Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Bryn Talkington and Brian Belski commented about whether UBER-N, XLY-N, SHOP-N, DIS-N, CSCO-Q, BLK-N, BAC-N, UBER-N, AMD-Q, NVDA-Q, BHP-N, DELL-N, TSLA-Q, NVDA-Q are stocks to buy or sell.

BUY

Already, cash-rich Google, Microsoft, Meta and Amazon talked about spend spend spend, which NVDA which get a piece of. They will crush earnings again on Nov. 20 and will break out into earnings, after basing at $130. At least a few more good quarters lie ahead.

TRADE

It's killing the short-sellers this week. There's probably too much euphoria here. The robotaxi is further there, not ready yet. Sell calls here, because the stock is toppy.

TRADE

Just bought it. Will benefit from SMCI's woes. Also, in AI, hardware cannot keep up with demand. She bought last week at $130 and sold January $145 calls and got over $7 in call premiums. It's a good trade for the next few months.

DON'T BUY

Is down 6% the past month due to China. Until China's stimulus plan has an effect on their economy, mining stocks like this will stay under pressure.

BUY

CEO Jensen will deliver on Nov. 20's quarterly report. Buy the news and fundamentals ahead of time. NVDA remain the leader in semis.

WATCH

He's looking at it now. This could be the next big performer in semis in 2025.

BUY

He bought Uber in August 2023. It's still adding to this industrial stock and essentially to buy in this sector.

BUY

Was upgraded today. Because of Merrill Lynch, BAC now has scale--that theme is finally working.

BUY

Up 5.5% this week. The assets that private equity companies like this bought when rates were 0% are pretty amazing. As rates settle lower, expects even more activity. 

BUY

It's a great barbell opportunity with expensive tech name. It's been raising dividends for 10 years. A great name.

WEAK BUY

Disney reports next week. It ranks 4 out of 4 in streamers in terms of making, but still feels that CEO Iger is doing a good job in taking out capacity.

BUY

It's THE portal for small/mid-cap companies, which are the bellwether of the economy. They report next week.

BUY

Like financials, earnings are understated among consumer discretionary. There are some great names to pick here and earnings are way understated.

PARTIAL SELL

Thrilled with its performance lately (27.5% the past week), but it's run too far, so he will sell calls today.

TRADE

He just bought more JPM before the vote (not covered calls) and reaped the rally. He's writing calls now and next week.