Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Stephanie Link, Chief investment strategist, Hightower and Jim Lebenthal commented about whether CMG-N, AAPL-Q, AMZN-Q, AAPL-Q, TGT-N, GPS-N, PWR-N, BA-N, SNOW-N are stocks to buy or sell.

BUY ON WEAKNESS

It trades at 13x EBITDA vs. 17x historically. They grew retail North American sales by 8%, international by 5%, AWS 17%. Many ways to win here. Is buying any dips.

BUY
Trump threatens if with 25% unless phones are built in the U.S., considered unfeasible by everyone

This is thuggish behaviour with Trump telling Apple, "Pay up." And now the negotiation comes. Tim Cook will have to pay it, whether through lower gross margins for example. Remember that Trump needs to pay for the tax cuts he just passed. The world knows now that the U.S. won't cut spending, and Trump needs to find money--squeezing everybody he can squeeze. Expectations needs to decline for Apple. In recent years, Apple's growth has slowed and their AI hasn't come out as hoped (and they may not get AI right), but as the US market goes, so will Apple. That said, the difference is Apple's services which boasts wide margins, and Apple has a history of catching up the latest innovations. When money flows into markets, it flows into Apple.

PARTIAL BUY

Daily active users is up 26% YOY. Excellent growth in users and AUM. Is up 29% this month, so careful chasing it.

BUY

He just bought it. He sees a return to normalization for Boeing in a nice turnaround after getting nothing right for a while.

BUY

He bought more $282. They target a young, aspirational person trying to get a gold card. Likes it.

BUY

Likes it ahead of next week's earnings. They beat top and bottom line their last 4 quarters and expects a fifth.

BUY ON WEAKNESS

We have to continue to expect this volatility for 3 years, and at least into the summer. You can play this volatility by buying the dips and selling calls. Hold Apple. It won't skyrocket in the next few days. He's more worried about chatGPT's next generation building hardware that surpasses the iPhone. 

HOLD

Those holding it in a taxable account don't want to sell Apple now, so will hold. And no, Apple will not trade in line with the S&P (it's been underperforming the market).

BUY

Is a long term hold for her. Is slightly down for the year, but the earnings growth is remarkable, consistently 15-19%.

BUY

Will grow if interest rates rise, which is happening. They grow as their assets grow from bringing in new business or grow existing assets. 

HOLD

Is -34% this month. They reported a good quarter and maintained guidance, and trades at 3X PE while earnings growth remains. But they cut their dividend. She's pissed off, but is holding on because of its low PE. It's totally mispriced.

BUY

Trades at 9x PE, pays a 6% yield, and a new CEO by year's end could unlock value.

BUY

It's a great company, because monetizing AI though Copilot adoption is early.

BUY

It's quality on sale, though has disappointed this year. Expects unit growth and margin to expand.