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Latest Stock Buy or Sell?

Today, Shannon Saccocia, CIO, Boston Private and Jim Lebenthal commented about whether QCOM-Q, CLF-N, MSFT-Q, CASH-Q, PYPL-Q, TWLO-N, ADBE-Q, DHR-N, SCHW-N, TDOC-N are stocks to buy or sell.

BUY on WEAKNESS
We will likely see more growth in healthcare, namely in rural areas, so TDOC is positioned well. But this stock will be pressured in coming months, because of its high PE. If you enter any high-PE stock, buy just a partial position then add on volatility. TDOC is down 28% from its high.
Healthcare
COMMENT
2022 sector outlook Concerned about Q1-2022. She predicts a rotation from growth into cyclical in 2022. Look outside the U.S. for cyclical exposure. Be ready to step in during pullbacks. She expects positive returns in 2022, but not as high as 2021.
Unknown
BUY
Retails investors who are pre- and current retirement will be tailwinds for Schwab. Will also benefit from the yield spread. Financial services as a whole will improve. She's bullish banks.
investment companies / funds
PARTIAL SELL
Likes the life sciences and diagnostics exposure here. DHR is a serial acquirer, starting to divest businesses. You can take some profits and buy Stryker.
machinery
BUY on WEAKNESS
Digital content will be kind. Buy on a Q1 pullback to add to your position. A favourite for 2022.
computer software / processing
BUY on WEAKNESS
He's buying nothing now, but would add to Twilio or PayPal (owns both), and would add in Q1 on pullbacks. First, he wants to see how interest rates move (or not) in Q1. He expects rates to slowly march higher. Also, he needs to see what happens to Covid to see if they knock down the cyclicals. He's a market seller, not a buyer now.
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BUY on WEAKNESS
He's buying nothing now, but would add to Twilio or PayPal (owns both), and would add in Q1 on pullbacks. First, he wants to see how interest rates move (or not) in Q1. He expects rates to slowly march higher. Also, he needs to see what happens to Covid to see if they knock down the cyclicals. He's a market seller, not a buyer now.
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