Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Stephen Weiss, Founder, Short Hills Capital Partners and Bryn Talkington commented about whether DELL-N, HOOD-Q, RBLX-N, BUG-Q, META-Q, META-Q, AMZN-Q, NFLX-Q, TSM-N are stocks to buy or sell.

BUY

They plan to buy Formula One's TV rights, and they are in the best position to leverage more than anybody else buying such rights. Hopes it happens. Flawless execution.

BUY

Amazon is down 4% today. Who cares? It will recover and march higher. Amazon has trades at a high PE for a long time and is now lower than it's ever been.

BUY
Is the only Mag 7 stock that rose after earnings.

Meta has executed the best of the Mag 7. The market forgives them even for expanding their capex.

BUY

DeepSeek was a wake-up call that Meta is spending heavily in open-source. She expects an ROI here. Meta is an ad company and can monetize AI quickly as opposed to Google and the other Mag 7 that are questionable.

BUY

Has long owned cybersecurity stocks which will enjoy secular growth. She likes BUG for its cap weighting, not equal.

BUY

Was downgraded to sell today, but the $34 sell target is very off. The CEO continues to defy the naysayers. Are positioned between gaming and Mr. Beast, the NFL, NBA--an interesting eco-system where they build games that get interest today. Japan's business is growing well.

BUY

Reports Wednesday. Expects 100% revenue growth, 300% earnings growth and institutions under-own it.

BUY

Shares are on fire. They report Feb. 25. Their infrastructure solutions group is the heart of the data centres and on fire.

COMMENT

Central banks cutting interest rates could lead to deflation - perhaps rates are falling too fast. Would suggest Canada mirrors USA who hasn't cut rates yet. Inflation is not going away. Recent tariff threats from USA are reality check to Canadians. Trump administration has done more for Canada in the past two weeks than years of Canadian Federal leadership. Canadian energy will hopefully start to renewed development as Canadians recognize value of energy resources. 

TOP PICK

Best way to participate in Uranium them. Believes Uranium prices will continue to rise. Recent weakness in Uranium prices has created buying opportunity. Owns large portion of Westinghouse - manufacture of nuclear related assets. Excellent growth prospects. Dividend continues to rise with earnings. Capital discipline with strong balance sheet. 

TOP PICK

Excellent opportunity for rising gas prices. Believes demand for transition fuel will continue to rise. A.I. demands for power generation will increase natural gas demand. A.I. data centers requiring more power than can be provided. Excellent dividend yield with new projects on the West Cost. Good for long term investors. 

TOP PICK

Generators are in strong demand across North America. Small increase in demand for product will see large increases in profits. Backup power is more important now especially with EV and A.I. data center demand. Excellent growth prospects, and seeing value in current share price. 

PAST TOP PICK
(A Top Pick May 15/19, Down 14%)

Profits not appearing from streaming. Sold stock 4 years ago. Management issues and problems with business have not been good. Will take time to see if business can turn around. 

PAST TOP PICK
(A Top Pick May 15/19, Up 53%)

Company has recently turned around with new management. Strong capital discipline. Very strong dividend. Excellent assets with very long reserve life of oil assets. Share prices are still cheap - would be a good long term hold. 

PAST TOP PICK
(A Top Pick May 15/19, Up 134%)

Capital discipline has been very strong. Assets have allowed company to do well through various pricing cycles. Excellent prospects going forward. Would recommend buying for the long term. Copper assets very high quality. Recent acquisition of shares has been good capital allocation.