WEAK BUY
Good quality stock that won't hurt you. Reasonable valuation, nice dividend. Bad news is everything is already built into the stock. Where's the growth past 2023? Not much upside. He'd add at $32-36, but not here at $44.
biotechnology / pharmaceutical
BUY
Very cheap. Investors are wary of the model going forward. History of accretive M&A. Looking at EV solutions. Decent dividend. You can buy more of it right now.
merchandising / lodging
COMMENT
How do companies such as banks get employee talent to move to big cities? We're in a changing world. Employers are embracing that people can work from anywhere. Working in person is important, as are having connection points. The virtual world is getting better and better.
Unknown
BUY on WEAKNESS
Stock's been very cheap for a long time. Underowned. Climbing the wall of worry. Don't buy now, as it's whippy. Dividend is safe. Good place to be if you like asset management. Valuations are really good, with probably more to go.
investment companies / funds
DON'T BUY
Nat gas stocks have done extremely well off the bottom. This one is pricier than others. Other names are more compelling, such as TOU, PEY, ARX, or AAV.
0
PAST TOP PICK
(A Top Pick Oct 08/20, Up 29%) Pretty washed out name last year, but low hanging fruit. Tripped up with higher rates, as it affected their hedge book. 15% growth with a 7 PE, decent dividend, growth in Asia, wealth management. Hold your nose and buy it. It will help your portfolio over time.
insurance
PAST TOP PICK
(A Top Pick Oct 08/20, Up 43%) Value stock left behind from rotation to tech. Supply chain issues, failed takeover. Still growing at 24%, 8x multiple. A place for investors right now. Poised for the EV trend.
Automotive