Three buys and a bail: Microsoft, AMD, Caterpillar, & Enphase

Danielle Shay, VP of options at Simplr Trading, joins CNBC's 'The Exchange' to discuss four stocks: Microsoft, AMD, Caterpillar, and Enphase Energy.

[@Chenghaop3]

Microsoft looks like it might test the $400/share level again this week. Definitely have some of the Mag 7 companies on my watch list.

[@BaozhaiDongmeiw2]

Consistency in investing is crucial for long-term success, especially in the stock market.

[@JunlaiAiguo]

My adviser encouraged consistent investing, helping me navigate market fluctuations and achieve steady profits over time

[@FrankEword0v]

Mind if I ask you to recommend this particular coach you using their service? Seems you've figured it all out.

[@JunlaiAiguo]

Nicole Anastasia Plumlee can't divulge much. Most likely, the internet should have her basic info, you can research if you like..

[@FrankEword0v]

Thank you for the lead. I searched her up, and I have sent her an email. I hope she gets back to me soon.

[@amolejoshua7452]

Well, I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises plummeting stocks that were once revered and I don't know where to go here out of devastation.

[@KacieLehman]

Investors should be cautious about their exposure and be wary of new buys, especially during inflation. Such high yields in this recession are only possible under the supervision of a professional or trusted advisor.

[@JuneTalley]

@@KacieLehman I totally agree. A financial advisor can provide valuable insights and help ensure that our investment portfolios are aligned with our long-term financial goals. They have the expertise to navigate through market fluctuations and make informed decisions.

[@amolejoshua7452]

@@JuneTalley I have been considering going the same route, could you share more info please on the advisor that guides you.

[@JuneTalley]

@@amolejoshua7452 The decision on when to pick an Adviser is a very personal one. I take guidance from ‘Victoria Carmen Santaella‘ to meet my growth goals and avoid mistakes, she's well-qualified and her page can be easily found on the net.

[@amolejoshua7452]

@@JuneTalley Thank you for the lead. I searched for her, and I sent her an email. I hope she gets back to me soon.

[@jakebrayojeda3484]

En phase is best in its class. My experience with en phase inverters has been exceptionally great!

[@ryanwolfe7041]

She knows nothing about enphase

[@mikepatel2067]

$AMD is at good valuation!!!

[@RHSJCPandya]

Sorry but both the host and Danielle Shay are FOS. I would like to understand exactly how her Enphase experience was a "disaster" (realtors, what) ? Enphase has very successfully deployed millions of solar energy micro inverters everywhere, so not sure where her "personal experience" based condescension and snark about the company (and renewable energy overall) comes from. And if Danielle thought the solar batteries during Yuri would give her whole home emergency backup power (vs partial home) then she was wildly misinformed and/or not paying attention to what she bought. My sense is many financial consultants like her are hoping a new administration will fully double down on dirty energy to make short term profits, while the planet continues to fry and destabilize.

[@DavidHendry]

She was likely dumb enough to finance her purchase... and if she paid cash for the panels with the intent of selling the house shortly thereafter ... she is a FN moron that does not understand that the way to get a ROI on solar panels is a long term hold. She made herself look quite foolish by not understanding the financial implications of her buy. Her complaint was not about service failures or lower electric bills. It was about her lack of knowledge. No one is going to make payments on the Generac you finance either. God help the people whose money she plays with.

[@GreatSharkHunt1997-nt9pw]

CAT always sells off on earnings, that's your chance at the end of July to buy it on the cheap.

[@bdog0050]

Cats EBITDA, earnings, everything up at all time highs. They beat eps by 15% or more each quarter. Increase in dividends. $200 billion share buybacks recorded in their 8k report. RSI p/e is low from a technical perspective this is great value. If you’re in industrials, this is the king.

[@djryan8944]

Wow. She judges a stock based on one personal experience? I guess I should judge her based on her bad non-thorough review?

[@derrickhensley7898]

ENPH will do well when interest rates come down

[@SigFigNewton]

Getting rare for me to hear someone who is bullish on Microsoft because they actually believe that the valuation is justified by the growth rate

[@2023gainer]

The EV sector Charging Up for a new record 17 million EV sales in 2024.. Polestar... Archer Evtol Jets..QS... FSRNQ.. Fisker with 3,000 vehicles heading to New York City Uber/ Lyft drivers. Joby Evtol Jets.. Lillium Evtol Jets and more.

[@Tendomcgoobin]

Dawg, Fisker is a 0.

[@bdog0050]

And you need caterpillar for all the mining

[@CimandeTube]

Daniel Shay is a smart woman...

[@DavidHendry]

Daniel Shay is an idiot...

[@DavidHendry]

she likely financed her solar purchase.

[@CimandeTube]

Systems running Linux or macOS do not use Channel File 291 and were not impacted by Crowdstrike issue. Had they been using this file they would have been impacted. Why are MSFT not pushing this reality.

[@Freedomhack]

"So for that reason im shorting it"....

[@Thehammer315]

Her opinion on Enph does not matter. She had no clue. Also since when do real estate agents know anything 😂.

[@brandoncarlson4957]

"Can't stand by the product". It sounds like she got burned by a contractor, not the equipment itself. Enphase units have the lowest failure rate of any residential unit out of the box. She may have had a bad personal experience, but her opinion is tainted away from what the statistics show each year.

[@jc4418]

Oh snap that’s Danielle Shay

[@RHill40]

The market cycle says it's about time for a major correction.

[@Na4Ge4]

she probably got enph at peak

[@kurdi98k]

JD Vance will run things, Trump will be just for show and mostly look at tv ratings on the different networks

[@luanvoable]

Seriously, AMD ?. The P/E ratio is more than 200

[@bharat2370]

That’s due to Xilinx acquisition. It stays in financial statements.