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Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Brenda Vingiello, CIO, Sand Hill Global Advisors and Jim Lebenthal commented about whether GM, PARA, C, BA, NVDA, MSFT, SYK are stocks to buy or sell.
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DON'T BUY
Buy tech? The software companies boasts large recurring revenues, which makes them attractive. Also, there's a big shift to the cloud which will continue even during a soft economy. So, many large-cap software stocks like MSFT are relatively expensive. However, the semis look cheaper, like Nvidia which is down more than 50% YTD and not cheap, but historically yes. They are innovative. A buy.
computer softwareprocessing
BUY
Buy tech? The software companies boasts large recurring revenues, which makes them attractive. Also, there's a big shift to the cloud which will continue even during a soft economy. So, many large-cap software stocks like MSFT are relatively expensive. However, the semis look cheaper, like Nvidia which is down more than 50% YTD and not cheap, but historically yes. They are innovative. A buy.
computer softwareprocessing
BUY
Their troubles will play out, but boy it's taking a long time. Their Q2 earnings were much better than expected and 787s are being delivered again which is important for free cash flow. Shares jumped to $172 and now down to $157. He's adding to his position as shares have gone done. This is on sale. Ahead, China could re-certify the 737 Max, but before that Congress could extend the deadline the certification of the 737-10 Max. This is key. It's a good airplane and crucial to Boeing.
Jim LebenthalOwned
Transportation
BUY
It's very cheap, well below tangible book value. The CEO has been in the hot seat since 2021, but she is shedding non-core assets and improving internal systems. So, market sentiment is turning around.
Jim LebenthalOwned
banks
COMMENT
Doesn't feel that markets will fall 20% even lower than the mid-June trough, as an analyst warned yesterday. Doesn't see a catalyst for that. But we will bump along at current levels into mid-October. It isn't just the Fed. We're seeing improvement in the jobs participation rate. Also, we need to see a serious re-rating in 2023 valuations for such a plunge.
BUY
It reports next week. Has long believed in this, but they face tough comps and currency adjustments, so they could lower their guidance. It's still the long-term leader in digital transformation, so happy to own it. Trades at 24x PE which is 20% lower than historical PE and this is prices into the stock.
computer softwareprocessing
WEAK BUY
It's been a hard stock to own. Holds a full position, so isn't adding. Their ad-supported Disney+ offers a unique opportunity for advertisers to target a younger audience that will make Disney more relevant to those advertisers. This will add another lever, in addition to the theme parks, movies and other businesses in their eco-system.
entertainment services
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