Latest Stock Buy or Sell?

Today, Bryn Talkington and Rob Sechan, Managing Partner, New Edge Capital commented about whether ABBV-N, EOG-N, JEPQ-Q, PARA-Q, PYPL-Q, ABBV-N, ROKU-Q, FB-Q, AMZN-Q are stocks to buy or sell.

DON'T BUY
She sold Amazon in May--her worst trade of the year--around $110, and bought Meta around $190.
0
DON'T BUY
Like Snap, when there's no growth or earnings, then you guide down, then miss on earnings and revenues, there's no place for this company in the market. No surprise it's down 25%. All the streamers have come down. Roku is actually a great company, but how do you value it?
computer software
BUY
Reported a mix quarter today. Though shares are down today, it's still up 5% YTD. AbbVie re-affirmed guidance. She wouldn't read too much into the quarter.
0
HOLD
Their last two quarters have frustrated her. She blames management who two quarters ago said they would focus less on growing new users, but rather increasing revenue on their user base. An activist could come in. She's hanging on, but running out of patience. She's hanging on because their Venmo is so interesting.
0
BUY
It's come down with all the streamers. Great content matters. Top Gun and the Offer were hits and attracted viewers. This is really interesting under $24.
communications / media
BUY
JEPQ is a defensive way to play tech, which holds a big part of the Nasdaq 100. JPM sells 3-4% of the out-of-the money calls. This gives you income.
E.T.F.'s
COMMENT
July was the best month in a year. The Fed's remarks this week were a soft pivot that the market liked. MSFT, Google and Amazon reported this week and missed topped and bottom lines. Yet, stocks went up. We haven't seen the capitulative flush in markets to bottom, but it has happened in tech, so he prefers tech going forward. He prefers oil stocks. Also, the 10-year yield was moving up, but is now declining. He is cautiously optimistic.
Unknown