Latest Stock Buy or Sell? Make More Informed Decisions!

Trades at only 18x PE after coming down a lot. He'd buy it today. Shares have come down because of hurricanes hitting their Florida theme park. DIS is doing better than people realize.

Believes in the CEO, who is collaborating with Nvidia. Dell is being obscured by AI names. 

Trades at 17x PE, so he's waiting for a pullback. A great, long-term stock.

They just delivered a top and bottom line beat. Is the number one payment processor for small-mid-sized businesses.

Pays a 5% dividend, more than T-Bills. It won't set the world on fire, but it's fine. A well-run company.

They delivered a great quarter, but don't get the credit they deserve.

Pays a yield of 5.6%. Is only decently run, so he won't chase it. It just had a move up.

Best of breed, but shares have not gone up along with oil prices.

It executes well, but has run up.

Alibaba and Baidu are the only safe Chinese stocks, one you can stick with if the economy falters. Shares have nearly doubled this year, but is still trades at 14x PE and 12x 2025. Has a $282 billion market cap, but also $170 billion in cash. Cheap.

 Alibaba and Baidu are the only safe Chinese stocks, one you can stick with if the economy falters. Trades at only 10x 2025 PE

It may encounter tariff trouble down the road.

Profitable and never expensive. A top pick in nuclear power. Also likes Constellation Energy.

Europe is largely in a recession and Canada is in a recession. He is seeing unemployment spiking in different markets and real interest rates are significant in causing pain. The U.S. is running as an island unto itself but we are starting to see some issues there too. He would not be surprised to see the U.S. hold pat in the next rate decision. It is highly political now. We need to consider macro economic issues, unemployment, credit loss spikes, etc., so expect the pros to be trimming with weakness into an election cycle. This gives an opportunity to deploy capital into that weakness. China provided stimulus but it wasn't really enough.

It made an acquisition which the market didn't like and the stock has fallen significantly. It is a growth by acquisition company and tends to have bumpy revenue post acquisition. He thinks it is under-priced here and there is more upside, but it is a show-me story.