Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Gordon Reid commented about whether URI-N, DE-N, AMGN-Q, CRWD-Q, FCX-N, LOW-N, HD-N, SBUX-Q, ABBV-N, CVS-N, TOU-T, DVN-N, RTX-N, THG-N, AMZN-Q, MRK-N, ELV-N, UNH-N, DIS-N, INTC-Q, CVX-N, XOM-N, LZB-N, GLW-N, SBNY-Q are stocks to buy or sell.
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PAST TOP PICK
(A Top Pick Jan 06/22, Down 43%) Sticking with it. Timing was bad. Over-invested during pandemic. Post-pandemic, people returned to normal habits. Expanded cost base not filled with revenue, so margins dropped dramatically. This is temporary. Serial compounder. AWS has potential to grow at 25%+ annually. Tremendous buy here.
specialty stores
BUY
Growth companies have traded off. Highly tied to housing and renovations, needs a healthy consumer. Likes the space. LOW catching up to profitability and efficiency of HD, operating margins have gone up 60% in last 8-10 years, stole HD playbook. Better opportunity, less risk, growth is as good as HD.
misc industrial products
BUY
Tied to economy. If we go into a deep recession, copper prices are bound to fall, so FCX will fall. However, modest recession or none at all, and China reopens, lots of promise for copper. Secular tailwinds for copper: electrification, green energy, tight supply right now. Fantastic financial shape. Very positive. Even if a recession, that will pass, and there will be a new spring for copper.
non-base metal mining
TOP PICK
Granddaddy of biotech. Even better than it used to be. Very deep bench of drugs. New acquisition will add growth on top of already-decent growth. Very strong financials. Income opportunity, stability, and some growth not yet fully priced in. Yield is 3.14%, well covered at 42%, increased by 11% average annually over 5 years. (Analysts’ price target is $268.80)
biotechnology
pharmaceutical
TOP PICK
Crop prices have been strong and will continue. A lot of US corn and soy production goes to petro products. Growing food issues. Mid-teen valuation. Adding lots of technology, precision farming. Also has forestry and construction, which will do well with the infrastructure build. Yield is 1.11%. (Analysts’ price target is $460.44)
machinery
TOP PICK
High beta name. 10x earnings. 10% free cashflow yield. Chance to take advantage of infrastructure spend in the US. Regardless of recession status, money to be spent on infrastructure and there's safety in that. Recent acquisition will be accretive from the get-go. Good long-term hold. No dividend. (Analysts’ price target is $410.18)
Financial Services
