Latest Stock Buy or Sell?

Today, Sarat Sethi, Managing Partner, Douglas C. Lane & Assoc. and Rob Sechan, Managing Partner, New Edge Capital commented about whether EOG-N, DIS-N, SCS-Q, SWK-N, EIX-Q, CVX-N are stocks to buy or sell.

Just reported solid Q2 earnings and the price target rose Energy demand will still be strong (even though crude oil prices have been declining). Majors like Chevron make a lot of money even if oil is at $60. He likes it and has not been trimming his shares. In fact, he would add to it. You have staying power in Chevron especially with their strong balance sheet.
integrated oils
He just bought this utility as a defensive play. Trades at 15x earnings while utilities is at 21x. EIX is growing earnings 7-9% and pays a 4% dividend yield. Steady earnings and they can grow at double digits.
Just sold it (down 49% this year). All the catalysts have gone: housing is slowing and rates are rising. He likes the company, but this will be dead money for a while. End demand isn't there.
misc industrial products
He bought this, even though it's down over 20% from its 52-week high. Trades at 9x earnings and pays a 5% dividend yield. It's a play on the hybrid work model. Demand is increasing. Used to trade at 16x, so it's now cheap. Has strong earnings power.
DIS reports next week. The theme parks and movies will be strong. Streaming will be interesting. (We didn't get good numbers out of competitor Peacock.) DIS is cheap on a cash flow basis. Worth picking up. A great franchise.
entertainment services
Today's hot jobs report He's now cautiously optimistic. The market was too bearish until this current rally. But now this is stalling before serious resistance levels. The bond market has already priced in the good news, but is starting to pivot. Today's hot employment number changes the outlook over the Fed's rapid accommodation; the Fed doesn't want today's data. There will be ebbs and flows in this bear market bounce and the S&P could rise to 4,300, but at valuation will act as a ceiling. The Fed is still tightening and the economy is slowing.
Oil is back to pre-Ukrainian invasion levels. So, there's no geopolitical risk priced into oil today. Energy is a cheap way to hedge against geopolitcal issues. Supply is constrained. OPEC did a laughable increase this week of only 100,000 barrels (the smallest ever). There are strong outflows from energy ETFs, so people are giving up on energy. He likes energy, especially EOG which reported this week--they are the Apple of this industry. They are not doing what other companies are, which is raising capex to drive production. EOG has better technology which proves they are best in class. They are returning their cash to shareholders with a special $1.50/share dividend. You're getting a 9% yield on this company this year.
oil / gas