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Today, Gordon Reid commented about whether LZB-N, LEN-N, AAPL-Q, ABBV-N, MSFT-Q, GILD-Q, WMT-N, META-Q, EME-N, CSCO-Q, SBUX-Q, CVS-N, JNJ-N, INTC-Q, UNH-N, SQ-N are stocks to buy or sell.

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COMMENT

The past months have taught investors to be more humble. The market must be more correlated with the mainstream. The hurt in the economy should be reflected in the market. Markets are forward looking vehicles and if they can snip out a solution, it will price this in. The bottom-line is with the humbleness, there is a need to not try to time the market, and to take a balanced view for the long-term. Evaluate your risk profile by including hedging and off-sets like fixed income or gold. Look at it holistically.

COMMENT

When you see the pricing mechanism of the market, it gives a lot of credit to visibility and predictability. The market is moving closer to that clarity. The US election is coming up, and a lot of people are waiting on that. The market goes up most of the time though. Economic engine is pushing for growth. One's primary position in the equity market should be invested.

DON'T BUY

They have made a very big impression through their cash-app. It gives users the ability to transact smaller amounts. No one wants to touch cash during COVID which has helped them do well. The POS side of the business has not done as well, but the stock has still done well. A great deal of the benefit of the future is already priced in. Many of the fintech stocks are a little over-valued.

BUY

This stock should skate through a change in administration or even another Trump term. Americans are quite happy with private healthcare solutions. 180M Americans have some sort of private health. 75% are happy with this so it would probably not be disrupted in a large way. He prefers Anthem but there is no problem with UNH.

DON'T BUY

It is a value trap and Intel has been a serial disappointer. The report from last night stated their data centre business continues to deteriorate. They are getting beaten by their competitor, notably AMD. Stay clear of Intel.

DON'T BUY

One of the companies going through a vaccine trial. They were in the news recently because they had to pause trials due to an illness in a test participant. However, it is not just about the vaccine. They have consumer, pharma and medical device. There is still litigation list from the talc issue. It trades at 15x earnings, which is reasonable but it does take into account vulnerabilities. He prefers BDX.

BUY

He likes CVS a lot fundamentally and also on a valuation basis. The company is vertically integrating. They most recently bought an insurer and also introduced a good partial solution to costly healthcare solutions. The HealthHub gives access to a nurse partitioner who can prescribe medical treatment. There is a long run-way in this regard. They trade at less than 10x earnings with a good dividend. There is some execution risk.

COMMENT

A compelling stock with a good business plan. They have built their franchise well in North America and China. The valuation is very expensive and that has always stopped him. There are more compelling valuations.

BUY ON WEAKNESS

They may not do well in the work-at-home space. This space demands more and more bandwidth and dispersion is greater. Cisco Webex is a competitor to Microsoft Teams. The average ticket for their product is very high and board members are reticent of spending. Once we see more clarity for after the pandemic, it will do well. He believes in the leadership team.

PAST TOP PICK

(A Top Pick Oct 17/19, Down 20%) An industrial services company for major projects. They provide services in hydraulics, electrical, communications, etc. With the economy slowing down and projects being differed, it has stalled. Once infrastructure programs begin, if a Democratic administration takes over, they are well positioned.

PAST TOP PICK

(A Top Pick Oct 17/19, Up 47%) The stock has done very well. DOJ action does not seem to affect these stocks. These companies are core needs within our society and is the backbone of what we do. In whatever form, these will be successful. Facebook counts 1/3 of the world population as a monthly active user. The fundamentals are also rising so valuations are not getting stretched.

PAST TOP PICK

(A Top Pick Oct 17/19, Up 21%) He has sold it on a valuation basis. 56% of their revenues comes from groceries, which is a low margin business, which does not justify trading at high 20 multiples. It is a stretch. The company has done everything you expect, but the valuation did not make sense so they took their profit.

DON'T BUY

It has had a spotty history. It gained wide acknowledgement from their Hep C drug. The stock traded at an expanded multiple. The difficulty was that it was a solution and not a treatment, which means there is a terminal value. This is great for society but not for a business. They made acquisitions in the oncology department which hasn't done much since. It is an iteration for the company and not an embedded value.

DON'T BUY

A great company that has reinvented themselves since going public in the mid 80s. Their software and products as well as their cloud offering has done well. Gaming has been going well too through their Xbox console. A well-managed company. Their valuation is in the mid 30s price to earnings. Earnings increase in the future are largely priced in already so he would look elsewhere.

BUY

Likes it. A spin-off of Abbott Labs. They have made a purchase of Allergan that diluted the concentration of Humira. The company will get its legs so buy it and be patient.

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Latest Stock Buy or Sell? Make More Informed Decisions!

A Comment -- General Comments From an Expert(A Commentary)

A Comment -- General Comments From an Expert(A Commentary)

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