apr 28
Mon, Apr 27
Fri, Apr 24
Thu, Apr 23
Wed, Apr 22
Tue, Apr 21
Mon, Apr 20
Fri, Apr 17
Thu, Apr 16
Wed, Apr 15
Tue, Apr 14
Mon, Apr 13
Fri, Apr 10
Thu, Apr 9
Wed, Apr 8
Tue, Apr 7
Mon, Apr 6
Thu, Apr 2
Wed, Apr 1
Tue, Mar 31
Mon, Mar 30
Fri, Mar 27
Thu, Mar 26
Wed, Mar 25
Tue, Mar 24
Mon, Mar 23
Fri, Mar 20
Thu, Mar 19
Wed, Mar 18
Tue, Mar 17
Mon, Mar 16
Fri, Mar 13
Thu, Mar 12
Wed, Mar 11
Tue, Mar 10
Mon, Mar 9
Fri, Mar 6
Thu, Mar 5
Wed, Mar 4
Tue, Mar 3
Mon, Mar 2
Fri, Feb 27
Thu, Feb 26
Wed, Feb 25
Tue, Feb 24
Mon, Feb 23
Fri, Feb 20
Thu, Feb 19
Wed, Feb 18
Tue, Feb 17
Fri, Feb 13
Thu, Feb 12
Wed, Feb 11
Tue, Feb 10
Mon, Feb 9
Fri, Feb 6
Thu, Feb 5
Wed, Feb 4
Tue, Feb 3
Mon, Feb 2
Fri, Jan 30
Thu, Jan 29
Wed, Jan 28
Tue, Jan 27
Mon, Jan 26
Fri, Jan 23
Thu, Jan 22
Wed, Jan 21
Tue, Jan 20
Mon, Jan 19
Fri, Jan 16
Thu, Jan 15
Wed, Jan 14
Tue, Jan 13
Mon, Jan 12
Fri, Jan 9
Thu, Jan 8
Wed, Jan 7
Tue, Jan 6
Mon, Jan 5
Fri, Jan 2
Wed, Dec 31
Tue, Dec 30
Mon, Dec 29
Fri, Dec 26
Wed, Dec 24
Tue, Dec 23
Mon, Dec 22
Fri, Dec 19
Thu, Dec 18
Wed, Dec 17
Tue, Dec 16
Mon, Dec 15
Fri, Dec 12
Thu, Dec 11
Wed, Dec 10
Tue, Dec 9
Mon, Dec 8
Fri, Dec 5
Thu, Dec 4
Wed, Dec 3
Tue, Dec 2
Mon, Dec 1
Fri, Nov 28
Thu, Nov 27
Wed, Nov 26
Tue, Nov 25
Mon, Nov 24
Fri, Nov 21
Thu, Nov 20
Wed, Nov 19
Tue, Nov 18
Mon, Nov 17
Fri, Nov 14
Thu, Nov 13
Wed, Nov 12
Tue, Nov 11
Mon, Nov 10
Fri, Nov 7
Thu, Nov 6
Wed, Nov 5
Tue, Nov 4
Mon, Nov 3
Fri, Oct 31
Thu, Oct 30
Wed, Oct 29
Tue, Oct 28
Mon, Oct 27
Fri, Oct 24
Thu, Oct 23
Wed, Oct 22
Tue, Oct 21
Mon, Oct 20
Fri, Oct 17
Thu, Oct 16
Wed, Oct 15
Tue, Oct 14
Fri, Oct 10
Thu, Oct 9
Wed, Oct 8
Tue, Oct 7
Mon, Oct 6
Sat, Oct 4
Fri, Oct 3
Thu, Oct 2
Wed, Oct 1
Tue, Sep 30
Mon, Sep 29
Fri, Sep 26
Thu, Sep 25
Wed, Sep 24
Tue, Sep 23
Mon, Sep 22
Fri, Sep 19
Thu, Sep 18
Wed, Sep 17
Tue, Sep 16
Mon, Sep 15
Fri, Sep 12
Thu, Sep 11
Wed, Sep 10
Tue, Sep 9
Mon, Sep 8
Fri, Sep 5
Thu, Sep 4
Wed, Sep 3
Tue, Sep 2
Fri, Aug 29
Thu, Aug 28
Wed, Aug 27
Tue, Aug 26
Mon, Aug 25
Fri, Aug 22
Thu, Aug 21
Wed, Aug 20
Tue, Aug 19
Mon, Aug 18
Fri, Aug 15
Thu, Aug 14
Wed, Aug 13
Tue, Aug 12
Mon, Aug 11
Fri, Aug 8
Thu, Aug 7
Wed, Aug 6
Tue, Aug 5
Mon, Aug 4
Fri, Aug 1
Thu, Jul 31
Wed, Jul 30
Tue, Jul 29
Mon, Jul 28
Fri, Jul 25
Thu, Jul 24
Wed, Jul 23
Tue, Jul 22
Mon, Jul 21
Fri, Jul 18
Thu, Jul 17
Wed, Jul 16
Tue, Jul 15
Mon, Jul 14
Fri, Jul 11
Thu, Jul 10
Wed, Jul 9
Tue, Jul 8
Mon, Jul 7
Fri, Jul 4
Thu, Jul 3
Wed, Jul 2
Tue, Jul 1
Mon, Jun 30
Fri, Jun 27
Thu, Jun 26
Wed, Jun 25
Tue, Jun 24
Mon, Jun 23
Fri, Jun 20
Thu, Jun 19
Wed, Jun 18
Tue, Jun 17
Mon, Jun 16
Fri, Jun 13
Thu, Jun 12
Wed, Jun 11
Tue, Jun 10
Mon, Jun 9
Fri, Jun 6
Thu, Jun 5
Wed, Jun 4
Tue, Jun 3
Mon, Jun 2
Page 1/2

COMMENT

A handful of US stocks accounts for half the entire market. It's a fairly narrow market. He's not a market timer. Take the ups and downs of the market without losing much sleep. A barbell approach is working quite well. On one end, large, mega cap momentum names like Apple and Facebook. On the other side, banks and industrials that are a value play as a hedge.

