XSU-T -0.22 SOLQ-T -0.79 SVR-T 0.36 MAL-T 0.28 CHTR-Q 1.95 IDT-N -0.7 FI-N 0.53
Daily Stock Opinions and Ratings

Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Joe Terranova and Karen Firestone, CEO, Aureus Asset Management commented about whether HD-N, CRM-N, AMT-N, ALGN-Q, SCHW-N, SCHW-N, MSFT-Q, CRM-N, MS-N, SCHW-N, XLF-N, GLD-N, XLRE-US, MSFT-Q are stocks to buy or sell.

  • Next Page
BUY

Microsoft Corp(MSFT-Q)

Jan 04, 2023
The worst stock today because of a downgrade from buy to neutral due to slowing Azure growth If you have a strong conviction in this name, then he feels better that we're lowering expectations for the stock and its cloud business (MSFT's most important segment). This is good. Still likes MSFT--it's the most diversified megatech stock and the best in this space.
Joe TerranovaJoe Terranova
Owned
Unlock Rating
$228.320

Stock price when the opinion was issued

computer software processing
BUY

The Real Estate Select Sector SPDR Fund(XLRE-US)

Jan 04, 2023
Bought it yesterday. Public REITs will see a mean reversion for a discount valuation vs. private markets in 2023. If there's a recession, there will be a lot of M&A, driven by private equity cash wanting to do deals. XLRE will take advantage of this mean reversion. Public REITs have outperformed private RE in the last several recessions and following four quarters of each.
Joe TerranovaJoe Terranova
Owned
Unlock Rating
N/A

Stock price when the opinion was issued

0
BUY

SPDR Gold ETF(GLD-N)

Jan 04, 2023
Gold has outperformed other commodities. Metals as a whole, he means. This is a trade. Good momentum now.
Joe TerranovaJoe Terranova
Owned
Unlock Rating
$172.800

Stock price when the opinion was issued

investment companies funds
BUY

Financial Select Sector SPDR Fund(XLF-N)

Jan 04, 2023
Financials will be resilient during a recession. Prefers this ETF than an individual bank stock. In every recession, there's always one industry whose balance sheet is hurt the most. In 2000-1, it was tech. They cleaned up their balance sheet so they could endure the next recession. In 2008, it was financials. Therefore, financials are set up for this year.
Joe TerranovaJoe Terranova
Owned
Unlock Rating
$34.915

Stock price when the opinion was issued

E.T.F.'s
BUY

Charles Schwab Corp(SCHW-N)

Jan 04, 2023
Great balance sheet, can grow and strong reputation. Doesn't think it will be taken out, though some do.
Joe TerranovaJoe Terranova
Owned
Unlock Rating
$83.160

Stock price when the opinion was issued

investment companies funds
BUY

Morgan Stanley(MS-N)

Jan 04, 2023
Has long owned this. Wealth management and trading have been driving revenues and growth.
Joe TerranovaJoe Terranova
Owned
Unlock Rating
$86.980

Stock price when the opinion was issued

investment companies funds
DON'T BUY

SalesForce.com Inc.(CRM-N)

Jan 04, 2023
Sold it in April 2021. They were expanding way too quickly with too many acquisitions. There will be a slowdown in corporate spending from potential customers.
Joe TerranovaJoe Terranova
No
Unlock Rating
$139.060

Stock price when the opinion was issued

computer software processing
WEAK BUY

Microsoft Corp(MSFT-Q)

Jan 04, 2023
She owns it, but is underweight. Its forward 22x PE is higher than peers, like Meta. Inevitably, this will give up more PE, but will settle down. Great company, great balance sheet.
Karen Firestone, CEO, Aureus Asset ManagementKaren Firestone, CEO, Aureus Asset Management
Owned
Unlock Rating
$228.320

Stock price when the opinion was issued

computer software processing
BUY

Charles Schwab Corp(SCHW-N)

Jan 04, 2023
Trades at a low 16x PE. It's a w winner among brokerages, a space where many have closed down. It's an organic growth story. The PE can sustain itself. Lots of asset growth and momentum.
Karen Firestone, CEO, Aureus Asset ManagementKaren Firestone, CEO, Aureus Asset Management
Owned
Unlock Rating
$83.160

