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Latest Stock Buy or Sell?

Today, Karen Firestone, CEO, Aureus Asset Management and Joe Terranova commented about whether AMD-Q, CME-Q, BKNG-Q, PYPL-Q are stocks to buy or sell.

COMMENT
There are opportunities in the market. The S&P could possibly re-test January's lows, but stocks already down 30-50% have already hit their lows. These aren't small companies, but big ones like PayPal and Cleveland Cliffs--you can find bargains among these names, punished because of disappointing guidance.
Unknown
BUY
Sells at 25x earnings and this has guided weak, more pessimistic than deserved. Shares are down 50% already, but she growth rate remains more than decent.
0
BUY
Great technicals now. They showed good bookings last year until Omicron hit them hard. But the credit card companies, even Citi, indicate signs of major travel spending in the next 6 months. Bookings' labour costs are low compared to service companies. She sees more than a 30% return over the coming year.
department stores
BUY
They reported a strong quarter. Volatility and rising rates helped them. 30% of their business is in interest-rate futures, which grew 50%. They have strong cash flow and pay a 4% dividend. They also have futures in Bitcoin.
Financial Services
COMMENT
His concern Monday was that Facebook's weakness would pull down other tech majors. Yields were rising to their highest levels since 2019. However Amazon Prime rose prices, but yesterday there was breadth in US markets, and this changed his mind. Mid- and smallcaps are outperforming, for example. International and EM markets are rising. The real enemy is time--the time when the Fed finally announces its hikes. Price damage happened in January, and now there will be a recovery, either V- or U-shaped. The breadth is there--agriculture, materials, financials. We could see a rally.
Unknown
BUY
Has been a good trading stock in the past year. He bought it Jan. 31 below $110. Yesterday, he added. He will use a stop at $116.75. AMD has further upside.
electrical / electronic
COMMENT
The other megacap tech stocks won't go down because of Facebook. He still holds a healthy amount of cash. We're in a trading range in the market, and you must be a stock-picker. Watch for fundamentals. He will buy on dips.
Unknown