MI.UN-T 0.33 DRVN-Q 0 SWIM-Q 0 TOL-N -0.07 NOG-N -0.26 CPA-N -0.03 PBH-T 1.49
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Today, Gordon Reid commented about whether MDLZ-Q, HXL-N, ABBV-N, FDX-N, UPS-N, RTX-N, DIS-N, URI-N, UAUA-Q, CVS-N, JPM-N, CSCO-Q, ZM-Q, BDX-N, GOOG-Q, V-N, MSFT-Q are stocks to buy or sell.

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COMMENT

Will tech resume its upward march after some of the speculative air has been let out of the sector?(A Commentary)

Sep 30, 2020
Will tech resume its upward march after some of the speculative air has been let out of the sector? It's possible. Unike 20 years ago, there are viable businesses behind these prices. The run expanded the multiples as the prices were rising faster than the fundamental growth. He's taken a barbell approach, holding some tech as well as some value like banks and industrials.
Gordon ReidGordon Reid
Unknown
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COMMENT

Rotation back into high dividend, low multiple value stocks?(A Commentary)

Sep 30, 2020
Rotation back into high dividend, low multiple value stocks? At some point, but getting the timing right is a mug's game. He will continue to participate in good quality businesses. When valuations get stretched, they sell a portion of a dominant position, for example Apple. When a stock is at the upper end of its historical valuation range is always a good time to take money off the table.
Gordon ReidGordon Reid
Unknown
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BUY ON WEAKNESS

Microsoft Corp(MSFT-Q)

Sep 30, 2020
Not a buying opportunity. Fabulous company, reinventing themselves under this CEO. Gaming business is very strong, plus the cloud, and its traditional business in a subscription model. However, trading at 35x earnings. Even very good companies aren't the best stocks from time to time. Have to constantly assess the value. He'd pass, but continue to watch for a pullback as a chance to buy.
Gordon ReidGordon Reid
Unknown
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$210.375

Stock price when the opinion was issued

computer software processing
SELL

Visa Inc.(V-N)

Sep 30, 2020
Expensive, close to 40x earnings. Somewhat impacted by Covid. First year in history that revenue has fallen. Transactions have dropped, but this is an unusual time. Still, you're not getting a discount. He sold, and moved into a better risk/reward.
Gordon ReidGordon Reid
No
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$201.080

Stock price when the opinion was issued

other services
BUY

Alphabet Inc(GOOG-Q)

Sep 30, 2020
Likes it very much. Advertising revenue has been affected by Covid, but should bounce back quite smartly. Reasonable multiple. Next year, could earn $62 per share. Growing 20-25% a year. Lots of arrows in the quiver that aren't monetized yet, such as self-driving cars and AI.
Gordon ReidGordon Reid
Owned
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$1482.860

Stock price when the opinion was issued

Technology
BUY

Becton Dickinson(BDX-N)

Sep 30, 2020
A good opportunity. Covid has led to deferral of elective surgeries, so revenues are suffering and the market didn't like this. Vaccine testing will help them quite a bit to monetize their testing technology. Reasonable opportunity. Wouldn't be shy to buy at these levels.
Gordon ReidGordon Reid
Unknown
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$233.885

Stock price when the opinion was issued

Healthcare
DON'T BUY

Zoom Video Communications Inc.(ZM-Q)

Sep 30, 2020

One of the most expensive stocks at price to revenue, so this is a red flag. Gives him pause. How much future success is already built into the price? An alternative is Cisco, with their add-on to access what Zoom does. CSCO is stable, with a reasonable valuation. Companies eventually will need to invest in switching and routers, and this will come straight Cisco's way.

Gordon ReidGordon Reid
Unknown
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$471.960

Stock price when the opinion was issued

Technology
BUY

Cisco(CSCO-Q)

Sep 30, 2020

CSCO vs. ZM Zoom is one of the most expensive stocks at price to revenue, so this is a red flag. Gives him pause. How much future success is already built into the price? An alternative is Cisco, with their add-on to access what Zoom does. CSCO is stable, with a reasonable valuation. Companies eventually will need to invest in switching and routers, and this will come straight Cisco's way.

Gordon ReidGordon Reid
Unknown
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$39.370

Stock price when the opinion was issued

electrical electronic
BUY

JP Morgan Chase & Co(JPM-N)

Sep 30, 2020

It's pulled back, so buy it now. Now only 130% of book value. Gold standard in banking in the world. Revenues were up 13% y/y. Economy is opening up a bit faster than predicted, so some reserves may be recaptured. Can absorb the recent fines without a hiccup. A different situation than with Wells Fargo; JPM penalty is a one-off.

Gordon ReidGordon Reid
Owned
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$96.995

Stock price when the opinion was issued

Financial Services
PAST TOP PICK

CVS Health Corp(CVS-N)

Sep 30, 2020
(A Top Pick Sep 18/19, Down 5%) Integrating vertically. 9x earnings, good dividend, growing at a good rate. Lots of runway ahead. He continues to hold and recommend it.
Gordon ReidGordon Reid
Owned
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$59.060

Stock price when the opinion was issued

specialty stores
PAST TOP PICK

UAL Corp(UAUA-Q)

Sep 30, 2020
(A Top Pick Sep 18/19, Down 60%) A great lesson on how to manage money on the front end and back end. He owned it at the correct size and remain diversified in March. It hurt, but it didn't ruin someone's retirement. They sold immediately on the pandemic and took their lumps, because that's not what they bought. Anyone can make a good buy decision, but the sell decision is tougher. Portfolios are to create gain, but also to protect.
Gordon ReidGordon Reid
No
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N/A

Stock price when the opinion was issued

Transportation
PAST TOP PICK

United Rentals(URI-N)

Sep 30, 2020
(A Top Pick Sep 18/19, Up 43%) Low multiple. Strong free cash flow, around 12%. The US needs to spend money on its infrastructure. We may hear about it during the election, and this would benefit the company directly.
Gordon ReidGordon Reid
Owned
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$176.765

Stock price when the opinion was issued

Financial Services
DON'T BUY

Walt Disney Co.(DIS-N)

Sep 30, 2020
A lot of support for the stock price is because of Disney Plus, with a high degree of confidence that they'll take market share. Great brand, tremendous library, and good at what they do. Strong numbers, but issues surrounding parks, ABC franchise, sports. EPS is $2.50, expensive. Lots of promise. He'd buy sub-$90. Disney Plus is not enough reason alone to buy.
Gordon ReidGordon Reid
No
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$124.710

Stock price when the opinion was issued

entertainment services
BUY

Raytheon(RTX-N)

Sep 30, 2020
Wonderful promise, you just need patience. Held back because of commercial aerospace exposure. Longer term, as things start to normalize, this company has lots of legs. Ton of free cash flow, which should get back to the shareholder and further bolster the price.
Gordon ReidGordon Reid
Owned
Unlock Rating
$57.740

Stock price when the opinion was issued

Defense
DON'T BUY

United Parcel Services(UPS-N)

Sep 30, 2020

Whole sector has had a resurgence because of e-commerce. His first choice is FedEx because of international priority freight. A timely area.

Gordon ReidGordon Reid
No
Unlock Rating
$167.635

Stock price when the opinion was issued

Transportation

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