Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Sarat Sethi, Managing Partner, Douglas C. Lane & Assoc. and Stephen Weiss, Founder, Short Hills Capital Partners commented about whether UNH-N, NFLX-Q, APD-N, BMY-N, AXP-N, MA-N, V-N are stocks to buy or sell.

BUY ON WEAKNESS

All credit cards are down 4-5% today on the stablecoin report. Stablecoin has been around, and PayPal has its own. Think about how long it will take in terms of regulations for Walmrt and Amazon to get into this businesses. Also, consumers like to wrack up credit card points. Stablecoin is a long way off. VA and MA are super companies. This is an opportunity.

BUY ON WEAKNESS

Seeing profit-taking now. Is up 30% for the year. They're firing on all cylinders.

BUY

You're betting on their drug pipeline.

BUY

They got rid of businesses outside the US that were not producing cash. They have long-term contracts, which ensures future revenues and serves as an inflation hedge. They deserve a valuation premium. And you get paid 2.5% in dividends to wait.

BUY

The price target was raised today. Is up 36% this year. It's a permanent compounder. They still own the streaming space, are #1. Looks great. Has so many tailwinds. Is recession resistant.

BUY

He bought it back and bought more today. Steady management. They made a mistake underwriting Humana. V28 is behind them. They will have a kitchen sink quarter and you can count on the guidance. It will rally.

PARTIAL BUY

Is up 69% since he bought it in January. Is the second-best performer after Palantir. Natural gas will be key to solving the bottleneck in data centre power consumption. The valuation is no longer cheap at 18x. It's a multi-year story, backed by increased loan growth and data centre power consumption.

BUY

It's up over 8% this year, beating the market. The PE is 15x. Has consistent topline growth due to Skyrizi as well as Botox and arthritis. High-quality. Pays a 3.5% dividend.

BUY

Is up 71% since he added it a year ago. Has become more fully valued at 25x PE. Still a great business with modest revenue growth and margin expansion. They benefit from the transition from a consulting business to an software, AI-led. They are emerging as a leading quantum computing play.

PARTIAL SELL

He trimmed. Is trading at 33x PE, down from 55x. Is the front runner in the GLP-1 business with 60% market share.

HOLD

Shares are down today after reporting. The street is challenging their ability to monetize AI. They continue to deliver every time they report, but the stock does not perform well. But he will continue to be patient, because this is a stock to own.

BUY

It remains in the Mag 7 the best performer in the past month and the cheapest as well. They are quieting the bear case in terms of search disruption.

BUY ON WEAKNESS

Has owned both for a long time, but are trading near all-time highs, so this isn't the entry point. Wait a little. This as is expensive as they get in terms of PE. They are hard to dislodge, despite the threat of stablecoin. 

BUY ON WEAKNESS

Has owned both for a long time, but are trading near all-time highs, so this isn't the entry point. Wait a little. This as is expensive as they get in terms of PE. They are hard to dislodge, despite the threat of stablecoin. 

BUY

A diverse insurance company in China. Trades at 6x PE and 50% free cash flow margins. One of the largest insurers in the world.