Oil refiner Total is a winner right now

Business


Total SA: “Total is a winner in this environment with oil going up and not stuck in the Permian. I say yes.”

Bluebird Bio Inc.: “I like the CAR-T. Remember, these are all spec plays, but I like it very much. And I’ve got to tell you, all of the biotechs look a little better. I like Gilead too right here. I’m calling a little bottom.”

U.S. Silica Holdings, Inc.: “No. No. I don’t like the fracking-related stocks. I think that that business is slowing, so let’s be very careful.”

Nucor: “I’ve been telling members of the ActionAlertsPlus.com club that I’m being patient with Nucor. I think they should’ve had a better one when they gave you that outlook recently. It was disappointing. They’ve got to stop having one-time problems or we’re going to have to change our view.”

International Paper Company: “[The plastic straw issue] makes tons of sense, but I’ve got to tell you, it has not translated to earnings. Why? Because people feel there’s too much capacity coming on. A lot of times when you can’t see the capacity coming on, like with Micron – that’s what happened to Micron’s stock, which you know I think has bottomed – you end up being in a situation where you say, ‘Wow, what is the hidden problem here?’ It’s capacity.”

Nokia: “I don’t have a catalyst. I don’t know why I should recommend it other than a 4 percent yield and, frankly, that’s not enough to pull the trigger for.”

Alibaba: “I happen to like BABA, but I do not like China and I’m going to stay away as long as we continue to have this trade skirmish.”



Source link

Products You May Like

Articles You May Like

RV demand healthy, but rates and tariffs could add pressure
Trump opportunity zones popular with investors, but might offer less for voters
Trump’s Fed attacks could be ‘just cheap talk,’ says Fred Mishkin
Tesla CEO Elon Musk: extreme micromanager
If you win the Mega Millions jackpot, here’s how to maintain some privacy

Leave a Reply

Your email address will not be published. Required fields are marked *