COMMENT

Could it become a self-reinforcing selloff if the momentum names turn over? J Powell this morning gave a green light for the Fed to support risk assets. We'll see a fairly long re-rating of companies to higher levels. We will have periods of corrections, but a March-type event is off the table. The markets are on fairly good footing and feeling the love and support from the Fed.

COMMENT

Depression in the cards? Never say never. Take a reasonable base case and don't look at the tail risks as likely events. You can worry yourself about things that don't have a high likelihood of occurring. He uses a balanced technique, so there's some hedging going on at all times to try to smooth the ride.

DON'T BUY

Weakest of the big US money centre banks. A chequered recent last 10 years. 60% off of pre-pandemic highs. Hard to get behind them in this environment. Err to the side of safety and go with some of the more senior banks.

BUY

Likes it. Rails have suffered from lack of economic activity. Operating ratio is in 60% range, and can probably get to the high 50s. Especially if the Democrats get in, he sees more stability leading to more than $10 EPS and a sub-20 multiple, quite attractive. Looks good in a post-Covid environment and with more trade stability.

BUY

Time to buy. Recent earnings showed trading gains more than offset by loan loss provisions. Good long-term hold.

COMMENT

Implications of continued low interest rates for US banks? Shows support for assets to be re-rated to higher prices, as there's that floor on them. The Fed backing a good economy. Economic strength trumps the interest rate issue, and banks do well during good economic times.

DON'T BUY

Look for companies that are the future. The US has the most expensive healthcare as a percentage of GDP by a long shot. They have to get a handle on this, and one way is through a phone or video format. This company is a bit too risky, because they are focused on just this issue. He prefers CVS with their distribution network.

SELL

PFE vs. ABBV Switch to Abbvie. The whole pharma business has trouble at a structural level. They spend millions developing drugs, then watch the clock wind down till the generics can compete. Abbvie gives you an exciting bio-pharma alternative. Problem in the past was its one-drug focus, but the Allergan purchase diluted this risk. About 10x earnings, not expensive, great cash flow, good dividend.

BUY

ABBV vs. PFE Switch to Abbvie. The whole pharma business has trouble at a structural level. They spend millions developing drugs, then watch the clock wind down till the generics can compete. Abbvie gives you an exciting bio-pharma alternative. Problem in the past was its one-drug focus, but the Allergan purchase diluted this risk. About 10x earnings, not expensive, great cash flow, good dividend.

PAST TOP PICK

(A Top Pick Aug 22/19, Up 5%) Has alliances with various companies and government. Successful. Commercial enrollments are down, as people are losing their jobs. However, medical loss ratios are positive because elective surgeries have been put off. Anticipates $26 EPS next year. Good cash flow.

PAST TOP PICK

(A Top Pick Aug 22/19, Down 3%) An online travel marketing machine without fixed costs. Adversely affected by the pandemic. He sold. Market is building up the price on hopes of a vaccine and a recovering economy. Likes the concept, but not the right time.

PAST TOP PICK

(A Top Pick Aug 22/19, Down 10%) Their product that competes with Zoom has done well. The rest of the business is shaky. It's a timing issue. Well positioned for the next 10 years. Not expensive. He'd be a buyer and a holder.

BUY

Likes it. Extremely well managed. Have increased operating margins from 11 to 16%, while still increasing revenues. Heavy tech investment. Online sales in most recent quarter up over 100%. The ultimate stay at home stock.

SELL

Has done extremely well on both organic growth and on the market's re-rating. Will be beneficiaries as we move more to plastic in the post-pandemic world. Trading at a high 30s multiple, a bit extreme. Fewer opportunities and more risk in the face of Square, PayPal, and the like.

Tuesday, September 1, 2020 Monday, August 31, 2020 Friday, August 28, 2020 Thursday, August 27, 2020 Wednesday, August 26, 2020 Tuesday, August 25, 2020 Monday, August 24, 2020

Most Recent Experts

Jenny Harrington, CEO, Gilman Hill Asset Management

Gilman Hill Asset Management

Stephen Weiss, Founder, Short Hills Capital Partners

Short Hills Capital Partners

Kevin Simpson

Capital Wealth Planning

Bryn Talkington

Requisite Capital Management

Andrey Omelchak

LionGuard Capital Management

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Latest Stock Buy or Sell? Make More Informed Decisions!

A handful of US stocks accounts for half the entire market.(A Commentary)

Could it become a self-reinforcing selloff if the momentum names turn over?(A Commentary)

Depression in the cards?(A Commentary)

Wells Fargo(WFC)

Union Pacific Corp(UNP)

JP Morgan Chase & Co(JPM)

Implications of continued low interest rates for US banks?(A Commentary)

Teladoc Inc(TDOC)

Pfizer Inc(PFE)

AbbVie Inc.(ABBV)

Anthem Inc(ANTM)

Booking Holdings Inc.(BKNG)

Cisco(CSCO)

Home Depot(HD)

Visa Inc.(V)

Most popular stocks on Stockchase

Latest Buy Signals

Today's Top Picks

Popular Articles

Latest Sell Signals

Most Recent Experts

Jenny Harrington, CEO, Gilman Hill Asset Management

Stephen Weiss, Founder, Short Hills Capital Partners

Kevin Simpson

Bryn Talkington

Andrey Omelchak