Today, Amy Raskin, CIO, Chevy Chase Trust commented about whether NKE-N, VRTX-Q, COST-Q, BRK.B-N, NTRA-Q, AXP-N, AAPL-Q, NVDA-Q are stocks to buy or sell.
Likes it, but took profits because it's gone up a lot.
She trimmed it before it declined last week after earnings. Really likes it, but Costco is expensive now.
Likes it, but she trimmed it because a lot of the good news from its pain medicine is now in the stock.
It's too early to say whether this will break out, but she likes it long term. Has a lot of exposure to China and faces more competition than in the past. Not sure if she'd add shares now.
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Likes it, but took profits because it's gone up a lot.