Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Jason Snipe, CIO, Odyssey Capital Advisors and Bryn Talkington commented about whether DELL-N, XOM-N, V-N, AMD-Q, MSFT-Q, GOOG-Q, ABBV-N, AMD-Q, MSFT-Q, GOOG-Q are stocks to buy or sell.

BUY

They beat top and bottom and raised guidance. A nice quarter. Their key drugs were way up. They have a strong pipeline.

BUY

Their conference call was a home run. No, internet search is not dead. Cloud is more profitable than last quarter. YouTube is actually doing 137% of Netflix in ad revenues and subscription. They have clear AI plans.

BUY

They report today. You can't expect the same 35% growth in their cloud business as in GOOG because MSFT's cloud is 3x as big. Gaming could be weak, as AMD's was. All eyes will be on Co-Pilot--she's worried that uptake isn't that big.

DON'T BUY

An amazing CEO. They just reported: gaming was weak and their revenue forecast wasn't as high as the street's but not terrible. Catch-up to Nvidia trade? By the time they catch up, will we need all these chips anyway? It's a tall order.

STRONG BUY

They beat top and bottom. They have a moat and never miss. European volumes are 141% of 2019, and emerging markets are up 21%. AI reduced fraud by 15%. Are up only 13% this year, so there's more catch up to come.

BUY

Exxon is up 17% this year vs. Chevron in the negative. Pick your spots in oil. XOM is a winner.

BUY

Is up 9% today. GOOG and AMD tell us that data centre demand is strong. Shares are well off their highs and are seeing momentum that will continue.

BUY

It beat top and bottom line. Sentiment was negative, so that set a low bar that they beat. You're starting to see the benefits of their AI capex with cloud revenue up 35% and the core search business is okay. Is not surprised that shares are up (over 5%) this morning without pulling back. Institutional buyers will re-enter this name.

WATCH

They report today. Is near an all-time high, but they face a very high bar, so that revenue growth needs to show 20% while WhatsApp and Instagram need to maintain strong performance.

HOLD

They beat, but forecast was weak. AMD is puzzling though it isn't broken. He is concerned, but isn't panicking.

DON'T BUY

Is down over 30% today because their auditor quit, but still 41% in the past year. Don't touch this. Their delay on filing their 10K calls into questions the validity of the financials, showing a lack of corporate governance. Don't catch this falling knife.

BUY ON WEAKNESS

He's surprised by today's plunge after reporting. A strong buy-the-dip today. He will give it the benefit of the doubt. Revenue growth in recent quarters has been sound.

HOLD

They missed their same-store sales based on a very high bar. Some disappointment here because expenses were higher and will open fewer stores than announced. Hold. Fast food is a crowded space now. Where else can you go?

BUY

They defied even his own skepticism. They delivered a remarkable quarter: renewed strength from Asia, helped by stimulus in China. They lead in cruises.

BUY

Is soaring today. They raised their EPS and revenue (up 41%). They're in the sweet spot for consumer products.