DON'T BUY

In the news a lot, creating lots of noise and uncertainty. On straight valuation, trading at attractive levels of 9/10. Fundamentals are 8/10. She'd need to see a lot of turnaround. Regulatory compliance will take some time. Be cautious. Only 6-7% upside, risk/reward just not there.

Her preference is RY.

BUY

Still bullish, even with Mag 7 pulling back. Pullbacks are healthy, great buying opportunity. Still a 10/10 on fundamentals. Long-term upside. Cloud is growing rapidly, especially with AI demand. PC operating system has multiple, positive catalysts. Poised to benefit from acquisitions in AI and cybersecurity.

She'd still buy at these levels.

SELL

She took profits on the recent runup. She likes to take profits when she can and doesn't get greedy. Quite volatile. Value is 1/10. Great e-commerce platform. Loves the story, but out of upside runway for now. Be patient for a favourable entry point.

WATCH

Doesn't own, but watches. Recently beat on EPS. Concerning miss on Q2 revenue. Under pressure over last 3 years, despite rallies. Downward trend. Risk/reward just not there. Analysts see 24% upside, but she'd wait to see a turnaround.

Well diversified, but too volatile for her.

PARTIAL SELL

Now a pure-play aircraft engine market leader. Sees it still dominating the jet engine market. Value score of 3/10. Analysts still see ~15% upside. Technically, looks to be trying to break out above $170; if it goes higher, could see a bit of a breakout.

Looks to be hitting a ceiling. Great run, aerospace is an exceptional business. Hold in short term and take some profits soon.

HOLD

Sold on concerns about recession and slower consumer spending. When people tighten their belts, #1 thing to go is clothing and shopping. Little pop recently. Great brand, but struggling. 19x future earnings, cheapest in a decade, but wait for conviction on a turnaround recession-wise. Be cautious. If you own it, hold.

Biggest issues are sluggish sales in China, plus retail strategy to sell through website and branded stores rather than third-party outlets.

TOP PICK

Shares flattish YTD due to higher interest rates and inflation. Up 45% over past 5 years, beaten S&P over last 10 and 15 years. With prospect of Fed cutting rates, shares could grow again. A bullish opportunity. Strong free cashflow, reasonable valuation, excellent margins. Yield is 0.8%.

Reported solid Q3 with 10% YOY revenue growth. Cross-border volume up 14% YOY was a key growth driver. Stock buybacks. Her target is $300, so another 12-13% upside.

(Analysts’ price target is $302.53)
TOP PICK

Plans to invest in clean energy, a great opportunity. People think of it as an O&G giant, but has been investing a lot in clean energy. Stock's moved sideways for 12 months, so a good opportunity. Acquired major stake in world's largest proposed storage facility for hydrogen, which she sees as a big play over 5 years. Great yield of 4.5%.

Doesn't own, on her watchlist, looking for an entry point. Ranks 10/10 on fundamentals, good margins, great earnings growth and cashflow. Target of $178.

(Analysts’ price target is $175.96)
TOP PICK

Recession-resistant business model. More conservative earnings growth outlook. Great long-term investment. Recent 10% price drop is a great time to average down or get in. Lagged peers in performance, but still strong free cashflow and better operating margins. Yield is 2.2%.

Last year, earnings increased 15% YOY despite revenue slump and economic uncertainty. Pullback is an opportunity. If all goes well, should see 10-15% EPS growth through to 2026. Ranks 9/10, with 16% price appreciation to $180.

(Analysts’ price target is $186.05)
BUY

20 years ago it went public and has gained 7,736%. It's a big winner for him. It continues to reinvent itself. Five years ago, he spoke to the CEO who predicted a big cloud business soon, and now earn $42 billion.

BUY

Goldman Sachs reiterated its buy rating today, a week before NVDA earnings. Shares rallied 4.35% today. He'd like to take profits, but will hold off. NVDA is an amazing operator.

BUY

Many hated their recent quarter, fearing a tapped-out consumer, but an analyst today said there was hope for same-day consumable sales.

BUY
Sell before the take-over by Mars?

Last week, they reported a top and bottom line beat and raised guidance. Q4 revenue grew 12% YOY

BUY

Has soared from $20 in late-September 2022 to $171 today. An industrial company that makes electricity-related equipment, geared to oil and gas companies (including pipelines and refineries), but they're growing because of new end-users in utilities, transportation, metal, mining and data centres. Big growth since last year, 31% revenue growth. EPS nearly quadrupled in 2023 as orders grew 94% and they saw a backlog of 118%. The street has been under-estimating them, so they have been beating their quarters huge.

DON'T BUY

China is dumping steel through Mexico, and the US isn't enforcing it. This is hurting this and Nucor. Though shares are cheap, he wouldn't buy it.