HOLD
Stay patient with this. Are well-managed, have a solid business plan and their valuation is very cheap. Also, they produce a lot of cash. They are developing self-driving cars operating as taxis--this is the future.
BUY
The valuation has always been a little high for him, but now the stock has come down while earnings have grown respectably. MSFT did just warn of forex with the USD very high (this will hurt foreign revenues for all US companies). Now, their PE is more acceptable. He's always loved their management, better than Meta or even Google.
BUY

Has owned this for a long time. Are vertically integrated. At their core are the 10,000 pharmacies. Have merged with Caremark, a pharmacy benefit manager, and bought Aetna the health insurer. Great CEO. They fill about a billion prescriptions a year. CVS offers stability to a portfolio to offset the cyclical ones.

DON'T BUY
A value trap. It's been bottoming out for a long time and never found its feet. They spent $20 billion annually in R&D that hasn't paid off. Competitors are leaving them behind. He owns Qualcomm instead, because they execute well.
BUY
The fear is that if there's a recession, then payment transaction volume will drop. But a recession will be temporary, if it happens. Their valuation has fallen to somewhere more reasonable. Their earnings have done quite well. The PE has fallen to the low-30s to low-20s which is much more acceptable.
DON'T BUY
He sold Meta in recent months, because it's too risky and faces competition from Tik Tok, though Meta has rolled out Reels. Meta needs to reinvent themselves through the metaverse, which is really AI. The metaverse just might be the next great thing, but can Meta support its business until then. Meta's costs are rising.
HOLD
He continues to like it, though all commodities are suffering now, from oil to metals, as the market fears a recession. Hang on. There's sunshine on the other side of a recession if one happens.
TOP PICK
Bought it in 2006. Trading now 20% off its highs, so now is a good time to enter. Shares are down because of the shutdown in China from supply and customer standpoints, but CEO Tim Cook comes from a supply chain background and will navigate this. They have 1.5 billion installed devices globally at a 93% loyalty rate. Do the math. They have a captive market and are innovative, spending nearly $20 billion annually in R&D. They produce $90 billion in free cash flow annually and over $100 billion in revenue this quarter. They bought back $27 billion shares in the March quarter.
TOP PICK
no price target given They own Booking.com, Priceline, Kayak, Open Table and RentalCars.com They cross-sell. Expects them to earn $100 per share in 2022 and $150 by 2025. Little debt. Reasonable PE in the high-10s. Great entry point now.
TOP PICK
An activist investor is pushing them to be more diligent, and he likes the new management. He sees great opportunity here. Delivery for packages is growing exponentially. Drone delivery in the future will cut down labour costs. Also, they trade at only 10x earnings. Lots to like here. (Analysts’ price target is $295.65)
BUY
They execute well with their Snap-dragon chip, 5G and the internet of things. PE isn't high. Good runway ahead.
DON'T BUY
Allan Tong’s Discover Picks Rogers has no one to blame but itself for Friday’s debacle. Shares plunged 4.61% the following Monday. The company was already making shareholders nervous with its bitter and very public family feud for control of the reigns. This battle last winter that made the hit series, Succession, look like a children’s cartoon. Despite paying a 3.25% dividend and trading at an 18.9x PE, Rogers stock is still flirting with year-to-date lows. Compare this to Telus which pays a 4.7% divvy and trades at 23x, and BCE which pays 5.79% at 19.59x. To be fair, Rogers stocks’ competitors are also trading near 2022 lows, but during Monday those shares were trading flat or slightly positive. Read Oligopolies, duopolies, 3 telcos stocks examined for our full analysis.
BUY
Allan Tong’s Discover Picks AMT stocks are a play on the in-progress 5G network, renting space on their towers to American telcos. Even post-Covid, data usage will remain high and shows no signs of slowing. Between now and 2027, data usage worldwide is predicted to climb 24% annually. With AMT stocks, expect 7% growth and quarterly dividend increases that stretches back to 2021. It currently pays out 2.24% and trades at 44.64x. AMT has nadily beat three of its last four quarters, missing one quarter. Read Oligopolies, duopolies, 3 telcos stocks examined for our full analysis.
BUY
Allan Tong’s Discover Picks Crown Castle which pays a higher 3.43% dividend, but trades at a higher 51.3x PE. In fact, CCI is worth a look as well, having beaten its last four quarters with its next earnings to be released on July 20. Both valuations may water the eys of some investors. Fair enough. However, AMT and CCI enjoy a duopoly. Read Oligopolies, duopolies, 3 telcos stocks examined for our full analysis.