Latest Stock Buy or Sell? Make More Informed Decisions!

Today, The Monthly Gems by Allan Tong and Jim Cramer - Mad Money commented about whether DXCM, MSFT, PSX, CBOE, WTW, WDAY, PYPL, CTSH, ACN, NXT, META, GOOG, AMZN, ABBV, XLV, SPY, WCP.TO are stocks to buy or sell.

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It's a Monthly Gems opinion which is available only for Stockchase Premium

Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK

WCP boils down whether you expect the US-Iran war will continue or end soon. Unfortunately, we expect it to drag on, given the pattern of ceasefire-fighting-ceasefire. The fact is Iran controls the Strait of Hormuz and the flow of crude oil. Trump can do little to change that except threaten. Even if the war completely stopped in August, sweeping the strait of mines could take six month and returning to normal shipping volumes could take 18 months or more. All this puts oil companies in the driver's seat as crude oil prices will not return to sub-$60, pre-war levels and likely will fall no lower than $70, as we saw a month ago.

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It's a Monthly Gems opinion which is available only for Stockchase Premium

Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK

Buy SPY on a 5-10% drawdown in the S&P, then trade or hold. By far, technology is SPY's largest component at 38.5% with Nvidia as the largest holding. Micron, Meta and Tesla are also big slices of the pie, but so are winners like Apple. SPY's MER is only nine basis points, but SPY pays only a 1% dividend.

premiumPremium content

It's a Monthly Gems opinion which is available only for Stockchase Premium

Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK

This is another U.S. ETF that's benefiting from the current rotation out of AI. XLV has outperformed the S&P 12% vs. 3.6% in the past three months and has returned 26.8% in the past year. Healthcare is a safe, steady play at a 0.51 beta. XLV pays only a 1.6% dividend costs but costs only eight basis points.

premiumPremium content

It's a Monthly Gems opinion which is available only for Stockchase Premium

Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK

This pharma company is a major holding within XLV, but worth owning itself. The company just reported Q2 earnings, with total net revenues beating, bolstered by 10.2% sales growth. To replace its blockbuster drug, Humira, AbbVie launched Skyrizi which boasts global sales of $5.5 billion, and Rinvoq (global sales of over $2.5 billion). AbbVie's overall sales growth was 10.2%.

BUY

Is a big holding of his. The CEO assures stockholders that Amazon's large invest in AI will pay off. AWS could become a trillion-dollar business now that it's using AI; it's already Amazon's most-profitable business, far more than Prime. The CEO expects returns from AI will come faster than AWS. The CEO raised capex higher, but shares still rallied, up 4.58% today.

BUY

They raised their capex, but shares plunged. GOOG failed to explain the raise in its conference call, but he was blown away by its 82% growth in its cloud business. A better explanation of the capex would have pushed shares higher.

BUY

They just reported a blow-out quarter. Despite massive AI spending, MSFT is cash-flow positive and are integrating their AI into their software. ALso, their cloud business is on fire. It continues to rise in a straight line.

COMMENT

He was disappointed by their quarter and call. It sounds like the CEO isn't sure whether to use Meta's massive compute power for themselves or rent it to others. Meta didn't seem to have a plan. But shares rose thanks to the Amazon halo, up 6% today.

BUY

A good performer, up 200% since the IPO, but is -25% since late June. Their last report saw in-line revenue, an earnings beat and raised the low end of their full-year forecast, but didn't touch the high end.

WATCH

When it reported a disappointing quarter last June, the stock got killed, but then Cognizant reported similar numbers and both stocks roared. If they can stabilize their results, the two stocks are very cheap.

WATCH

When it reported a disappointing quarter last June, the stock got killed, but then Cognizant reported similar numbers and both stocks roared. If they can stabilize their results, the two stocks are very cheap.

COMMENT

Jumped 32.5% in July because there was a takeover overture from a private fintech company. The deal is still on the table.

COMMENT

Up 31% in July. It's been hammered by AI fears. Workday could rebound if its numbers impress like ServiceNow's.

BUY

Us 28.5% in July, based on a good report by beating top and bottom lines, though also watch interest rates.

BUY

Up 28.5% in July. They reported a solid quarter last week. It's not expensive.