Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Jason Snipe, CIO, Odyssey Capital Advisors and Bryn Talkington commented about whether NVDA-Q, DVN-N, FANG-Q, FCX-N, AMZN-Q, AAPL-Q, AZO-N, MSFT-Q, UBER-N, GS-N, AMZN-Q are stocks to buy or sell.

BUY

Spending is really strong for their wares; it's been a capacity issue.

BUY ON WEAKNESS

He likes it for their commercial business and Latin American operations. People are holding onto their cars longer. He'd buy here.

BUY

They beat top and bottom lines with revenues and EPS up nearly 5%, though China was down around 5%. It's a safe haven stock. Apple has played this position before. Their services business had a record quarter and their share buybacks will continue, because they have a ton of free cash flow. In two quarters, we'll see the results of Apple Intelligence in their phones.

BUY
Reported and shares are sliding

Amazon and Facebook will see monetization of AI in ad spending. Amazon's operating cash flow was up 75% while free cash flow was $8 billion in 2023. This is a cash machine. It's an interesting to get into now; the market is totally misreading their report of last night. Retail numbers don't matter for Amazon.

TRADE

She added more last week at $45. It now has strong support. She sold the January $50 calls. She got $3, so in under 5 months she'll get a 6.5% yield in call premium plus 11.5% upside from her $45.

BUY

Energy stocks continue to pay down debt alot and generate a lot of free cash flow. FANG is one of the best int his space. She expects 14% and 22% revenue and earnings growth. Is up over 20% this year.

WEAK BUY

Has decent share appreciation and pays strong dividends.

TRADE

Buy this at $105 and sell the October $120s at $8.

BUY

Consumer staples have been performing under the radar and will continue.

BUY ON WEAKNESS

Most financials are above their 50-day moving average, technically still in an uptrend. Surprising and healthy. Use volatility like today to put your money to work.

BUY

It's a trade-down necessity thesis in cars. Buying a new car is expensive, so people will stick with their cars longer.



DON'T BUY

He sold it a few years ago, so he could get out of a capital-intensive business. He invests in capital-lite semis companies with high margins and stable profits. But a company investing a lot in capex within a cyclical industry is definitely exposed.

COMMENT

He's neutral on Apple, but it's a show-me story. He doesn't know how strong the upgrade cycle will be when they roll out AI in their next wave of phones. It could be massive. But consumers are very split between high-end and struggling in this economy.

DON'T BUY

Their report disappointed in saying that they will need to spend more and will take a lot longer to monetize AI.