Up 635% for the year during Covid. They reported a great quarter earlier this month and the stock hit new highs and even made a new high today as tech stocks (and markets) slid. This is unrealistic. Profit-taking is in order now. Like the 1999 dot-com bubble, this is a prisoner of its own momentum.

The tech rally this year, tech now correcting It's been $103-107 this week so far. Let's say $103 is the floor, which means roughly 25% off its highs (of nearly $138). Buy around $103. 25% off highs for the megacap tech stocks is buy level during the current tech correction.

His rule: buy a tech stock that's 25% off highs during the current tech correction. It's up 27% YTD, so it might bottom sooner than the other megacap tech names. Buy at $175-180.

Facing anti-trust scrutiny from Washington, so it's tricky to figure where to enter during the current tech sell-off. It's up only 5% YTD but it's a good company. It's trading at 31.8x this year's earnings. Has a lot of cash and boasts terrific growth. If it keeps falling, buy it.

An excellent company with great growth as a packaged food play. Has a tremendous balance sheet. It's pulled back 11% from its highs and now pays a 3% yield. It's a snacking company and snacking is big during this pandemic.

A consumer defensive name just reported a great quarter and raised its dividend to 3.5%. These days he's buying big tech that's 25% off its highs and defensives that pay over a 3% dividend. It's come down from $66 to $57, which is a buying opportunity.

Just announced it started its phase 3 trial of its Covid vaccine. JNJ offers real value. You can buy a tranche tomorrow then more if it goes down.

dsfasf

AFAFD

It IPO'd today and doubled its asking price.

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.