A cloud computer company that supports companies' finances, sales and supply chain, basically financial planning and analysis. They reported a blow-out quarter last month. Reported a blow-out quarter last month and super guidance for the next quarter and 2021.

Investors hoped Elon Musk would talk about a million-mile battery today, but instead he spoke about a $25,000 car Tesla will release in three years. The market was disappointed and the stock sold off. This is a case of investor expectations. But they missed the significance of a cheap e-car that Musk announced. That said, Tesla has still run up too high and, though worth buying, isn't ready to enter yet.

It's crazy expensive and always will be, but it is the future--meatless food. Buy some now and some later when it's lower.

A high multiple earnings stock that will come down. He likes their business a lot, but expect pain if you buy it now. It sells pet food online.

Dollar-cost average this as it bounces around? The CEO is doing a great job, but the stock got ahead of itself. Few people expected their numbers to be this good. Buy at $63 to DCA.

It's fine, but he does not likes financials (or energy). He just likes MET's yield and that's it.

Forget about a lack of further stimulus; there could be a US government shut down next month. Small businesses in restaurants and bars need financial help the most. Many will go out of business. Airlines and the travel sector also need a bail-out. House-buying is booming, but apartment renters are sinking. With the US election looming and Trump threatening to immediately replace Ruth Bader Ginsburg on the Supreme Court, there are jitters among investors, enough that he urges them to hold (not sell) stocks.

As stocks slid today, there was a silver lining in some tech name. Apple rallied to finish 3% positive. We're in the middle of a tech sell-off in September. Don't sell tech now, but buy.

NCLH has enough cash to last two years and the CEO knows how to raise capital. There's a lot of panicking among travel stocks, lots of selling, so take advantage and buy into that panic. This is a buy if you have a two-year outlook.

They just released very promising data on their breast cancer drug (the previous update in June saw the stock pop), but the stock still dropped in price today. This is strange and undeserved, but the selling won't last.

This major U.S. supermarket chain hasn't done much since it went public in June, but saw a lift today, driven by fears of a Covid lockdown this fall. It sells at a cheap 7x earnings, one of the cheapest on the market. It operates over 2,200 supermarkets under Albertson's and Safeway banners.

The Covid trade We're seeing the Covid trade now, as 17 states see an uptick in cases. Buyers sell anything remotely related to a lockdown, namely bars and restos (Dardens), and buy stocks that, say deliver good, like Dominos, or fill your pantry like Campbell's. Walmart and Amazon will be able to sell online and thrive. Square and Paypal will be used by small businesses. Cybersecurity like Palo Alto are also buys. The stay at home stocks that have been working will continue to do so. We've been through this pattern twice and will continue until a vaccine emerges.

It owns movie theatres, hotels and resorts. He's bearish when it comes to Covid-related businesses, being someone who owns small businesses himself and he can see what can go wrong.

They run prisons. He's not a fan of this space and wouldn't touch it.

They had a terrible quarter and set other tech stocks down with it. Be careful with this.