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July 21, 2022 (New York)
Technology earnings are right around the corner and all eyes, ears, and fingers will be ready to buy or sell shares based on the numbers that come out. They will also be paying careful attention to the guidance that companies provide for the upcoming quarter.
Today, I would like to share my thoughts on Microsoft Corporation (MSFT), Amazon.com, Inc. (AMZN), Apple, Inc. (AAPL), and Meta Platforms, Inc. (META).
Microsoft is one of my favorites and I think everyone should have a little MSFT in their portfolios. Especially now when year-to-date shares are down just 17%. This is practically a safe haven stock as tech has been hit hard this year. The NASDAQ is down 23% so far this year.
When it comes to shares, they don’t look too cheap and they don’t look to expensive. What everyone is going to be watching for when they report earnings is a update on their cloud growth. If expansion in this area is happening, it will be good for shares. If not, there could be a dip that would present a strong entry point for investors.
I would wait for the news to come out as it seems likely that cloud growth could be slowing.
Amazon will report earnings on July 28 and the important metrics to watch are supply chain and cost issues. I’m expecting poor guidance. The new CEO who came over from Amazon’s web services division has a lot on his plate. Being a great techie and developing cloud software services for clients is very different than running Amazon, which is really a retail and transportation operation.
I’m warning everyone to be careful with this one as I think we’re going to see some disappointing news that won’t benefit shares in the short term.
Now, let’s jump right into Apple. What is it about Apple that I’m concerned about? Well, I’m concerned that we’re just not going to see that exceptional hardware growth of the past. It’s just unsustainable. When it comes to iPhones, MacBooks, and iPads can this business continue to produce and sell each year? Is this company going to be making $82 billion in sales in a quarter?
When you look at guidance and forward expectations, sales are only going to be up 7.5% then 5.5% in the coming quarters. It’s not double digits anymore.
Given all of this, Apple shares still look expensive so this is not a place I’d be putting new money now or in the near term.
Finally, Facebook or Meta Platforms as they are calling themselves now, is focused on this very uncertain new foundation. Everyone should be careful of this stock.
Even CEO Mark Zuckerberg said he never saw this kind of a slowdown coming. The shares look cheap but when it comes to internet advertising the bloom is off the rose.
My recommendation is to just stay away from this one.
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About Hilary Kramer
Hilary Kramer is an investment analyst and portfolio manager with 30 years of experience on Wall Street. The Financial Times describes Ms. Kramer as “A one-woman financial investment powerhouse” and The Economist distinguishes her as “one of the best-known investors in America.” Ms. Kramer is often quoted in publications such as the Wall Street Journal, New York Post, Bloomberg, and Reuters. She is a frequent guest commentator on CNBC, CBS, Fox News, and Bloomberg, providing investment insight and economic analysis. You can hear her weekly on the syndicated Millionaire Makers radio show.
Ms. Kramer was an analyst and investment banker at Morgan Stanley and Lehman Brothers. Ms. Kramer founded and ran a long-short hedge fund and has been chief investment officer overseeing debt and equity portfolios. Since 2010, Ms. Kramer’s financial publications have provided stock analysis and investment advice to her subscribers. Her products include GameChangers, Value Authority, High Octane Trader, Turbo Trader, 2-Day Trader, IPO Edge, and Inner Circle.
Ms. Kramer, a Certified Fraud Examiner, has also testified as an expert in investment suitability, risk management, compliance, executive compensation, and corporate governance.
Ms. Kramer received her MBA from the Wharton School at the University of Pennsylvania and her BA with honors from Wellesley College. Ms. Kramer has provided testimony regarding investment policy to the U.S. Senate and is a frequent speaker on the markets, portfolio management, and securities fraud and compliance. Ms. Kramer is also the author of “Ahead of the Curve” (Simon & Schuster 2007), “The Little Book of Big Profits from Small Stocks” (Wiley 2012), and the recent Wall Street Journal best-seller “GameChanging Investing: How to Profit from Tomorrow’s Billion-Dollar Trends” (Regnery 2020).