BUY
If we're heading to the end of Covid, travel stocks like this are definite buys.
BUY
It can't be much longer before China ends its grounding of the 737 Max. He seeks a big move up coming, so buy now.
DON'T BUY
Not a fan. They should have evolved beyond offering only Canada Goose coats by now.
DON'T BUY
Would be a buy if they didn't have debt--a ton of it.
DON'T BUY
Down 44% in the last 6 months. Suffers from too much interference from the Chinese government.
STRONG BUY
As the Fed is about to raise interest rates, buy companies that make real, concrete things. This includes pharmas. Since he started buying this in October, it's rallied. It's up 58% YTD. Last week, it held an investor day and soared 10% in one day, but then pulled back. Why he likes it? Their drug pipeline is the best in the industry. They spend a lot on R&D. In 2014, LLY that began delivering20 new drugs to the market. Seven could do north of $3 billion in sales, or 58% of company revenues. They won't lost patent protection for several years. Obesity, dementia and RNA-based drugs are their three main areas of focus. The first two are large (and sadly growing) markets. Their Alzheimer's drug data has been stronger than Biogen's. 2022 will see (likely, he feels) approval of these two drugs and could amount to $10-15 billion in sales. Great managers. Operating margin has leapt from 20.7% to 30%; managers predict rising to 35%. Their 2022 outlook is bullish with rising EPS. Plans to raise dividends and buyback shares in the future. R&D spending results in high results (revenues). Oncology is another area of strength.
DON'T BUY
Isn't recommending any cannabis stock, which need federal government approval of weed to rise.
BUY
America's 2nd-highest payroll processor which thrives when the employment is strong, like now. Today, they reported a blow-out quarter: an 11-cent earnings beat above 80-cents; beat sales, which are 13% YOY; and raised their full-year forecast for the second straight quarter from 10-12% to 18-20% for 2022. Shares exploded 5% today. This can run higher. It has a habit of reporting strong numbers, then shares sell-off, but not this time.
COMMENT
In assisted living, he would buy Ventas, but too many things can go wrong with this entire sector due to Omicron, so he wouldn't touch the sector right now.
WEAK BUY
He likes Schwab, but MS' PE is half and he prefers that.
BUY
He likes Schwab, but MS' PE is half and he prefers that.
DON'T BUY
It's gotta make money. If not, he can't recommend it.
BUY
It makes money, rare in the EV space, and pays a 2% dividend yield.
BUY
The home office is here to stay It transitioned the best among retailers, and shares have fallen from its high. Professional workers from home will furnish their home offices with furnishings bought from here.
BUY
The home office is here to stay It had a monster quarter, but down so much since then. Similar to WSM. He expects this to roar back to ride the work-from-home trend.