Rocket Companies, Inc. (RKT)

Was upgraded today. They have invested big during the housing freeze, but as that thaws it, RKT will benefit big.

Will benefit huge if interest rates fall, even slightly. This is a mortgage business, and he wants at minimum a re-financing boom. An activist fund behind the MSFT and CRM turnaround now own 10% of RKT. They are buying two companies to expand.

If the Fed cuts rates, this will definitely go up 50%, but how likely with they cut? He's more negative short term than most people.

Well-positioned. Looking at packaging/container board names, the bottom of the box usually has Rock Tenn imprinted on the bottom. When you look at container board price hikes, and increases in container board packaging, this one has pricing power. Price hikes they have implemented in the last 12 months are driving free cash flow. That free cash flow is driving the stock price. Has a long way to go.