A favourite of his. The company is investing $100 million in helping minority-owned US businesses in the coming decade, and yesterday they announced a small investment in wine, la Fete du Rose, for example.

It's the perfect reopening stock and the CDC announced last night that vaccinated Americans can go maskless. Mask-free theme parks will be a big tailwind for Disney. Some analysts are at fault for getting ahead of themselves; Disney made their numbers when they released their quarter yesterday.

They report Monday. Was a market darling 4 months ago, but the stock has since plunged along with the EV group. Managers got excessively promotional about their pre-order numbers--bad call. He prefers Fisker.

They have an attractive core business with operations in the Carolinas, Florida and the midwest. But they also have liabilities that led to credit downgrade last March. He wouldn't be excited by a slow, steady utilities company at this stage of the cycle, but Next Era has been trying to buy DUK for the past year. DUK pays you a 3.7% yield to wait. They reported a solid quarter this week. Shares were up 2%. They've benefited from the input of a non-hostile activist investor.

Activist investor Elliott Management got involved with CCI last year. CCI shrugged off EM's proposed changes, but CCI appears to have taken their advice by making changes in the board suite, improving operations, raised dividend, added a new executive and building fiber in small-cell sites that provide more coverage in densely populated areas. CCI is up 8% in the last 6 months, so things have worked out for CCI, because EM's ideas contributed.

Activist investor Elliott Management last December wanted changes in the executive suite and PSA actually did that. PSA also bought a company that was accretive. In this case, PSA is a case where a company partially accepted EM's suggestions.

In February 2020, activist investor Elliott Management took aim at Twitter. Twitter actually added an EM partner to their boardroom. The CEO cancelled his excursion plans to work with EM. The changes paid off huge and the stock has since risen (though sold off after a weak, recent quarter).

The Slack acquisition isn't not liked by many, but the CEO is one the best acquirers around, so he thinks it will pay off.

It was a pandemic, stay-at-home winner last year, but software stocks like this have been hammered lately. FIVN reported an excellent quarter in late April, but it didn't matter because tech is out of stock. However, tech is regaining some traction; FIVN jumped 3% today. Is this a relief rally or the bottom?

They report Tuesday. He's heard the company is doing well, but e-commerce execution is falling hopelessly behind Amazon with no chance to catch up. However, he can't confirm this, and he still thinks WMT is worth owning.

Perhaps he should own this, because this looks like the most successful home improvement and gardening season in years. They report Tuesday. But HD may sell off after the report as usual, so buy then.

They report Tuesday. Share may pop, but today's 14% advance may have stolen that. He expects a slight beat when they report. Macys needs foreign tourists and we're not there yet.

They report Tuesday. It can run here. A fabulous pandemic stock when people were stuck at home, but investors see it as a old lockdown stock. He disagrees.

This week proved that investors can get too negative and miss out on stock performance. There was panic over inflation fears based on rising inflation data, but the last two days stocks, especially tech, bounced back sharply. Also, reopening stocks have run up hard, perhaps too far, lately, so they haven't maintained that pace. Doordash and Airbnb, for instance, delivered good quarterly reports this week and they bounced back strongly. The lesson: Stay the course. When things look ugly, they often snap back. You can buy when they pull back.

They report Wednesday. Under the new CEO, he expects Lowes to take market share from Home Depot.