Latest Stock Buy or Sell? Make More Informed Decisions!
Today, Shane Obata commented about whether BAM.A-T, ENPH-Q, SNE-N, AAPL-Q, V-N, MA-N, PEP-Q, KO-N, ASML-Q, FRC-N, TSM-N, RSG-N, AMZN-Q, BX-N, AMD-Q, SPGI-N, TSLA-Q, TM-N, GM-N, PFE-N, ABBV-N, LVMUY-OTC, ENB-T, TOU-T, NVDA-Q are stocks to buy or sell.
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Yes. The broader theme is rates volatility, which has been so high. Markets across the world in real estate, infrastructure, and private debt have been locked. Large bid/ask spreads means that people are having a hard time reaching agreement on pricing. We know that inflation is still uncomfortably high, but this week has perhaps made it more difficult for the Fed. When rates volatility comes down, people can then get a better idea on the pricing of different assets, and this should help broader markets. We were starting to see that in US real estate. People were coming back into the market as rates went down.
Still loves it, tremendously expensive. Tough to buy with new money. If you own it, hold, and look for a better place to add. Diversified. The hike cycle scares him a bit. One of the purest plays on AI. He'll be watching how consumers in uncertain economic times take to the new, expensive 40 series.
Still likes it. A market that operates completely differently than everything else. Even when the price goes up, there's still high demand, as customers are insulated from ups and downs of economy. Perceived scarcity is prestige. The best luxury company in the world. Diversified. Great long-term hold.
Prefers ABBV. Main overhang to PFE is what happens to the vaccine franchise now that we're on the other side of Covid? PFE will need other engines, it's a show-me story. ABBV is a leader in immunology. Humira is coming off patent, which will compress earnings, but that's well-known by the market. Its pipeline will fill the gap, plus Botox business.
Prefers ABBV. Main overhang to PFE is what happens to the vaccine franchise now that we're on the other side of Covid? PFE will need other engines, it's a show-me story. ABBV is a leader in immunology. Humira is coming off patent, which will compress earnings, but that's well-known by the market. Its pipeline will fill the gap, plus Botox business.
Depends on your risk tolerance. He's been looking at GM recently, but hasn't taken any action. Really good recent quarter, will be pressure on financing side of the business. Targets are pretty optimistic. Toyota is a safer bet for the next year or so; it's a giant company with improving profits, uncertainty on EV strategy is not a short-term game-changer. TSLA is his favourite EV play in the auto-making space. TSLA has already won the EV race, especially as to vertical integration.
Depends on your risk tolerance. He's been looking at GM recently, but hasn't taken any action. Really good recent quarter, will be pressure on financing side of the business. Targets are pretty optimistic. TM is a safer bet for the next year or so; it's a giant company with improving profits, uncertainty on EV strategy is not a short-term game-changer. TSLA is his favourite EV play in the auto-making space. TSLA has already won the EV race, especially as to vertical integration.
Depends on your risk tolerance. He's been looking at GM recently, but hasn't taken any action. Really good recent quarter, will be pressure on financing side of the business. Targets are pretty optimistic. Toyota is a safer bet for the next year or so; it's a giant company with improving profits, uncertainty on EV strategy is not a short-term game-changer. TSLA is his favourite EV play in the auto-making space. TSLA has already won the EV race, especially as to vertical integration.
Still likes it. Reasonably priced. Some degree of confidence holding this, though high-beta semis have been volatile. Continues to take share from INTC, especially in server processers. Its CPUs will benefit with the AI build out. Great job executing.
