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Latest Stock Buy or Sell?

Today, Josh Brown, CEO, Ritholtz Wealth Management and Shannon Saccocia, CIO, Boston Private commented about whether AMZN-Q, HD-N, DKNG-Q, SHAK-N, AMZN-Q are stocks to buy or sell.

COMMENT
The big picture is the sway that options trading has over this market. The 2 days, day before and day of options expiration sees jarring market moves. It happens every week during this earning season. Company fundamentals aren't important in comparison. That's why we're not out of this bear market yet. A stock can fall 30% or 50% from its peak, but nothing fundamental has changed with the company or stock.
Unknown
BUY
Yes, the stock is underpriced. Amazon is worth $5,000 a share, but will it go there? How do you place a multiple on their cloud business alone? Is AWS worth a third of Amazon's market cap? There are so many moving parts here. Also, Amazon's logistics network rivals any courier--how do you value that? And does the market care? Earnings have soared at Amazon, but the market hasn't reacted to raise shares. He'd love to see a re-rating, but doubts it'll happen anytime soon.
specialty stores
BUY
Down today on weak guidance. This was going to be down no matter what, because now no stock is going up despite earnings. If someone is selling a stock because of Omicron, it's stupid. The pandemic won't last forever. The brand value alone is worth half its market cap. Today's drop is not meaningful. He's long. There's a bright future ahead, global, larger with digital/online ordering. Loves the company.
food services
COMMENT
If Russia invades Ukraine, what's the impact on markets? Stocks fell 3% after Pearl Harbour but recovered all that in one month. Historically, stocks rally within a week or so in conflicts that the US had direct involvement. In 2014, there was a volatility spike in the Russia-Crimea conflict. If Russia invades Ukraine, it won't be a fun day, but the market will digest it. History shows that the market reacts in a mixed way and it's not necessarily negative.
Unknown
COMMENT
There are concerns with their marketing costs. It has positioned very well in every US state to legalize sports business. A good business, but there are too many players.
Technology
COMMENT
What could happen this long weekend to impact Tuesday's trade? She's most concerned with two periods. The next six weeks see ongoing inflation and Fed concerns, the reset of high valuation stocks and Russian military conflict against Ukraine. 12 months out: nobody cares about that now, just the present. Bonds didn't protect stocks in January and cash doesn't help against inflation. She has a balance between cyclicals and high-growth tech, as well as an interest in international stocks. The second half of 2022 will be much different (better) from 2022 to-date.
Unknown
BUY
Loves its closeness to the housing market and their e-commerce platform is great. It reports next week.
specialty stores