Mad Money Host at CNBC
Member since: Sep '20 · 6423 Opinions
They minimally invasive surgical devices, particularly in cardio-vascular, plus medical services. Last year, shares rallied 55% and is up 6% so far this year, thanks to JNJ pausing a competing device. He expects double-digit growth across the entire business, which is rare for pharma.
It's been lost in the wilderness for years, but has had a bunch of successful product launches and the stock is now cheap.
It deserves to be struggling. It has the worst collection of brands. Shares deserve to go lower.
They have tremendous designs. Has owned their clothes for a long time.
Is a big cyclical stock that may be good or bad. This needs the Fed to cut interest rates 17 times for this to rise. Don't rush to buy this.
The ultimate spec. It loses money. Now at $3. A casino.
They report Monday. They have a big presence in California, but no, they won't benefit from the Los Angeles fires; LA homes are more expensive than what KB deals in. Trump's draconian anti-immigration policy will hurt all the homebuilders by increasing wages and therefore costs.
Banks earnings happen next Wednesday: JPM, Goldman, Wells Fargo and Citi. He expects good reports from all. The expected increase in M&A will benefit all. These stocks are off their highs at very low PEs. He's been buying them.
Banks earnings happen next Wednesday: JPM, Goldman, Wells Fargo and Citi. He expects good reports from all. The expected increase in M&A will benefit all. These stocks are off their highs at very low PEs. He's been buying them.
Banks earnings happen next Wednesday: JPM, Goldman, Wells Fargo and Citi. He expects good reports from all. The expected increase in M&A will benefit all. These stocks are off their highs at very low PEs. He's been buying them.
Banks earnings happen next Wednesday: JPM, Goldman, Wells Fargo and Citi. He expects good reports from all. The expected increase in M&A will benefit all. These stocks are off their highs at very low PEs. He's been buying them.
Healthcare stocks are no longer struggling with the post-Covid hangover, better earnings recently, and good news about Medicare this evening $21 billion payment boost). He expects a good report.
They report Thursday. He likes it. It's a barometer of the economy. Watch their report.
They report Friday. Rising prices aren't enough to turn around SLB, which has been in the dumps for a year and 4 months. But he expects a positive forecast from them, given drilling optimism.
It's turned around in the last 6 months under the new CEO, rallying 40%. In the face of expiring drug patents, they launched a revolutionary schizophrenia drug. He also likes the rest of their pipeline to treat cardiovascular disease and oncology. He bought shares late last year.