Latest Stock Buy or Sell? Make More Informed Decisions!

He likes Meta here, is fairly priced, despite the overall selling in tech in recent weeks. 

The analyst who downgraded GS is saying nothing new, including a delay in the M&A cycle. The IPO market will likely emerge in second-half 2025. Also consider is defaults will rise? Lending growth slow or reverse? The overall economy slow down?

MSFT is phasing out Windows 10 and pushing the 11 upgrade.

He's bullish materials in this macro climate, and CRH is the biggest of the bunch.

Is a utility that's blamed for the LA fires (wrongly), and shares are punished. He's sticking with it.

The stock has been an absolute disaster due to one reason: Adobe products face serious competition. They beat quarter after quarter (expectations are not lowered ahead of time, either). The competition is not as bad as people expect. Adobe is ridiculously cheap and unfairly sold given its growth rate, EBITDA and free cash flow. Hold and wait it out as they buy back shares.

He's bullish energy and this is the must-buy. Scale will matter and XOM can spread its costs over a wide base.

Are buying back 15% of their shares and trading at 80% of tangible book value, which is immediately accretive. Add to this lower compliance costs as regulation goes down. Is bullish the sector.

Jensen Huang made a positive announcement at the tech conference and shares are bouncing today, but he's surprised the response is not bigger. It's muted, but is an omen for the next few weeks until the April 2 tariffs that Trump plans. Tech is up today, but down for the past several weeks. Wait and see.

The market is in no-man's land given Trump's tariffs, but NVDA is up today (after the CEO spoke at a tech conference) is that they are supported by a great product pipeline. Macro, we're waiting for news and valuations are a little high.

They announced lay-offs, but no financial advisors. 70% of earnings come from the wealth business. They have a strong balance sheet and pay a 3% dividend yield that's growing. MS is-5% this year. The time to buy.

Was a spec buy. He'd rather buy SLB, because with more drilling, he wants to be in the picks and shovels.

Was a spec buy. He'd rather buy SLB, because with more drilling, he wants to be in the picks and shovels.

Likes this space. Demand for construction will still increase; these stocks have done little in the past 2 years. There's no other competition. Earnings will rise.

They have long-term construction contracts, making them serial compounders over time.