Mad Money Host at CNBC
Member since: Sep '20 · 6430 Opinions
Has tumbled 15% since the LA fires started. Is a buying opportunity.
A great performer but was sideways most of last year. This month already, though, it has jumped nearly 20%. Not merely a cell phone provider, but pervasive in many areas.
A good spec. They focus on the brain. Shares are at $11, but it's a spec.
The RNA-based therapeutic companies are not doing well. Maybe it's a reverse-halo effect of the Moderna report. It's troubling.
Doesn't like SLB either, and RIG isn't as good as SLB.
They announced after today's close that they're accelerating the spin-off of a division and keeping the other. This will bring out more value. Worth holding onto.
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.
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.
Many companies could drill which may drive energy prices down. However, shares are sitting a 52-week high now.