Kevin Simpson

Pays a 2.6% dividend and boasts $18 billion free cash flow.

He's been buying this weakness. Lots of risk. Can't recommend it.

He's surprised with how strongly shares are soaring on phase 3 trial results of their obesity drug. They're a little late to the party in these drugs, but theirs you would take less often their than peers'. Also, a recent acquisition makes them double-digit revenue growers and is accretive. Loves the dividend growth too.

After they reported, shares declined 10%, but he still thinks they're best in breed, with retail banking on top. They increase their 2.4% dividend by 10% annually and trades at a 10x forward PE. Banks have been strong the past year.

He added more. The consumer is trading down (see Kellogg's and Starbucks earnings). There's growth here again, and have been increasing their modest dividend. Boast $4 billion in free cash flow the past year.

He just trimmed it on oil's move upward. 

Doesn't think the earnings increase justifies the $20 increase a weak. Is now 29x fowrad PE now. The share buyback is massive. He wrote a covered call this morning because today's move was huge. Take profits at $190-200.

The market is up so much since the Oct. 27 lows. History says that we are due for a correction and tech is vulnerable. He's sell tech (take profits). The markets are 100% frothy.

He's now bullish after exiting last November. They just announced AI innovations, which is a tailwind, though he's not that concerned about China pushing its own smartphones. They have $100 billion of free cash flow--they print money and he likes that.

He just started a position. Everything that Boeing is doing well, aerospace companies like this benefit. Also, they're streamlining their business, starting with aerospace, and can benefit from the infrastructure play. Pays a 2.2% dividend, bug share buybacks and solid dividend growth. He's expecting a breakout after sluggishnes.

He's selling calls on this. The volatility spike is giving him opportunities to write calls for a $57 strike two weeks out (11% annualized). 

His price target is $300. Has owned this for over a decade, a great dividend compounder, but he wouldn't rush into it now.

It reports next week. Is hitting a 52-week low today. He bought it higher, at $470, last month. Don't buy ahead of earnings. They're taking punch after punch. He's close to being stopped out of his position. He will watch for guidance. If it's a sell-the-news event, he might sell.

They report on Tuesday. He sold it and would avoid it. Has no expectations for it.

Wait till they report earnings next week. He expects sell-off the week after. Buy then.