Advertising

Latest Stock Buy or Sell?

Today, Jenny Harrington, CEO, Gilman Hill Asset Management commented about whether AXA-N, JBLU-Q, UMPQ-Q, FISV-Q, IBM-N, PANW-N, FISV-Q are stocks to buy or sell.

BUY
It trades at a rational PE. Unlike high-PE peers like PayPal, shares are not plunging, but stable and flat, even on down days like today.
Financial Services
BUY
Buy tech? There's a big difference between Snowflake and Palo Alto. There will be volatility, but Palo Alto's moves will be fraction compared to the high-octane tech stocks (Docusign, Zoom, Lemonade). There's a big difference between them and Meta, Apple and Intel. You have to look at valuations.
0
BUY
IBM is flat, but pays a nearly 5% dividend. It trades at a fraction of the market multiple and high-octane tech stocks.
electrical / electronic
COMMENT
A hawkish Fed triggering a sell-off today, so sell? If you're fully invested and rely on income from your dividend stocks, you can't sell everything now. Consider your capital gains bill. If your time horizon is long, then keep holding and you'll be fine. Don't be cute by selling now just to avoid a 10% drop in the market if there's a recession.
Unknown
BUY
It trades at a rational valuation. Valuations and not stories count now.
Financial Services
BUY
Regional banks are a lot easier to understand than the big banks, which have international operations, investment banking, etc. Even if you read the reports, you can't totally understand the nuances of these banks. She got really burned in 2008 by big banks like Citi.
banks
BUY
She bought it last fall, knowing it was early, but she planned to be patient. The Spirit acquisition announced today should accrete. True, there may be regulatory headaches, but on the whole this deal makes Jet Blue stronger in 3, 5,10 years. Be patient.
0