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Latest Stock Buy or Sell?

Today, Joe Terranova commented about whether NDAQ-Q, FTNT-Q, ZM-Q, AAPL-Q, MSFT-Q, GOOG-Q, PTON-Q are stocks to buy or sell.

DON'T BUY
Investors are not pulling out because of rising inflation. Also, they have already factored in that the outcome of Omicron will ultimately be a good one for society, and that the Fed will respond by being more hawkish. That's why overall risk in the market is changing. Large- and mega-caps continue to generate a lot of free cash flow and boast strong balance sheets. Markets will continue to rise, but don't invest in the speculative parts of the market. Where's Peloton, Zoom, small-cap biotechs or the Ark Investing stocks? Hedge funds are moving away from them. Trade up in quality.
Consumer Products
BUY on WEAKNESS
Alphabet is up 68% this year, and MSFT and Apple also did very well. The S&P had its best return since 1990, but we won't see that in 2022, but rather more volatility. Alphabet has had such a dramatic catch up vs. other FAANGs, because Alphabet has embraced the Apple model of share buyback that's exceeded street expectations. The investor's edge is these megacap tech companies return of capital to shareholders. Maybe that's why Amazon has underperformed this year (no share buybacks). MSFT, Alphabet and Apple are his picks given this buyback reason.
Business Services
BUY on WEAKNESS
Alphabet is up 68% this year, and MSFT and Apple also did very well. The S&P had its best return since 1990, but we won't see that in 2022, but rather more volatility. Alphabet has had such a dramatic catch up vs. other FAANGs, because Alphabet has embraced the Apple model of share buyback that's exceeded street expectations. The investor's edge is these megacap tech companies return of capital to shareholders. Maybe that's why Amazon has underperformed this year (no share buybacks). MSFT, Alphabet and Apple are his picks given this buyback reason.
computer software / processing
BUY
Alphabet is up 68% this year, and MSFT and Apple also did very well. The S&P had its best return since 1990, but we won't see that in 2022, but rather more volatility. Alphabet has had such a dramatic catch up vs. other FAANGs, because Alphabet has embraced the Apple model of share buyback that's exceeded street expectations. The investor's edge is these megacap tech companies return of capital to shareholders. Maybe that's why Amazon has underperformed this year (no share buybacks). MSFT, Alphabet and Apple are his picks given this buyback reason.
electrical / electronic
DON'T BUY
Investors are not pulling out because of rising inflation. Also, they have already factored in that the outcome of Omicron will ultimately be a good one for society, and that the Fed will respond by being more hawkish. That's why overall risk in the market is changing. Large- and mega-caps continue to generate a lot of free cash flow and boast strong balance sheets. Markets will continue to rise, but don't invest in the speculative parts of the market. Where's Peloton, Zoom, small-cap biotechs or the Ark Investing stocks? Hedge funds are moving away from them. Trade up in quality.
Technology
PAST TOP PICK
(A Top Pick Jun 21/21, Up 53%) Look at their upcoming earnings report closely; see if they maintain revenue growth and grab more market share in cybersecurity. After a fantastic run, the valuation is getting a little rich. Don't buy it here. Wait and see about earnings. If those disappoint, take some profits.
Technology
PAST TOP PICK
(A Top Pick Jun 21/21, Up 16%) All the exchanges are a great way to gain exposure to increased exposure to equities, options and cryptos. He never bought NDAQ, but chose Interactive Brokers instead because of the latter's exposure to cryptos. Still recommends this along with CME and Interactive Brokers.
investment companies / funds