Like Home Depot, SWK is still worth buying home improvement stocks like this despite a big run-up. People will continue to spend on their homes, seeing it as an investment, not as an expense.

Will benefit as people return to the malls. They have a thriving e-commerce trade, too. Another tailwind is the home improvement boom (riding the housing) boom as the economy reopens.

MKC sells spices, so it's widely viewed as a lockdown stock. And yet, restaurants will fully reopen and restos make up 20% of their business. This is a hybrid stock, benefiting from the reopening but also lingering stay-at-home habits as people will continue to cook at home but also dine out.

They'll do well selling seeds as we enter gardening season. A wider tailwind is the continuing home improvement boom. Etsy now sells home improvement and gardening products.

Will benefit from the infrastructure program and economic reopening, so how much upside is here? The infrastructure will give you a 30% pop. He prefers peer, NUE, which doesn't need an infrastructure bill. X-N has made a comeback, but it isn't best of breed. He would look elsewhere.

Cloud stocks have bounced back partially. OKTA got hammered in February and March, but has rebounded $20. This week, OKTA is announcing big new products, but the market doesn't care. Still, he thinks this is a good story though the stock is out of fashion.

On Monday, it hit an all-time high during a fabulous jobs report, but then yesterday the market didn't like its quarterly report, which beat in earnings, inline sales and slightly raised full-year forecast. He liked this report, but Wall Street didn't. PAYX shares plunged 5%. He saw this coming, because PAYX tends to report good numbers then sells off, which creates a buying opportunity before grinding higher.

You can buy this now at 20% below highs. SHOP is shooting the lights out.

He likes this and CCIV. Both have been hammered but will be the winners. They're the best of this breed in EVs. This will get a boost if he gets a Washington subsidy.

He likes it. It has lasting power. People have discovered golf and are never going back.

Their suite of products is better than it was, though competition is fierce. He prefers Cisco for its CEO.

They said a lot of good things on the recent investor day, though he's surprised the street didn't pay much attention. He likes this stock, but that said, he finds supermarkets now a questionable investment.

The market viewed this as too expensive. He consider their product, though, as a way to play the reopening, because their platform helps users keep track of bills. Their product has great value.

The stock is better than its chart, but CHWY has more mojo in this space.

Don't buy. Look at Pioneer (PXD) instead which is doing an equity offering now.