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Stephanie Link Stock Picks

Recent Stephanie Link Stock Picks

Feb 06, 2024 Buyer of Apple (AAPL)

Feb 06, 2024 Buyer of Snowflake (SNOW)

Feb 06, 2024 Buyer of Ge Healthcare (GEHC)

Feb 06, 2024 Buyer of Bristol Myers (BMY)

Feb 06, 2024 Buy on pullback on Broadcom (AVGO)

Feb 06, 2024 Buy on pullback on McDonald’s (MCD)

Feb 02, 2024 Buyer of Amazon (AMZN)

Feb 02, 2024 Buyer of Apple (AAPL)

Jan 31, 2024 Seller of Alphabet (GOOGL)

Jan 31, 2024 Buyer of Bristol Myers (BMY)

Jan 31, 2024 Buyer of Amazon (AMZN)

Jan 31, 2024 Buyer of SLB (SLB)

Jan 31, 2024 Buyer of McDonald’s (MCD)

July 26, 2023

Stephanie Link of Hightower said she likes 3M Company MMM. The company reported a very good beat and raise quarter.

3M reported Q2 2023 adjusted net sales of $7.99 billion, a decline of 4.7% year-over-year, beating the consensus of $7.87 billion. The stock is still down 8% on the year and traded at 12 times earnings.

July 19, 2023

Stephanie Link of Hightower said she likes Keysight Technologies, Inc. KEYS. The company recently made one of the largest acquisitions to increase its software exposure.

Keysight recently announced its intention to acquire the entire share capital of ESI Group SA, which valued ESI Group’s entire share capital at 913 million euros on a fully diluted basis

 June 30, 2023

Stephanie Link of Hightower named The Charles Schwab Corporation 

SCHW as her final trade.

Charles Schwab announced a Summer Business Update for institutional investors on Tuesday, July 18.

June 15, 2023

Stephanie Link of Hightower said Zimmer Biomet Holdings, Inc. 

ZBH has a good valuation.

Zimmer Biomet recently reported first-quarter adjusted EPS of $1.89, compared to $1.61 a year ago and the consensus estimate of $1.64.

June 14, 2023

Stephanie Link of Hightower named International Business Machines Corporation  IBM as her final trade.

IBM disclosed its plans to open its first quantum data center in Europe.

June 12, 2023

Stephanie Link¬†of Hightower praised¬†The Wendy’s Company WEN, which recorded a 7% U.S. same-restaurant sales growth and 14% international growth.

“I like it,” she added.

Wendy’s reported first-quarter FY23 sales growth of 8.2% year-on-year to $528.81 million, beating the consensus of $522.43 million.

June 7, 2023

 Stephanie Link of Hightower said The Charles Schwab Corporation SCHW

Jefferies analyst Daniel Fannon recently maintained Charles Schwab with a Buy and raised the price target from $61 to $64.

June 6, 2023

Stephanie Link of Hightower picked Corteva, Inc. CTVA

Corteva collaborated with the U.S. Agency for International Development (USAID) to aid farmers in Ukraine.

June 2, 2023

Stephanie Link of Hightower picked Freeport-McMoRan Inc. FCX

Freeport-McMoRan reported better-than-expected earnings and sales results for the first quarter.

May 24, 2023

 Stephanie Link of Hightower said HCA Healthcare, Inc. HCA has strong fundamentals, adding that she loves the acquisition [of urgent care centers from FastMed] they did last week. The acquisition is going to give them higher growth going forward.

HCA recently agreed to acquire 41 urgent care centers from FastMed. The facilities, located in Texas, are likely to boost HCA’s urgent care operations.

May 8, 2023

Stephanie Link of Hightower said Chevron Corporation CVX is down 15% from its high level.

Chevron reported first-quarter FY23 sales of $50.79 billion, a decline of 6.6% year-over-year, beating the consensus of $47.98 billion.

April 26, 2023

Stephanie Link of Hightower named Johnson & Johnson JNJ, which she said reported a very good quarter. The company is also spinning off its consumer health care business.

April 19, 2023

Stephanie Link of Hightower said Corteva, Inc. CTVA has got great products. Adding that pricing power and their costs are coming down.

April 17, 2023

Stephanie Link of Hightower said after an healthy last quarter for The Estée Lauder Companies Inc. EL, there are chances of a good upcoming quarter.

April 05, 2023

Stephanie Link¬†of Hightower said she is watching¬†The Procter & Gamble Company¬†PG¬†very closely. It is a quality company and if it falls in a market pullback, this is the¬†“one I would be buying.”

March 31, 2023

Stephanie Link¬†of Hightower said¬†Schlumberger Limited SLB¬†is the No.1 company in the industry. The stock is down 17% from its high and trades at 16 times earnings. “I like the margin story and¬†pricing power,” she added.

Susquehanna analyst Charles Minervino recently reiterated SLB with a Positive and maintained a $68 price target.

Mar 24 ,2023

Stephanie Link of Hightower named NIKE, Inc. NKE reported a great quarter and issued good guidance. “Inventories are making progress and I think gross margins will benefit as a result,” she added.

Mar 22 ,2023

Stephanie Link of Hightower said mid-single earnings, revenue and profit growth is expected for Keurig Dr Pepper Inc. KDP. She also expects margins to expand throughout the year, given pricing actions.

Mar 8 ,2023

Stephanie Link of Hightower said Keurig Dr Pepper Inc. KDP is down around 13% from its highs in the summer.

Mar 1 ,2023

Stephanie Link of Hightower said she will continue to buy Target Corporation TGT , which reported a good quarter.

Feb 22 ,2023

Stephanie Link of Hightower said General Mills, Inc. GIS raised its FY23 guidance.

Feb 15 ,2023

Stephanie Link of Hightower said Zoetis Inc. ZTS had a really good quarter, reporting a 9% organic growth. “I like the stock,” she added.

February 07, 2023

Stephanie Link of Hightower said that the stock of Starbucks Corporation  SBUX was down 4% after the company reported earnings on Friday.

Starbucks has a ‚Äú10% comp in the US and 11% internationally,‚ÄĚ Link mentioned. She recommended taking advantage of the pullback.

January 24, 2023

Stephanie Link of Hightower named GE HealthCare Technologies Inc. GEHC as her final trade.

January 18, 2023

Stephanie Link of Hightower named iShares China Large-Cap ETF FXI, as China is reopening, consumer confidence is returning and GDP is bottoming.

January 11, 2023

Stephanie Link of Hightower said she is a buyer of Broadcom Inc. AVGO. Broadcom shares fell on Tuesday following a report indicating Apple is planning to replace a chip supplied by the company in its devices.

January 04, 2023

Stephanie Link of Hightower said Johnson & Johnson JNJ is spinning off its consumer health division, but not until November. The company has a great med tech business and also has a great balance sheet, she added.

December 21, 2022

Stephanie Link of Hightower said General Electric Company GE is splitting into three companies on January 4 and that‚Äôs a “nice catalyst.”

Analysts are overwhelmingly bullish on GE, the stock has a consensus Buy rating, according to Benzinga data.