Today, Stan Wong and Jim Cramer - Mad Money commented about whether ET-N, CSCO-Q, HAL-N, TGTX-Q, ZTS-N, LEV-N, META-Q, OLLI-Q, TWTR-N, AMD-Q, WFC-N, SPG-N, BABA-N, BCE-T, INTC-Q, L-T, FDX-N, XRE-T, ZEM-T, GOOG-Q, META-Q, SBUX-Q, MRK-N, BKNG-Q, AC-T, WMT-N, GWO-T, MFC-T, DOL-T, IBM-N, TDOC-N, TSLA-Q, XEI-T are stocks to buy or sell.
Revenue growth will continue to be strong. Will benefit from more and more digital advertising. If he had to choose this or Facebook, he'd choose FB, but it's close.
Stock's underperformed for a while. Prefers Costco to all the food retailers. Not a big buyer of consumer staples right now. In a recovery, you want to focus on cyclicals. Covid costs have hit grocery stores.
Stock's responding to news of new CEO. But, stock has underperformed. Manufacturing challenges, increased competition. Revenue growth seems flat. He owns Nvidia and Taiwan Semiconductor, so you could look at those.
He was wrong to get cold feet with this, but the entire segment (i.e. Dollar Tree) is doing well.
One of his top holdings. Not expensive. 24x earnings for 20-25% growth. Will benefit from long-term secular trend of more digital ads. Regulatory risks won't have a meaningful impact on earnings. If he had to choose between this and Google, he'd choose FB by a hair.