Latest Stock Buy or Sell?

Today, Rob Sechan, Managing Partner, New Edge Capital commented about whether ORLY-Q, AZO-N, DE-N, STX-Q, GOOG-Q, DIS-N, GOOG-Q are stocks to buy or sell.

COMMENT
Snap reports poor quarter, weaker revenues Disney last week announced a record $9 billion ad sale on Disney+. In digital ad spending now, it is a mixed picture and not a disaster across the digital board (like Snap last quarter).
entertainment services
BUY
He is generally not positive on tech. Earnings estimates for tech have gone up, not down. But he does own Microsoft, Apple and Alphabet, because they can manage their businesses and have incredible moats with little competition. GOOD trades at 18x earning and a 7% premium to markets (generally 25%). Do not trade these big tech stocks, but buy on weakness. These stocks compound over time.
Business Services
DON'T BUY
Missed earnings and was downgraded today. Much prefers Taiwan Semi and Samsung which are behemoths compared to Seagate.
computer software / processing
BUY
There will be more plantings in Europe, therefore more precision agricultural equipment. Deere is a no-brainer.
machinery
BUY
Be very selective in consumer; this is how he plays this sector. These car suppliers should see continued demand from an again car fleet. Stock is not overly expensive, while business is phenomenal.
wholesale distributors
BUY
Be very selective in consumer; this is how he plays this sector. These car suppliers should see continued demand from an again car fleet. Stock is not overly expensive, while business is phenomenal.
Automotive
COMMENT
He's buying 6-month treasuries with his cash to be cautious. You get a nice yield in a short run.
Unknown