Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Paul Harris, CFA commented about whether META, COST, ZTS, ARKK, MSFT, AXP, MA, V, MFC.TO, AMADY, RY.TO, DIS, QQQ, JMHLY, CKP, BABA, ACO.X.TO, IFC.TO are stocks to buy or sell.

PAST TOP PICK
(A Top Pick Feb 06/20, Down 11%) Spanish company. A booking company, and a software provider. Personal travel should come back quite quickly. Cut dividend, issued debt and equity to help balance sheet. Lots of liquidity. Strong management, and this is what makes the difference compared to competitors.
BUY
People were worried about low interest rates and asset write downs. These haven't happened. Diversified business model. Environment is very strong for them, especially in Asia. Expects dividend increases. Not an expensive price to book value.
BUY

V vs. MA vs. AXP Likes the story of both V and MA. They take no credit risk, just a tollbooth. American Express is very different, as they do take on risk. We're going to a cashless society. Great growth businesses, little capital expenditure. Lots of growth yet in Asia. Once travel starts up again, V numbers should pick up.

BUY

MA vs. V vs. AXP Likes the story of both V and MA. They take no credit risk, just a tollbooth. American Express is very different, as they do take on risk. We're going to a cashless society. Great growth businesses, little capital expenditure. V has lots of growth yet in Asia. Once travel starts up again, V numbers should pick up.

DON'T BUY

AXP vs. V vs. MA Likes the story of both V and MA. They take no credit risk, just a tollbooth. American Express is very different, as they do take on risk. We're going to a cashless society. Great growth businesses, little capital expenditure. V has lots of growth yet in Asia. Once travel starts up again, V numbers should pick up.

BUY
Great success story. Continues to like it and would buy it here. You could trim if it's overweight in your portfolio, but never sell the whole thing. Cloud computing will continue to grow substantially. Long runway. A lot of their products can benefit from intersecting with AI, VR, internet of things.
COMMENT
Large positions in small companies. Very interesting time in biotech. This fund produced unbelievable numbers in the last year. You need to look at this with a long time horizon. The fund manager's mindset impedes her ability to put new cash to work. The top 10 holdings are very similar.
TOP PICK
Animal care plus livestock. Livestock is not growing as quickly as last year, but will as protein consumption grows in developing countries. Pet business really strong this year. Drugs come to market sooner, and not many generics. Great demographic and growth story. Yield is 0.67%. (Analysts’ price target is $186.31)
TOP PICK
Benefited from pandemic. Membership fees growth. Signature product continues to grow. Not just a pandemic story. Yield is 0.87%. (Analysts’ price target is $394.13)
TOP PICK
Trades at 26x earnings. Strong user base. Under levered. Instagram can still be monetized. Lots of free cash. Sees great growth in revenue produced per user in Europe and underdeveloped areas of the world, which will benefit free cashflow. No dividend. (Analysts’ price target is $335.11)