Biden announced a major stimulus package, but markets rolled over Friday. Puzzling--the market got what it wanted, yet sold. Why? Biden met, not beat, expectations. Also, bank earnings disappointed Friday.

Best of breed. Reported good numbers, but the stock still sold down. JPM made a ton of money in the last quarter. If this hadn't run up to today's earnings, this would have rallied. Instead, it didn't blow away expectations. Wait three days for the price to drop further, then buy in.

Has been a juggernaut, but it needs to massively beat the street, not meet its expectations. A normal beat is not enough. Also need to offer sunny guidance. They report Tuesday.

It pulled back 3% Friday, but doesn't expect it to much after it reports next week. US banks need to deliver a blow-out to impress investors. A simple beat isn't enough.

They report next week. The stock is seeing fatigue from all the competing streamers. For Netflix to rise, it must deliver a report blow-out, but he isn't holding his breath.

Reports Wednesday. For once, their numbers will be boosted by a strong US dollar, not pressured by a weak one. They move a ton of merchandise overseas.

Reports Thursday. The railways are rallying no matter what. After their last report, it sold off, but the stock has come back. Efficiencies and expense controls have driven the stock.

They just replaced their CEO after missing several sales misses. The new CEO did a good job at WMware.

Reports next week. The industrial cargo business is growing stronger. If this sells off in response to Union Pacific, then buy.

The star of the oil service business. He doesn't expect them to report a strong quarter next week, but the rig count has been rising. Overall, he considers oils trades, not investment stocks.

The solar energy stocks ran up, expecting a Biden win, so recently they have sold down.

Will introduce the new management team next week. Their moderate growth, big dividend story could attract conservative investors.

A SPAC. They do home services network to help homeowners find movers and contractors, using back-end technology. They get a cut of any bookings. They did a reverse merger with a SPAC. They just pre-announced excellent Q4 numbers and raised 2021 revenue forecast.

It's moved up too much and had to do an equity raise. Doesn't know how much money they're losing. Buy Boeing instead.

It's going down, because it depends on interest rates, which are very low. He prefers Crown Castle.