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Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Karen Firestone, CEO, Aureus Asset Management and Jim Lebenthal commented about whether CRM-N, CRM-N are stocks to buy or sell.

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BUY

SalesForce.com Inc.(CRM-N)

Jan 23, 2023
They are cutting headcount and can cut plenty more (they added a lot of staff during the pandemic). Signing up new clients is taking alot longer, which will abate later. Margins can improve a lot as will the PE. Earnings will rise over time. She continues to buy, because there's a lot of room upwards. Activists? Bring 'em on. Not worried. She's owned this since 2002, on and off. CRM is the best in enterprise software (she uses it).
Karen Firestone, CEO, Aureus Asset ManagementKaren Firestone, CEO, Aureus Asset Management
Owned
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$157.380

Stock price when the opinion was issued

computer software processing
COMMENT

SalesForce.com Inc.(CRM-N)

Jan 23, 2023
It comes down to margins and sales growth will slow. CRM probably needs hardball action by the new activist investor. Not sure how the CEO and activist will work together.
Jim LebenthalJim Lebenthal
Owned
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$157.380

Stock price when the opinion was issued

computer software processing
BUY

Texas Instruments(TXN-Q)

Jan 23, 2023
He sold higher-beta semi stocks for lower-beta tech stocks like TXN last fall.
Joe TerranovaJoe Terranova
Owned
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$178.240

Stock price when the opinion was issued

electrical electronic
BUY

Archer Daniels Midland Company(ADM-N)

Jan 23, 2023
A long-term buy. They report Thursday and will fact tough comps, therefore downside pressure. Likes this as a secular agriculture story.
Joe TerranovaJoe Terranova
Owned
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$83.970

Stock price when the opinion was issued

food processing
BUY

Abbott Labs(ABT-N)

Jan 23, 2023
An emerging market healthcare play.
Joe TerranovaJoe Terranova
Unknown
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$114.550

Stock price when the opinion was issued

biotechnology pharmaceutical
BUY

Schlumberger Ltd.(SLB-N)

Jan 23, 2023
She just added to her shares. Good free cash flow in energy stocks as capex declines. SLB beat earnings and revenues last quarter. Their digital and integation margins were up 380 basis points sequentially. Yes, the stock isn't cheap, but it enjoys the best momentum and international activity.
Stephanie Link, Chief investment strategist, HightowerStephanie Link, Chief investment strategist, Hightower
Owned
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$56.135

Stock price when the opinion was issued

oil gas field services
BUY

Lam Research Corp(LRCX-Q)

Jan 23, 2023
At 13x PE, slower sales are already built into shares. Semis could bottom in Q2, so maybe getting into semis is early, but the second half of 2023 will be too late to but these.
Stephanie Link, Chief investment strategist, HightowerStephanie Link, Chief investment strategist, Hightower
Owned
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$482.710

Stock price when the opinion was issued

Technology
BUY

Broadcom Corp.(BRCM-Q)

Jan 23, 2023
Broadcomm delivered the best quarter among semis last quarter. AI is important for them, and their enterprise business remains big for them and strong. Trades at 14x. Their data centre amounts to 35% of their revenues, and their AI is also important.
Stephanie Link, Chief investment strategist, HightowerStephanie Link, Chief investment strategist, Hightower
Owned
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N/A

Stock price when the opinion was issued

electrical electronic
DON'T BUY

SalesForce.com Inc.(CRM-N)

Jan 23, 2023
She welcomes the new activist investors. Cloud spending is slowing. EBITDA is 31x. There are a lot of cloud companies now and there are cheaper stocks in terms of risk/reward.
Stephanie Link, Chief investment strategist, HightowerStephanie Link, Chief investment strategist, Hightower
No
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$157.380

Stock price when the opinion was issued

computer software processing
BUY

Johnson & Johnson(JNJ-N)

Jan 23, 2023
They have a best in class pharma business. They will spin out their consumer business. Careful with their quarter tomorrow because the strong USD will hit them, but this is temporary.
Stephanie Link, Chief investment strategist, HightowerStephanie Link, Chief investment strategist, Hightower
Owned
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$169.195

Stock price when the opinion was issued

biotechnology pharmaceutical
BUY

Coterra Energy Inc.(CTRA-N)

Jan 23, 2023
Paid a 10% dividend last year and more like 6-08% this year. Strong free cash flow.
Stephanie Link, Chief investment strategist, HightowerStephanie Link, Chief investment strategist, Hightower
Owned
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$25.780

Stock price when the opinion was issued

Energy
SELL

Dollar General Corp.(DG-N)

Jan 23, 2023
Not cheap at 21x forward PE. It was defensive last year, adding 1% in 2022. Well-run. Likes it long term, but sees better opportunities elsewhere.
Stephanie Link, Chief investment strategist, HightowerStephanie Link, Chief investment strategist, Hightower
No
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$229.870

Stock price when the opinion was issued

specialty stores
BUY

D R Horton Inc.(DHI-N)

Jan 23, 2023
Trades at 9x earnings. Have been paying down debt. Housing stocks have bottomed, and housing looks good this year and in 2024. It's a blue chip in housing, despite its higher beta. Last year, you had to be defensive, but you need to be more offensive this year.
Stephanie Link, Chief investment strategist, HightowerStephanie Link, Chief investment strategist, Hightower
Owned
Unlock Rating
$95.700

Stock price when the opinion was issued

contractors
WATCH

SalesForce.com Inc.(CRM-N)

Jan 23, 2023
He sold it recently. It's a great company, but his concern are the margins. Also, deals are taking a lot longer to get done. Profitability is a worry. The activist investor here has a great track record of improving companies. He will watch this for a couple of quarters.
Jason Snipe, CIO, Odyssey Capital AdvisorsJason Snipe, CIO, Odyssey Capital Advisors
No
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$157.380

Stock price when the opinion was issued

computer software processing
BUY

Qualcomm(QCOM-Q)

Jan 23, 2023
Was upgraded today. Semis were punished last year. They're starting to diversify their products. Trades at 12x earnings and up 17% YTD.
Jason Snipe, CIO, Odyssey Capital AdvisorsJason Snipe, CIO, Odyssey Capital Advisors
Owned
Unlock Rating
$131.050

Stock price when the opinion was issued

Telecommunications

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