Mad Money Host at CNBC
Member since: Sep '20 · 6680 Opinions
They just cut guidance, because the US consumer is starting to stall, due to weaker consumer guidance. They cut their revenue forecast from 8% to 4%, but in a recession they'd be down double digits. Stock weakness also happened after two high-profile plane crashes
It's replaced Delta as the best US airline. Their outlook is positive. Is -38% from January highs and trading under 6x PE.
The completion of new cruise ships will constrain supply and be positive for cruise ships' pricing power. Is -25% from highs and trades at 14x PE.
Share hit a high after last month's surprise quarter, prompting upgrades. But shares have since lost those gains. Is cheap now. Is a long-term secular winner. It's the prefferred way for young people to travel.
Shares have tumbled. Last week, they reported a good quarter though a light full-year forecast, because consumer confidence has slid due to tariffs. They have 43% market share in the US. They grew revenue in the US by 32% with 19% total revenue growth. They manage costs. There's room to grow with states like California and Texas still barring sports betting which is popular because it's a cheap form of entertainment, he thinks.
Enjoys the same tailwinds, and a duopoly, with Flutter whom they trail in market share. Has pulled back hard from highs.
Has fallen hard, but the new tariffs will be good for their business, driving people to buy used cars. A good CEO.
Quality food and good managers. Buy 50-75 shares initially.
Soared last month after a great quarter, but has fallen hard since. Q4 net cash flow beat estimates. Likes this company and the cybersecurity space.
He was wrong. He thought digital banking was the way to go.
They keep losing money.
Yes, Warren Buffet owns it, but OXY has a lot of debt.
It ranks #3 in its sector. They have a lot of exposure to China, which worries many.
It finally reached undervalued levels, which should lead to a big bounce. During recent selling by retail investors, the stock has been showing aggressive professional buying. Seasonality starts this time of year. Also, LW's cycle forecast points to a rally, based on history.
He owns a lot. Their growth is in aerospace. Nobody wants Boeing, so they'll buy HON. He also likes their chemicals business, though it isn't growth. Their automation is a work in progress.