Lido Advisors’ Gina Sanchez offers 3 buys and a bail: Roche, TotalEnergies, AB InBev & Arm

In the Motherland, it’s time for three buys. Annabelle Europe EDITION. We’ll hear with the the trades today. Gina Sanchez, Lido Advisors, Chief Market Stratus and the CNBC contributor Gina, great to see long time no speak and great that you’re picking out some stocks back in Europe. For us, we first one, you’ve gone with Roche, which is of course the Swiss pharma company. It’s off about 6% so far this year, had modest guidance for the year ahead. Bank of America saying it’s one of the most well held large stocks in Europe. Why do you like it here? So finally the sort of COVID comps are starting to kind of become a thing of the past and so we’re starting to sort of go into some more positive outlook for the company. And as they’re continuing to grow revenues also their, you know their margins are also expanding and so they’re really setting up to do well. You know they’re, they’re being cautious, but I do think that this is a company that continues to deliver. We’ll see how the lung cancer data comes out in, in terms of their pipeline. But on the whole, this is a company that is doing everything right and finally getting past that those COVID comps, OK. Next we’ve gone for total energies, the French energy company, it’s up 7% so far this month. Morgan Stanley and Bank of America name it a topic in the oil space earlier in the year and the stock hasn’t got a single sell rating at the moment, which might be a a worry but but you still like this one, Gina, I mean talk us to about the valuation as well because I always think when you see valuation discounts Europe versus the US, you can kind of explain them at times. But on energy companies, the companies really are very similar. It’s not like tech where US tech is just a lot better without a doubt. But if you look at what they’re what they’re doing for the future, they’re really fully embracing LNG and they’re they have been making moves and have been diversifying their energy portfolio. So you know in in term it will take years. This is an energy company. This isn’t the sort of thing that you can really turn around on a dime, but they are doing all of the things that you need to create a better energy and more diversified energy portfolio for the future. So that long run story is probably what’s propelling this story and it will take time for that to work out. But there’s still a solid energy player and I agree with you, there’s very little difference right now, but it small moves now could actually mean very large moves in five or ten years time. And like Roche both have good dividend yields. Let’s go on to the next one. Another buy from you, Anheuser Busch in Bev ABI, also known as Bud in the US listing in there up 13% the US shares since the company announced a 1 billion share buyback program last fall. The stocks, pretty popular with the streets, got 13 buys, not a single sell rating according to facts 8 FactSet Gina. We’ve seen the industry as a whole, though, Diageo, for example, come out with some profit warnings of late. So talk us through way you like this one. Well, so this one actually has a tremendous Moat. This is a company that had a massive social media boycott and still managed to grow revenues, and that’s saying something. And right now, most people who are looking at Europe right now are looking for great companies that are cheaper than the US, because the outlook for Europe is still a bit sluggish. And this is a cheap company with a great Moat that shows that they can survive just about anything ’cause that was a pretty big hit. So you know, I I think for sort of total value, there’s a lot of unlocked value here. And now we’re going to go for the one where you, you think we should be sellers a Bale, and that’s ARM, which was our mystery chart that we were talking about earlier. Shares are up 70% so far this year. Mizzou HO recently raised its price target on the stop by $60.00 citing an attractive long term road map ahead. I mean obviously is a great innovator. It’s got exposure to the AI theme, which is why it’s taken off this year. But quite a few pointing to that all of a sudden jump in in the chart which we just showed as being something that’s kind of unsustainable. You’re absolutely right. This is, this is a great little stock. So it’s not that I don’t like the company. I think what they do is great. They make, you know, less powerful chips, but they’re they’re very power efficient And so, you know, they’re great in smartphones, they’re great. They’re moving into electric cars. And so there’s a good story there, but 84 times earnings, I don’t care how great you think the outlook is, There’s no way they’re they’re not a huge powerful chip maker. They’re going into a lot of smaller, you know, sort of smaller stories and expanding at the margins. So how they’re going to get over an 84 times earning is 84 times multiple is going to be a real challenge. ARM Holdings from Cambridge, England, It’s a sell, according to Gina Sanchez. Gina, thanks so much.