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Signal
Opinion
Expert
BUY
BUY
November 13, 2020
He prefers Wynn Resorts (very well-run), but both will benefit from a Biden presidency and warmer US relations with China.
He prefers Wynn Resorts (very well-run), but both will benefit from a Biden presidency and warmer US relations with China.
BUY
BUY
November 13, 2020
Defence stocks under Biden Defence does well under either Democrats or Republicans, so Biden shouldn't be a worry. LMT has a fine CEO, though he didn't speak about the space division during the last conference call which worries him. He prefers L3Harris though.
DON'T BUY
DON'T BUY
November 13, 2020
He recommends only Norwegian, because they have enough cash to sustain them. Carnival, no. He understands that bottom-feeders want to pick up the cruiselines now.
Show full opinionHide full opinionHe recommends only Norwegian, because they have enough cash to sustain them. Carnival, no. He understands that bottom-feeders want to pick up the cruiselines now.
DON'T BUY
DON'T BUY
November 13, 2020
Covid could be a great long-term opportunity for TJX, because they buy clothes and other products from distressed merchants, but short-term he doesn't see many customers, because they don't sell essential, must-have items during this pandemic. He expects a disappointing quarter. They report next week.
Show full opinionHide full opinionCovid could be a great long-term opportunity for TJX, because they buy clothes and other products from distressed merchants, but short-term he doesn't see many customers, because they don't sell essential, must-have items during this pandemic. He expects a disappointing quarter. They report next week.
