StockStory flags JPMorgan Chase (JPM, $902.2 billion market cap) and Berkshire Hathaway (BRK.A, $1.14 trillion) as stocks to sell, and puts Applied Materials (AMAT, $324.8 billion) on its watchlist. JPM's revenue grew 8% annually over the last two years, lagging other banks, and its 2.5% net interest margin is weak. Berkshire's revenue rose 4.2% annually over five years and its EPS grew 7% annually, both below the financials sector. Applied Materials, founded in 1967, is described as the largest provider of semiconductor wafer fabrication equipment. The article argues that the scale of these mega-caps can limit their ability to find new sources of growth.
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