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Today, Stephanie Link, Chief investment strategist, Hightower and Jim Lebenthal commented about whether LMT, OWL, RIG, XOM, CVX, SLB, XLF, NFLX are stocks to buy or sell.
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Is up 38% in one year, and 25% annualized over 5 years. Because of the Iran war, war is no longer oversupplied. He will ride this higher, then trim.
Jim Lebenthal
Good free cash flow, valuation and contracts that generate revenue.
Jim Lebenthal
He just trimmed it. It's a leveraged energy play. His cost basis rose to $330. When oil prices spike like today... A leveraged play, but now oil prices are going his way, so it's prudent to trim it by 25%. He has gained 30% since Jan. 12.
Joe Terranova
Has traded this in past years. Now, it's at an all-time high, up 5% today. It holds healthcare, led by Teva, and banks, plus cybersecurity, all favourable sectors. It works in terms of price performance. Will hold this for several years.
Joe Terranova
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If you don't want to own the shiny rock itself, then consider LUG (not LUN-T). LUG is up 120% in the past year compared to the TSX's 27%. Thanks to robust free cash flows, Lundin Gold pays a safe 3.31% dividend. However, LUN currently trades at an historically high 30x PE, so the market is baking in strong performance going forward. The stock has cleanly beaten its last four quarters during which EPS rose from $0.64 in Q1 to $0.96 in Q4.
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Stockchaser Michael O'Reilly has been pounding the table on this one for a while and he has a point. PSLV is the next best thing to owning actual silver. This fund holds actual silver held by the Royal Canadian Mint on behalf of the Canadian government. At least half of all silver is used for everything from solar panels, EV batteries and filters for HVACs. Because silver is the best conductor of electricity and heat, it is essential in computers and data centers. Demand for silver won't ease. Also,Sprott has a good reputation in funds and precious metals. However, PSLV is risky. It lives and dies by the price of silver, which has been a rollercoaster lately. This is too volatile for me, but could appeal to traders (not investors) who have the stomach to ride silver up and down. Bear in mind that PSLV charges a 0.57% MER.
Premium contentOn the last trading day of February, Netflix announced it was giving up its bid for Warner Bros. Discovery. Instantly, shares soared over 10%, and we feel there's still room to run. Netflix is the undisputed king of streamers and wins in virtually every metric, including subscriptions and revenues, which are growing double-digits. How often does a great stock trade at such low valuations? Netflix's PE was Last September 30, it was 50.08x, and was 57.06x on June 30, 2025. At midday Feb. 27, NFLX was trading at 32.73x—and that was after a 13% pop. Buy now and hold.
Most people are discounting that energy prices a year out will be significantly lower than spot prices today. No major interest rate changes today, no major shifts in currency. Gold has reacted to some extent, and bitcoin as well.
Most people are looking at the results and saying that the US has tremendous superiority in the air, and they don't want to go on the ground. Whether they can effect regime change or not is unknown.
Constructive to note that, even with energy prices up 6% today, that's lower than they were last June with the first attack. Markets tend to adjust to geopolitical situations pretty quickly.
Most people think that this is likely a pretty short occurrence, and things should return to normal.
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