Latest Stock Buy or Sell?

Today, Shannon Saccocia, CIO, Boston Private and Jim Lebenthal commented about whether TWLO-N, ALK-Q, CLF-N, KMI-N, DIS-N, IQVIA-Q, IEMG-N, JPM-N, MLM-N, VLO-N are stocks to buy or sell.

BUY
Inflation-protection trades: energy (and materials). Both cyclical sectors are positively correlated to inflation. She also likes Martin Marietta given its heavy business in residential and non-res construction and a tailwind from Dems and Republicans to fix bridges and ports during supply-chain issues. Financials: JPM she likes, though they had a disappointing recent earnings, they do have a multi-faceted business. For more cyclicals, consider EM, namely IEMG.
E.T.F.'s
STRONG BUY
They work with life sciences companies to deliver a positive endpoints in trials through data and process enhancements.
Healthcare
BUY
Shares are popping today on strong earnings. You own this for the brand, and theme parks monetize that brand. For Disney+, you need new content, but not the parks. In fact, the parks have a lot of pricing power and will fund the content for Disney+. She needs to hear their strategy for ESPN.
entertainment services
COMMENT
Today's hot inflation number The market has already adjusted to the Fed's aggressive rate hikes to come, so the market is shrugging off today's hot inflation number. For markets to really fall, there needs to be an entirely different catalyst. There is one more CPI announcement before the March 15 Fed meeting when rates are expected to rise, probably by 0.25% and not 0.5%. Even then, markets may not dive on that March hike, because it's been baked in already. Also, profits are growing. The market is likely to rip higher on March 16 after that meeting and expected hike.
Unknown
BUY
An inflation-protection trade: Energy is the obvious play. Kinder Morgan is a laggard in energy, though not directly tied to oil prices, but will benefit during this rally. Also likes Cleveland-Cliffs which reports tomorrow. Down from highs, but still very high and lifted by high steel prices. Upside here as the economy expands. Alaska Air. Costs are up, but airline are good at passing on costs to customers. People will come out of hibernation to fly, so demand is up.
pipelines
BUY
An inflation-protection trade: Energy is the obvious play. Kinder Morgan is a laggard in energy, though not directly tied to oil prices, but will benefit during this rally. Also likes Cleveland-Cliffs which reports tomorrow. Down from highs, but still very high and lifted by high steel prices. Upside here as the economy expands. Alaska Air. Costs are up, but airline are good at passing on costs to customers. People will come out of hibernation to fly, so demand is up.
steel
BUY
An inflation-protection trade: Energy is the obvious play. Kinder Morgan is a laggard in energy, though not directly tied to oil prices, but will benefit during this rally. Also likes Cleveland-Cliffs which reports tomorrow. Down from highs, but still very high and lifted by high steel prices. Upside here as the economy expands. Alaska Air. Costs are up, but airline are good at passing on costs to customers. People will come out of hibernation to fly, so demand is up.
Transportation