Latest Stock Buy or Sell? Make More Informed Decisions!

Two recent Florida hurricanes will be a tailwind for the homebuilders for the wrong reasons. The right reasons are all these new homebuyers in Millennials. The best catalyst are falling interest rates. 2% dividend has seen 10% dividend growth in the last 5 years, but shares are a little pricey now.

The beat top and bottom, crushing earnings today--and they can still run higher when they use AI with their Da Vinci surgical products.

Eventually as they keep raising prices (since Covid), volumes will do gown. He wrote a $175 call against this, expiring in 7 days.

He doesn't expect their next quarter to be a blow-out or will push shares a lot higher. He's got a $250 call written against it; he expects a sell-the-news reaction, but longer-term he loves Apple. There's a supercycle coming for 2016-17, driven by AI. They print money and buyback shares. But shares have come too far, too fast.

They have lots of runway: they issued 3.3 million new cards were issued last quarter with 80% to Millennials and GenZ. Don't trade, but invest in this.

Advertising, not subscriber growth, will be their next catalyst, and live sports.

They report next week. Revenue growth this year is 22% and EPS 32%. They know how to monetize AI.

Likes it because they are growing near 9% in the professional segment, though it has a large DIY business.

Is up 25% this year. Likes it for lower interest rates, and their homes are affordable (70% of their homes cost under $400,000) during a housing shortage.

They cut forecasts and changed their CEO. This continues to get punished (glad he sold it last spring). An aging population is cutting deeply into their margins. Recently, they were talking about breaking up the company. Let's see if the new CEO can right the ship.

They beat on the topline, but missed the bottom, because China was -15%, though it was expected. Organic sales were fine and reiterated guidance. Trades at a too-pricey 24x forward. He doesn't like staples, but continues to like this.

All paths lead back to NVDA: the power centres and grid. Have great free cash flow. It's hard to fight this stock, that it's gone up too much. Still is a great opportunity.

There were concerns over weak retail numbers, but AWS some re-acceleration, this profit centre. There's upside to come, though there's a slight concern with Walmart taking market share in retail. Amazon has many levers to pull, like ads.

Today, they reported their best quarter ever: 15% revenue growth, subscriber growth 14% and they beat. They can invest grow at the same time. Their library is rich. It's expensive, but streaming live sports over the holidays will be a major catalyst. Has a 30% growth rate which justifies the high valuation. 

Just reported a very small topline miss, but beat on the bottom. Share are up nearly 50% this year. They focus on Millennials and GenZ, nicely. They will continue to grow.