Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Kevin Simpson and Shannon Saccocia, CIO, Boston Private commented about whether XLF-N, IVM-N, WMT-N, AAPL-Q, TPL-N, CME-Q, JPM-N, TSLA-Q are stocks to buy or sell.

BUY ON WEAKNESS

He bought more when shares plunged after the vote. Market trading volume is up 18% YOY. Also, this is a dividend play and they buyback shares. The past 3 Decembers, they announced a special divided, which he thinks could be $6 this year.

PARTIAL SELL

He trimmed this, after buying it last month when it was up 100% this year. He made 40% in a couple weeks. It could go higher. It's a royalty play on mineral rights, natural gas, oil and water.

TRADE

He sold covered calls on Wednesday to ride high volatility. He did it to add some hedging as well as cash flow.

TRADE

He sold covered calls on Wednesday to ride high volatility. He did it to add some hedging as well as cash flow.

BUY

Small-caps do well in wider economic growth and falling interest rates, which Powell signalled yesterday.

BUY

Deregulation (under Trump as expected) and private equity in the areas of industrials, tech and consumer are two drivers. The banks enjoyed a major rally this week.

TRADE

She just bought it last week at $73, then sold a January call and collected around $2.20 in premium for 3 months. Tesla and Uber have a good partnership. If you want to be an Uber driver, Tesla will give you $2,000 in credits to buy a Tesla. They are am algorithmic pair trade--when Tesla's robot day failed, Uber shares jumped.

COMMENT

Believes financial markets had not priced in a Trump Presidency. Market jump is reflecting continued de-regulation, pro-growth policy, lower taxes and falling interest rates. investors also jumping into the markets to chase year end performance. Expecting markets to continue heading upwards and is optimistic. Prospects at major US banks have improved - share prices have began to reflect that (but are still cheap). 

TOP PICK

Likes the upside potential with strong dividend (downside protection). Yield curve has smooth out - interest rates also falling. Very strong balance sheet with high lending capabilities. Company moving toward reducing global presence - capitalize on the USA. Less regulation under Trump presidency will also help company. 

TOP PICK

Expecting driver less cars and automation to continue. Tech stack very strong on this company. Business model starting to generate cash . Years of capital investment have started to pay off. Share price is priced for value - good time to buy. Latest quarterly earnings very strong. Would recommend a partial position - can be risky. 

TOP PICK

Good defensive name. Excellent quarterly results. Very strong organic growth of ~7%. Very good earnings growth expected. A lot of good assets with strong balance sheet. Also has good pipeline of good projects ahead. Dividend very safe with healthy payout ratio. Share price is fair at this time - good time to buy and hold for the long term. 

PAST TOP PICK
(A Top Pick Nov 03/23, Up 27%)

Picked for natural gas tailwinds with cheap share price. Good midstream business with global exports. Excellent value in the share price - at the time. Still priced fairly. Expecting earnings, cash flow and dividend to continue growing. A good company to continue to hold/ 

PAST TOP PICK
(A Top Pick Nov 03/23, Up 51%)

Excellent company performance. Post Covid-19 recovery has been very strong. Business continues to remain strong. Will continue to own. Expecting earnings to continue growing. M&A has also been very strong. 

BUY

Would recommend buying at the current share price. Has good list of projects, strong balance sheet and good management. Gold prices have been strong which is good for earnings. Margins continue to remain stable. Expecting better performance in Q4. Share price is at a good place to buy. 

BUY

Excellent company that would recommend buying. Trading at 9x multiple with rising earnings. Dividend very strong. Expecting share price to rise.