Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Stephen Weiss, Founder, Short Hills Capital Partners and Amy Raskin, CIO, Chevy Chase Trust commented about whether SBP-N, VRTX-Q, ASML-Q, DIS-N, IONQ-N, FNV-N, UNH-N, META-Q are stocks to buy or sell.

BUY ON WEAKNESS

Shares are washed out from this correction.

BUY

Near term, this can't trade at prior multiples given volatility. Anything healthcare is uncertain. He still believes in the $600 price target. Great management. They have growth.

BUY

Is leveraged to the (rising) gold price and a potential kicker is news from Cobre Panama.

RISKY

Has trimmed it twice, now a small position. Very volatile. Nvidia will have a quantum day next week, so watch or that. IONQ is one of the leaders in quantum computing. Still likes it.

COMMENT

It has been tough to own. She doesn't see a catalyst near term, but they are getting their streaming business in line and will survive streaming, as they invest in their theme parks. 1.3 million Canadian visited Orlando in 2023, so will they come back?

HOLD

Last year was rough, but is holding up better this year. Long term for her, though it may doing nothing in the near future as the Nasdaq stays under pressure.

BUY

A strong performer in this market, not pulling back. Everybody is excited over their pain drug, and other drugs in the pipeline as well. 

BUY

Trades at 7x PE, 5 years of double-digit growth, almost no non-performing loans as its loan book is growing nicely. There are lots of opportunities outside the U.S.

BUY

He added more. It's cheap vs. its history, as long as its earnings hold up. There's no competitive threat or threat to exports.

BUY

He bought it at 12x PE, now at 19x. The new CEO demonstrates they can change their business.

BUY

He waited a long time to see performance, but patience paid off. Earnings are accelerating, fueled by their HIV platform.

HOLD

This got expensive, so he reduced his holding at 50x PE, now at 35x. Is still overweight this, because he believes in the GLP franchise. Expects strong revenue growth over 2 years.

HOLD

He added it last May, and up 51% since. Today's more fully valued at 23x. Remains a long-term hold, given their AI consulting.

BUY

Trades at 12.5x PE, trades at a 41% discount to semi sector, and they've done a good job moving into EVs.

WEAK BUY

It's been a tough stock the past year. People have been worried about the adoption of AI and the impact on Adobe, but Firefly has been encouraging and he expects more people will use this product.