Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Jenny Harrington, CEO, Gilman Hill Asset Management and Jason Snipe, CIO, Odyssey Capital Advisors commented about whether PANW-N, NFLX-Q, UNH-N, GS-N, OGN-N, MMM-N, IBM-N, DIS-N are stocks to buy or sell.

BUY

Spun off from Merck two years, but has been sitting in the penalty box. Pays a 5.5% dividend at 5x earnings. 

PARTIAL BUY

They report next week. Are concerns over how the CEO is running the company. Their retail business was clearly a failure and they want to exit this business. JPM reported solid numbers today. Some of the bad news is behind GS, so there is some upside ahead.

BUY

Shares are down 9% YTD, but is rallying 8% today on strong earnings. Has always liked this stalwart in healthcare.

BUY

Just hit a 52-week high. Are working on their password sharing crackdown while the ad tier is starting to work well. They are starting to generate cash flow again. Likes this for being a pure streamer as opposed to Disney, which he may re-buy down the road.

PARTIAL SELL

Hold it at the current $212. He actually trimmed his position because it's been on a tear this year. They have a strong moat and government contracts. Could add to it in the near term.

COMMENT

Expecting 1-2 more interest rate hikes in the USA.
Strong US economy will force US Federal Reserve to raise interest rates.
Room in US economy for higher cost of borrowing.
Relative weakness in China causing commodity prices to soften.
Recession fears also weighing negatively on metals and resources.
Equity investors in resource sector being negatively affected by inflation (higher operating & capital costs).



TOP PICK

Attractive to Uranium space at this time.
Current share price less than half of securities holdings in other Uranium companies.
Good time to buy shares.
NPV of portfolio and assets very discounted on a per share basis.

TOP PICK

Excellent management team with proven results.
Current production slightly discounted by market.
Current share price highly discounted relative to NPV of assets on a per share basis. 
Expecting share price appreciation, or takeover.

TOP PICK

Specialist in early stage exploration.
Very think market cap, so liquidity is a concern.
Royalties in two projects - Nevada & Mexico.
Assets could easily be sold for more than current market cap of company.

PAST TOP PICK
(A Top Pick May 25/22, Down 10%)

Market concern for hard rock project in Ontario.
History or development in Ontario is bad.
Market worried about project cost blowout.
Current projects are on time, and within cost estimates.
Political worries in Mexico appear to have been resolved. 

PAST TOP PICK
(A Top Pick May 25/22, Down 1%)

Very attracted to stock.
Current share price weakness due to African political risk.
Excellent assets make up for political risk.
Tier 1 deposits worth in excess of $10 billion. 
Top quartile returns on projects - if able to develop successfully. 

PAST TOP PICK
(A Top Pick May 25/22, Down 21%)

Unsure why stock price under pressure.
Political risk in Brazil a concern for investors.
Current assets very valuable.
Australian assets highly valuable.


HOLD

Does not own shares in company, however, is bullish on Copper sector.
Unsure how projects in British Columbia will pan out.
Arizona assets have been difficult to develop.
Rising costs and social approval major hurdles. 

BUY

Big fan of management team.
Large shareholder in company.
Market concerns over recent M&A.
Is a good long term investment.
Dividend payout not as high because using cash in exploration & development.


HOLD

Believes stock was over valued.
Current share price better reflecting value of company.
Not sure on quality of ore assets.
Eric Sprott sponsorship a good sign for the company.
Deposits in Canada which is a stable political area.
Hesitant on production quality of assets.