The well -known investor Stephanie Link recently declared on CNBC that she would buy more Meta Platforms Inc (META) actions and additional Amazon.com Inc (AMZN) actions on all declines by names.
Link currently has the two names.
Frequent guest on CNBC, Link is the chief investment strategist at Hightower Advisors.
Why the link is optimistic about Meta Platforms Inc (Meta)
Noting that Meta Platforms Inc (META) is still down 13% compared to its peaks, Link stressed that its income increased by 16% in the last quarter compared to the same period a year earlier, while its operating margins came approximately three percentage points greater than expectations in the first quarter.
In addition, Link is satisfied with the free available cash flows from the company and is optimistic in the company management team.
Finally, the investor stressed that the actions change hands for only 17 times the event estimates of analysts.
Why the link is optimistic about Amzn
Amazon.com Inc (Amzn) is negotiated 14 times its Ebitda, much lower than its historic average valuation of 17 to 18 times its Ebitda, Link reported.
In addition, the technology giant has “incredible moats” around its retail, cloud and advertising companies, according to the investor.
Link called advertising “the real surprise growth engine of the company in the future”.
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Read then: 20 best AI actions to buy now And 30 best actions to buy now according to the billionaires
Disclosure: The author has AMZN actions but does not intend to exchange them within the next 48 hours. This article is initially published by Insider Monkey.
