Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Shane Obata commented about whether ASML-Q, COST-Q, GOOG-Q, PLD-N, AMD-Q, GOOG-Q, TSLA-Q, ATVI-Q, MELI-Q, BTI-N, INTC-Q, KL-T, AAPL-Q, GILD-Q, TDOC-N, CHL-N are stocks to buy or sell.

COMMENT
He is not overly concerned over the recent price action. It is probably pre-election jitters and worries over tech due to the NASDAQ peaking early September. The correction is healthy. It does not change the long-term perspective and his optimism for equities.
COMMENT
It's difficult to say whether the global economy will be back to normal in the next 2 years. There were secular trends that were accelerated by covid, that has helped the market. There is an element of safety there, despite these companies being growthy companies. E-commerce, and other trends will not slow down.
COMMENT
Theme parks and cinemas, looking at the data from China, has not come back to normal. If people feel safe to go back, it could go back to how it was before, but people have now developed habits they may keep even when this is all done.
DON'T BUY

A name that they have looked at over time. It is a stock that has not done much for a long time. China is a big market, and it should benefit from 5g rollout but it has not been reflected in the stock price. There are safer investments elsewhere, such as Verizon.

BUY
It has been a winner so far, despite some pullback recently. It is part of the thematic play that has been accelerated by covid. There are a lot of instances where it is more practical for the practitioner and the client to consult through telemedicine. Adoption will continue to rise over time.
WATCH
Likes the story. It has been frustrating since they like the story but the stock price has not reflected this. He thinks it is still undervalued. The core HIV franchise is stable and growing which gives good stability.
BUY ON WEAKNESS
The valuation is still high and it is not cheap. It is a long-term winner. The numbers from the report were still good. Despite a decline in iPhone sales, he believes we will see a pickup in sales next year. The iPhone is no longer the sole driver, with other parts of the business growing at 25% yoy. They are innovating in the wearables and service side of the business.
DON'T BUY

Likes gold. The environment is favourable for gold, where interest rates are staying low for at least a couple years. We have come off recent highs but we are up on the year. So long as real interest rates stay low, it is good. Barrick or Franco-Nevada, the big-cap names, would be his choice.

DON'T BUY

The issues is that the market has been challenging for them. Their recent results were horrendous. Data centres are not doing well, and this was their bright spot. AMD reported great numbers, so it is the company that is not preforming. AMD is also ahead of Intel for technology and they will probably erode marketshare from Intel.

DON'T BUY
The tobacco space looks cheap but there is a secular overhang. They are highly profitable but eventually, tobacco sales will disappear. ESG is also a force. Institutional investors may not be able to own this.
PARTIAL BUY

Purchased it recently in one of his funds. It is the latin-american version of Amazon. Their operations focus in Brazil, Argentina and Mexico. E-commerce will continue to grow, and it is a good way to get exposure in an area that is not typically on investor's radar. It is expensive, but it may always be expensive.

BUY
Likes it in the video game space. Gaming has been resilient over time. It is expected to continue to do well. Long-term it should do well, with very strong franchises like Call of Duty. One of his favourite companies in the space.
BUY
It is very interesting to see such a divisive stock. Elon Musk is clearly a genius. He recently initiated a position. Likes the story. 100% built to make electric vehicles, which is different from how their competitors are set up. They also have no marketing budget since the man is free marketing. Over-the-air software updates are very interesting. EV will continue to grow.
TOP PICK
Still a good buy for the long-term. They have a great eco-system that provides value to customers. Google is still an important part of the e-commerce system. 50% of searches for products begin on Google. 1/3 are still on Google to compare prices. (Analysts’ price target is $1871.26)
TOP PICK
It will continue to take marketshare from Intel in the CPU space. They have the best technology. Gaming PCs, embedded data centres and other industry marketshare are growing. Lots of room for growth. (Analysts’ price target is $88.31)