Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Stan Wong commented about whether VVL-T, SHEL-N, MFC-T, PG-N, AMZN-Q, GOOG-Q, UPS-N, FDX-N, BCE-T, ZWU-T, PFE-N, AC-T, TSLA-Q, NVDA-Q, GM-N, RTX-N, YUMC-N, PRU-N, MXI-N, META-Q, BABA-N, HD-N, COST-Q, MS-N, ADBE-Q, MA-N, V-N, XEI-T are stocks to buy or sell.
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PAST TOP PICK
(A Top Pick Feb 25/21, Down 17%) Caught in regulatory shift. Building new stores. Hampered by massive lockdowns. As Covid recedes, it will benefit. Long-term demographics remain favourable. Rising disposable income, young population, and longer working hours for urbanites should increase restaurant spending. 14-15% long-term earnings growth. China is tricky, so for new clients, he's taking only partial positions.
food processing
COMMENT
Investing on geopolitical events. Don't buy something just because of what's happening in the world today, because those reasons may go away in short order. Same as you don't want to sell everything and go to cash today. You want to look for names that are good quality for the next 12-18 months. For example, maybe some travel names are down that you can take advantage of. He wouldn't buy defense contractors, consumer staples or gold today. Geopolitical events don't have a meaningful or lasting impact on the market. You want to take advantage of the fears in the market, but not invest in things that have responded quickly to geopolitical events.
BUY
Fine to hold great quality names like this one. If the weighting gets too big, trim. Firing on all cylinders. Down 40% from highs because of rotation. Around 200-day MA, so it could move higher, but lots of volatility. If you need a tech name in your portfolio, he'd recommend it.
computer software
processing
HOLD
Suffered recently a bit, as shine from Covid has worn off. Great defensive growth name. Likes healthcare in general. Don't sell it to buy LLY, but nothing against LLY. Trades at 6x forward earnings. Great cardio drug that could be a gamechanger, strong pipeline. Yield is 3.5%.
biotechnology
pharmaceutical
DON'T BUY
Longer-term 200-day MA trendline has been falling, and the share price is below that. Challenged by rising wages and labour market constraints. Struggling to improve ground express margins. Historical earnings growth of 6%. UPS has done much better with 14% growth, better technicals, better growth rate, better chart.
Transportation