Stock price when the opinion was issued

investment companies funds
BUY

Charles Schwab Corp(SCHW-N)

Jan 04, 2023
Trades at a low 16x PE. It's a w winner among brokerages, a space where many have closed down. It's an organic growth story. The PE can sustain itself. Lots of asset growth and momentum.
Karen Firestone, CEO, Aureus Asset ManagementKaren Firestone, CEO, Aureus Asset Management
Owned
Unlock Rating
$83.160

Stock price when the opinion was issued

investment companies funds
BUY

Align Technology Inc(ALGN-Q)

Jan 04, 2023
Shares have fallen $700 to $200. China is a big growth market for them, and China will reopen and grow. Traeds at 25x PE. 20% 5-year growth rate. Dominates this industry.
Karen Firestone, CEO, Aureus Asset ManagementKaren Firestone, CEO, Aureus Asset Management
Owned
Unlock Rating
$220.110

Stock price when the opinion was issued

Telecommunications
BUY

American Tower(AMT-N)

Jan 04, 2023
Rising rates hit them and they were exposed to a rising USD. Now, rates are peaking and the USD is retreating. Had a tough 2022, but 2023 will be good.
Karen Firestone, CEO, Aureus Asset ManagementKaren Firestone, CEO, Aureus Asset Management
Owned
Unlock Rating
$218.030

Stock price when the opinion was issued

Telecommunications
BUY

SalesForce.com Inc.(CRM-N)

Jan 04, 2023
Has fallen from 50x PE to 22x forward. Cheap now. Even activists are looking at this, who are pressuring the CEO who is cutting costs and improving margins. Yes, it's a slow time in this business but it will pick up. Price targets will climb.
Karen Firestone, CEO, Aureus Asset ManagementKaren Firestone, CEO, Aureus Asset Management
Owned
Unlock Rating
$139.060

Stock price when the opinion was issued

computer software processing
BUY

Home Depot(HD-N)

Jan 04, 2023
2022 weakness (rising rates, home-building softness) is already in the stock price. People will still spend on home renos.
Karen Firestone, CEO, Aureus Asset ManagementKaren Firestone, CEO, Aureus Asset Management
Unknown
Unlock Rating
$321.470

Stock price when the opinion was issued

specialty stores
DON'T BUY

Microsoft Corp(MSFT-Q)

Jan 04, 2023
Not cheap at 24x PE, but the company is entering a mature phase. In 10 years, we will look at high-growth megatechs as industrials or utilities. Given this maturity, we need to re-rate this group.
Jenny Harrington, CEO, Gilman Hill Asset ManagementJenny Harrington, CEO, Gilman Hill Asset Management
Unknown
Unlock Rating
$228.320

Stock price when the opinion was issued

computer software processing

Build your watch list

Sign in to track investments
you care about

Latest Buy Signals

VHI-T -0.15$12.6
AFRM-Q 8.47$88.46
XID-T -0.62$53.17
EMMF-N 0$
UMAX-T -0.13$13.59

Today's Top Picks

XSU-T -0.22$44.85
SOLQ-T -0.79$22.05
SVR-T 0.36$18.91
MAL-T 0.28$15.94
CHTR-Q 1.95$265.58

Popular Articles

Latest Sell Signals

HMAX-T 0.055$14.99
WSM-N 0.13$188.19
CSU-T 128.41$4550.34
COST-Q -1.64$943.32
FICO-N 15.27$1521.64

Most Recent Experts

Mike Philbrick

Mike Philbrick

ReSolve Asset Management

Stockchase Insights

Stockchase Insights

5i Research

The Panic-Proof Portfolio (Stockchase Research)

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

Jim Cramer - Mad Money

Jim Cramer - Mad Money

CNBC

The Weekly Buzzing Stocks by Billy Kawasaki

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

disclaimer

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at: hello@stockchase.com.

About usHow to useContact Us
More...
AdvertisingIn the newsPrivacy PolicyTerms of service
FacebookX
© Stockchase Inc. by Wealthica