Today, Hap (Robert) Sneddon FCSI and Jim Cramer - Mad Money commented about whether LYB-N, HOOD-Q, DHR-N, DOW-N, SG-Q, AZO-N, ORLY-Q, RH-N, CAT-N, BLK-N, WFC-N, MS-N, JPM-N, KMX-N, STZ-N, DAL-N, WBA-Q, LEVI-N, KO-N, BRK.B-N, DFY-T, SU-T, HPS.A-T, AMZN-Q, HMC-N, CHE.UN-T, COST-Q, SU-EPA, C-N, BMO-T, CRR.UN-T, MI.UN-T, NVDA-Q, VIX-I, GOOG-Q, WCP-T are stocks to buy or sell.
Autos are the hardest sector to analyze on tariffs. Chart shows that it's gone nowhere for a long time; the high was back in 2011, then dead money. The low from 2022 is ~$22. If you're interested, buy a half position right now. Then watch. If you own it, certainly don't sell; we've seen this ride with Honda before.
He added to it yesterday, based on how it was acting. Support ~$500. Chart has beat the S&P in all timeframes. Massive cash hoard. In markets like these, why not get some help from people who have a great legacy track record? Even once Warren's gone, the successors will follow his guiding principles. No dividend.
(Analysts’ price target is $514.33)Brand strength, pricing power, geographic diversification. Big potential expansion in coffee. Really gets local culture. Chart shows a bit of resistance at this level, and we want to see it get through that. Whole chart is decent. Down less than the market these last few days. Beverage sector is pretty defensive and predictable. Metrics look pretty good. Yield is 2.82%.
(Analysts’ price target is $75.38)We could be on one of three paths: 1) This is a quick bear market (i.e. Covid 2020), 2) year 2000 bear market when tech was laid to waste for a long time, or 3) the big kahuna of October 1987 when the market went down hard on Wednesday, Thursday, Friday then harder on Black Monday, falling 22%. Fortunately, we saw an excellent set of employment numbers, which may make it less likely that a stock market crash will lead to a recession, but if Trump stays stubborn and does nothing to lessen the damage the last few days, he will not be constructive (though contain his anger). None of this has to happen. If Europe moves against our tech companies with tariffs on Monday, we could see another crash, like Black Monday.
Will probably do reasonably well in light of tariffs, as the chemicals they provide for NA water treatment are rather nichey. Well-run company. Its decent and safe dividend makes investors more tolerant of rough waters.