Buy Facebook & FedEx, Not Norfolk & Walmart

Shares of Facebook (FB) - Get Report are up over 13 percent year-to-date, helped along by last week's stellar first quarter earnings report. Rahul Shah, CEO of Ideal Asset Management, said Wall Street analysts are still underestimating the social networking giant. 'Facebook's first quarter is usually their slowest in terms of revenue growth, so upcoming quarters will be even better and Wall Street's expectations are still too low,' said Shah. On the flip side, Shah is bearish on Norfolk Southern (NSC) - Get Report , down over seven percent so far in 2016, despite its earnings beat last week. 'Norfolk Southern still has too much exposure to coal,' said Shah, adding that volumes are at risk of declining as the expansion reaches its final stages. Finally, Shah is also negative on Walmart (WMT) - Get Report , despite the fact that world's largest retailer has seen its stock rise over 10 percent year-to-date. 'Walmart is being squeezed by both Amazon.com (AMZN) - Get Report and the dollar stores,' said Shah.