Latest Stock Buy or Sell?

Today, Bryn Talkington and Michael Farr, president, Farr, Miller & Washington commented about whether DIS-N, AMZN-Q, GOOG-Q, META-Q, XLV-N, AMD-Q, META-Q, XLE-N are stocks to buy or sell.

COMMENT
The market is reacting positively to Powell's comments today: the Fed has a blunt tool to raise rates and yet start quantitative tightening--two things that haven't come together before as the economy slows or maybe stalls. We are in uncharted territory for a few quarters. We are in purgatory.
Unknown
WATCH
She's watching it. This and Nvidia are best in class, run by fine managers. This current market offers buying opportunities. They will have long runways for years.
electrical / electronic
BUY
Healthcare thrives when economies slow.
E.T.F.'s
BUY
They monetized their online presence--ads have been a huge driver. And they've shifted into Reels. Meta has many more ways to monetize. Don't trade this, but invest at 13x earnings. He's confident Meta can monetize their big user base, but will need time to do it.
0
PARTIAL SELL
He trimmed Alphabet to add to his Disney shares. Alphabet had a great 2021, for instance.
Business Services
BUY
He just entered this down 45% from its highs. Their cloud and ad businesses is fabulous. Retail is not so fabulous. But at 14x enterprise value to EBITDA is the lowest in a long time. Yes, Amazon could still go lower, but he could add more shares.
specialty stores
COMMENT
semiconductors He owns no semis, because they are a commodity and we are in a declining economy. Earnings can grow more reliably and strongly elsewhere. You have to time your entry into semis perfectly.
Unknown