Daily Stock Opinions and Ratings

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Today, Stephen Weiss, Founder, Short Hills Capital Partners and Jenny Harrington, CEO, Gilman Hill Asset Management commented about whether LUMN-N, AMBP-Q, DVN-N, ZM-Q, CODI-Q, SPY-N, DKS-N, PDD-Q, GXO-N, META-Q are stocks to buy or sell.

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COMMENT

Hold cash He doesn't see a turnaround, but we are due for a short-term rally. Sentiment is bearish. He expects inflation to stay stubbornly high, given the war in Ukraine and supply chain issues. Today's jobs report with wages rising 5% was amazing, but inflation is 8%. You can sell the market on pops. Until the market rolls over, he isn't buying.

DON'T BUY

Meta has been decimated by Apple's policies. And they're in an investing mood, so there's less cash. Also, the consumer is living paycheque to paycheque where costs have outpaced wage raises.

COMMENT

GXO blew out top and bottom line numbers yesterday, growing like a weed and their raised their forecast. Shares went up yesterday and yet are down 5% today. Earnings don't matter--we're in a bear market.

DON'T BUY

Pinduo is still growing, but it has slowed. You want to own a company that will be de-listed in a year and a half?

SELL

He sold Dick's Sporting Goods because it keep bleeding. It round-tripped for him. He sees the consumer losing spending power due to high inflation.

DON'T BUY

She is handpicking stocks in this bear market. Choose individual stocks. It's hard work--read the reports and listen to the calls, but it pays off. Don't buy the SPY, but would own the stocks in that ETF.

BUY

It reported last night. They have consumer and industrial businesses. They beat earnings, raised guidance, trading around 15x PE, pay a 4.7% dividend. A great company to buy now. Point is, earnings can actually go up in this environment.

DON'T BUY

If you say growth/tech stock are trading 90% below retail highs and are now worth buying, you're wrong to expect stocks like this to return to past levels. Change strategy, sectors and stocks.

BUY

Devon is up 160% in the past year. The E&P companies are pricing maybe $65-75 oil, so as long as oil stays elevated they are minting cash. Yes, ESG pressures will cap what they can produce long term. So, they're making what they can now and paying that out to shareholders. It's still not expensive.

BUY

Ardagh is a small aluminum can company, the third largest in the world. It is down 30% in the past year. Has a SPAC structure which investors hate. And yet they just announced a dividend of 10 cents/share. In 2023, they will earn 55 cents/share and will return cash to shareholders.

BUY

Trades at a huge discount to their private market value. They reported yesterday which were totally fine. Pays a 9% dividend.

COMMENT

He has sold most of his stocks to take option positions, totalling $2.5 million. between now and June. He has only 1.5 months to participate in the market. Do I go back into those names as stocks or not? Energy, he expects to go much higher when China returns online. The VIX is hitting highs today, so there could be a bottom soon. After breaking 4,100 on the S&P today, could 3,800 be the next level?

BUY

Options He loves energy. Options traders are buying the June 45 calls at $37.40. Too far out for him, so he's buying at the money. He loves the target.

BUY

options The stock is at $18.50. Traders are buying 8,500 May 27 22 calls.

BUY

options People are betting on a bit of comeback by buying the May 146 calls trading at $141.50.

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