Latest Stock Buy or Sell? Make More Informed Decisions!
Today, David Fingold and Jim Cramer - Mad Money commented about whether BABA-N, SMG-N, SNAP-N, NUE-N, MRVL-Q, HON-N, BROS-N, KMB-N, EBAY-Q, CVX-N, LLY-N, BRK.B-N, V-N, MSFT-Q, TOELY, NVDA-Q, TSM-N, 6861-JP, SKFOF-OTC, META-Q, ABT-N, 7741-JP, ESLT-Q, BKNG-Q, BMY-N, ABBV-N are stocks to buy or sell.
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PAST TOP PICK
(A Top Pick Jan 13/21, Up 13%) A producer of construction chemicals and adhesives. Still has strong returns and operating margins. Its products are high quality and help other companies with what they produce. Is in the process of making an acquisition. Is the beneficiary of infrastructure spending.
INDUSTRIAL PRODUCTS
PAST TOP PICK
(A Top Pick Jan 13/21, Down 4%) It's an excellent company but stock hasn't done well. Possibly because investors are worried about Taiwan. Also some concern over whether we have seen the peak of the semi-conductor cycle. Can chip production grow from past peak. Largest name in emerging markets which also hold Russian equities. If holders in these markets want to raise money they may not be able to sell Russian companies and one to consider may be TSM, being the largest.
electrical
electronic
BUY
Owns quite a bit. Price increases with inflation shouldn't hold the buyers back. One of few global cloud platforms that allow small and mid-sized software companies to develop software, display it into the cloud and provide it to clients globally. This is a base of recurring revenue. The media and our emotions are making too much of rising interest rates and their relation to tech. Tech can improve even with rising rates.
computer software
processing
TOP PICK
Primary commercial property and casualty insurance. One of largest providers of re-insurance in world. Owns Burlington Northern Railroad. An improving economy is good for railroads. Exposure to agriculture, mining and forestry. Has large cash position and therefore ability to make large acquisitions and buy back stock. Owns several industrial businesses. Buy 1 Hold 2 Sell 0
insurance
TOP PICK
An integrated oil company and well positioned with exposure to refining and chemicals. These will give more consistent profitability and cash flow. No exposure to Russia. Good environmental and safety record. Has a strong balance sheet and consistently returns capital to shareholders. Good growth prospects over 10 years. Has restarted a project to build a gas pipeline to bring Israeli and potentially Egyptian gas to Europe. Could be part of the solution to Europe's reliance on Russia for gas supplies. Buy 10 Hold 11 Sell 2
integrated oils
COMMENT
Another sell-off today, and market outlook Today we saw the death cross in addition to Russia' bloody invasion, higher interest rates, supply chain woes and inflation. It's a terrible market, but he is looking at the positive. Health, energy and consumer products are sectors to buy. He can see energy doubling its 4% slice of the S&P. Also look at time: be patient and look past this very troubling time; the bottom could come sooner than you think.
