Stephen Weiss, Founder, Short Hills Capital Partners Porsche Automobil Holding POAHY-O BUY Jul 22, 2022

He re-entered Porsche because they guided positively for this year, and it is a luxury brand so it's not impacted by consumer weakness. He's cut back his Target shares a lot, because next week will be important, not for market earnings, but what the Fed will say. He missed the bounce last week, but has caught part of the bounce this past week. Everything is short-term in this market; he's not predicting a bigger bounce ahead.