Today, Jenny Harrington, CEO, Gilman Hill Asset Management and Josh Brown, CEO, Ritholtz Wealth Management commented about whether RDDT-N, CG-Q, NET-N, MCO-N, CRWD-Q, UBER-N, AMZN-Q, META-Q, META-Q, AMZN-Q, UBER-N, SWKS-Q, CARR-N, APTV-N are stocks to buy or sell.
Is down 25% this week after earnings, which was overdone. They have $700 million in free cash flow which will let them buyback shares and support the stock. She's taking a breath as shares recover. Eventually, she will sell, but not after this sell-off. Pays a 4.2% dividend yield, so maybe it's interesting to enter now.
Will go higher. They beat top and bottom lines. EPS was ahead. He predicts Amazon along with one or two others, to the globe's biggest AI player. AWS is the biggest cloud, and will boast the most tools and users for AI solutions; they will monetize early and better than all others. They have the 3rd-largest ad business in the world, growing this past quarter. They benefit in AI long-term, with an installed user base already (don't need to attract people).
Reported yesterday, and momentum has turned up. Trades at 9x PE, with 9% free cash flow yield, around 15% earnings growth. Are breaking the company in two.