Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Gordon Reid and Stockchase Insights commented about whether IWO, TFII.TO, ENGH.TO, LZB, LEN, AAPL, ABBV, MSFT, GILD, WMT, META, EME, CSCO, SBUX, CVS, JNJ, INTC, UNH, SQ are stocks to buy or sell.

TOP PICK
He has owned this for his clients for 15 years. It has done extremely well. They have trimmed it a number of times. You do not want one company to dominate a portfolio. A few weeks ago, it popped higher than their limitation band so he trimmed it. However, he still very much likes it. Expanding its service offering is very positive for its stable earning. (Analysts’ price target is $121.78)
TOP PICK
Low mortgage rates and a want to move to less dense housing has been a tailwind for home builders. Financing is quite cheap and there is a real issue with supply. Demand outstrips supply. (Analysts’ price target is $87.78)
TOP PICK
A company that has stayed up with the times. It is a derivative play on home builders. People will be buying more furniture. It trades at a 15x 2021 estimates. They are building their e-commerce offering. There is a lot of demand for furnishing that they will profit from. (Analysts’ price target is $41.00)
COMMENT

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. We could see some tax loss selling in US tech stocks, especially come January. However, the volatility should be fairly short lived. If you hold these stocks long, there is no reason to worry and investors should just ride it out. Unlock Premium - Try 5i Free

BUY ON WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock pulled back for no particular reason today despite positive news. The drop only takes the stock back to September only and the volume was as usual. Unlock Premium - Try 5i Free

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The stock currently trades at a 18x earnings, which is not too cheap. However, the growth rate is improving and logistics is becoming less cyclical. Earnings also beat expectations by 32% with a recent dividend boost. Unlock Premium - Try 5i Free

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. The ETF offers low cost and instant diversification. It is also a growth oriented ETF with US exposure. Unlock Premium - Try 5i Free

BUY
Contrary to what the market think, Otis is not a stimulus play. Rather Otis is levered more to Chinese elevator maintainance rather than American elevator construction. If Biden wins, then China-US tensions will relax and help Otis attract Chinese business.
BUY
An auto-intensive semiconductor-maker. A good tailwind is that we're now in an auto boom, because Covid has scared people from taking mass transit and rather to buy more cars.
BUY

TWLO is richly valued. It's a software company that helps app developers connect with customers. It's up 175% in the last 6 months. When Lyft or Airbnb sends you a text, Twilio makes money.

BUY
Some feel the stock has run too much, but he feels it's a teflon stock. CAT will benefit from better relations with China, if Biden wins. You can hedge your bets by buying before and after they report Tuesday.
BUY
He expects them to report excellent numbers on Tuesday. The CEO is excellent. Their problem is that they have business than they can handle.
BUY

Their big competitor, Intel, disappointed with their report, but he expects AMD to blow away when it reports next week. Xilinx wants AMD to pay a big premium as AMD buys, it, but he doesn't think AMD's CEO (whom he admires) will accept that.

BUY

E-commerce is on fire and the CEO used to run Home Depot. It reports Wednesday. He has faith in the new CEO.

DON'T BUY
GE has solid wind and healthcare businesses, but these alone are not enough to buy this yet. Give it another another quarter before looking at this. GE reports next week.