Latest Stock Buy or Sell?

Today, Jim Lebenthal and Shannon Saccocia, CIO, Boston Private commented about whether FB-Q, AMZN-Q, AMT-N, DAL-N, CLF-N are stocks to buy or sell.

BUY
He likes airplanes. The last CEO call was giddy about company performance.
Transportation
COMMENT
She predicts the Fed to hike more than 50 points, based on the Fed's signals. The Fed needs to hike 75. Wage growth is starting to trend lower despite ongoing 3% unemployment. The former will effect margins in the back half of the year. Probably stocks will be up 1-2 years from now.
Unknown
COMMENT
tech stocks She owns all the FAANGs. There will be lower GDP growth, which will mean a rotation from cyclicals to traditional growth stocks. But be careful. Secular growth in the US will be driven differently this time. Focus on companies that help other companies become more efficient. Don't limit yourself to software. Also, tech will be hit by currency concerns.
Unknown
HOLD
Is sticking with it. Though infrastructure building in digital has slowed in recent quarters, industrials is a sector that will continue to do well.
Telecommunications
HOLD
Shares have slumped this year, but is holding onto it. Amazon boasts 2% growth in AWS cloud and $80 billion in revenue there. It's wrong to focus so much in the e-commerce side and yes there are questions about distribution. Still likes it.
specialty stores
BUY
You don't fully have to believe in the metaverse to get behind this. Just look at the number of Instagram influencers who are multi-millionaires who will continue to monetize the platform.
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