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Latest Stock Buy or Sell? Make More Informed Decisions!

Today, Jim Lebenthal and Stephen Weiss, Founder, Short Hills Capital Partners commented about whether TSM, BRK.B, BABA, AAPL, ONON, ADBE, C are stocks to buy or sell.

BUY

It's had a good year, long overdue, up 66% this year. By far is the cheapest among peers in PE, book value and dividend yield. Cheaper because profitability is less, however, the CEO is increased profits steadily in recent years and close the gap with peers.

BUY

Has had a terrible couple of years, but earnings continue to come in better than expected. The stock is starting to respond; it didn't get crushed in December's tax-loss selling is proof.

BUY
Warren Buffet's last day as CEO

A great investor and great human being. His main claim to fame is using coming sense when making deals. He expects the new managers to do a fabulous job, but they can't live up to Buffet and Munger. The stock has a lot of cash to make interesting acquisitions. He would own companies that BRK owns.

BUY

He added more. Brands matter in retail, and this is a winning brand. Expects strength this holiday season. Retail is a trade. Will sell the moment there is bad news in ONON.

BUY

Have done a great job diversifying into cars and the internet of things, both of which are growing 20% annually. Also, they are providing chips to Saudi Arabian data centres. Trades at 14x PE and pays a 2.2% dividend. No net debt, so hey can buy strategic companies or buy back shares.

DON'T BUY

He's betting it will underperform in 2026, and wishes he owned no shares. It trades at 33x forward PE and projected to grow 8% EPS in coming year. Maybe 12% if they get AI right. Not impressed.

BUY

He bought it at the wrong time, but is a great story and undervalued. It will do well in 2026.

COMMENT
Warren Buffet's last day as CEO

It's slightly better than a show-me stock. They have legacy businesses. But they are losing Buffett and they lost Munger. This is the most significant change in a company. He'd rather own a combination of the S&P and Nasdaq.

STRONG BUY

The biggest risk is a Chinese invasion, but he owns Alibaba which operates in China. TSM is growing cash flow as EBITDA, revenues and operating income all are growing at 20% while EBITDA multiple is 11-12x (much lower than Nvidia) and PE is 20x. Earnings are much more predictable than Nvidia's. It's his largest position.

BUY

Margins are expanding and revenues growing at double digits. Entering 2026 we'll see a mean reversion between semis and software. We're seeing early signs in Twilio, Adobe and Salesforce.

WATCH

Up 208% this year. Added a lot of intellectual capital this year, but can't break away from their correlation with cryptos. Let's see how it trades in Q1.

BUY
Warren Buffet's last day as CEO

You must give tremendous credit to the work that Warren Buffet and his team have done this year. He's setting the team that replaces him with flexibility; they have over $300 billion in cash, have no concentration risk and are in a great position if there is a serious market decline in the coming year or so.

BUY

Their playbook is to sit and watch a new product in the market, then see if they can perfect it without spending too much capex. This is what is happening with AI. Apple, Alphabet and more recently Amazon have momentum among the Mag 7. He expects a strong 2026 for Apple when they reveal their AI plans.

BUY

Has momentum and is outperforming the natural gas sector. They generate strong free cash flow. They bought good midstream companies. Are located perfectly--in the Appalachians where there is major data centre demand.

DON'T BUY

Up 109% his year, rapidly, and the valuation is rich, that the company has matured and grown to meet expectations.

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