It's a great reopening stock, because it makes money from travel ads, but when stay-at-home stocks rally, GOOG gets dragged with them, largely because of ETFs.

It's down a lot from its high, and is part of the stay-at-home trade, which is way out of fashion now. He needs to see a good quarter to prove DOC isn't just a stay at home.

Buy the dip? It's considered a pandemic play and those stocks are way out of fashion now.

It's considered a stay-at-home pandemic play, so investors are avoiding it. He thinks TDOCE is better than that with upside. Let others sell it so you can pick it up cheap.

An accelerated vaccine schedule (Moderna will pump millions of shots into the system next week), will raise all boats in the economy from drug stocks to housing. After days of selling, today saw a ton of buying across the board. It's all about vaccines to drive the reopening.

It went through the meat-grinder this week based that its human rights stance could triggers a boycott (https://www.cnn.com/2021/03/25/business/hm-nike-xinjiang-cotton-boycott-intl-hnk/index.html). Today, Nike saw an upgrade. But China is a huge market for Nike, so Nike is at risk if Beijing starts cracking down on companies criticism, even mild, against the Chinese government. It's possible that US-China relations may not improve under Biden, but we'll see.

He's watching the unionization drive workers in their Alabama warehouse. Workers are voting right now. Maybe that's why the stock didn't rally today.

It reports Tuesday. It's controversial. A big spicemaker including a huge food-service business that supplies restaurants, but of course that got hit badly during the pandemic, though its consumer business thrived during lockdowns as people cooked more. However, when society reopens there will be less cooking.

This supermarket is a wild card. They have an analysts meeting on Wednesday. It thrived during lockdowns as people bought more groceries and couldn't dine out. But the stock is trading as if it'll benefit from the reopening. That could be right.

It reports Thursday and he expects a blow-out report. They sell used cars. Carmakers can't make new cars because of the ongoing semiconductor shortage. So, the used car market is soaking up demand.

Doesn't like it. It's had a good run like all oil natural gas stocks. They will make okay money given current and projected oil and nat gas prices.

They got left behind in the car boom last year and now, because they didn't have enough EV exposure, just 3% of their sales. They're changing that, as announced last Tuesday, and will grow their EV business to 25% of sales by 2025, then to 45% by 2030. The stock has run up since the year started, but has pulled back in recent days. Forget 2025--the company delivered a great quarter last month. BWA sells at only 11x PE. This is the stock to buy in a fast-growing economy.

It surged 12% yesterday on a strong investor day. KRB was an energy services company until the oil price crashed in 2014. Since then, KBR has moved away from being a higher-end government contractor into making more money from sustainable technology, helping companies achieve their ESG goals. They've separated themselves from engineering-construction companies. KRB projects doubling-tripling earnings by 2025.