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BUY
BUY
He expects a great report from them on Thursday, because their snack business given them more consumer exposure than Coke has. Their last quarter was fine, but the market yawn from being bored with consumer staples. He bets their business is accelerating.
food processing
COMMENT
In late-2019, a new CEO arrive to turn things around by spinning off the so-so consumer business and making small acquisitions. However, Covid hit them hard, and their vaccine development has disappointed. Reported a solid quarter this morning with a slight revenue miss, but strong earnings beat and bullish guidance for 2021. The stock rose 2%. Will it get its groove back?
Pharma & Healthcare
RISKY
A speculative stock in medical devices. It's not Medtronic. True, it has real revenues, though not growing as fast as he'd like. It is a decent spec.
medical services
WAIT
They were the poster child of the perfect Covid stock in 2020, but what happens when we return to normal? Will demand still be there? Add to that supply delays in west coast ports to meet current demand. The stock was hammered today, despite a strong earnings and revenues report. He really doesn't know yet what will happen to this stock.
Consumer Products
WAIT
They just delivered 26% organic growth, but they won't meet demand for wipes until the end of the year. What happens to this stock when we return to normal? Will hygiene habits endure? Will demand still be there? He really doesn't know yet. Maybe they can still sell a lot of wipes, but it may not be enough to move the needle.
misc consumer products
Videogames are a sector on fire. If GameStop was smart, they would've bought Zynga last week. This reports Wednesday.