Stephen Weiss, Founder, Short Hills Capital Partners

Retail is loaded with landmines, but DKS can execute. He missed the recent dip as a buying opportunity.

They had a great quarter. They had done nothing until they picked up a $2.5 billion line of credit. Shares have doubled, but he sees a lot of upside. The aviation cycle will continue. 

Run by a fine CEO. They project $10 billion revenue, and they are disciplined when they buy companies. A long-term compounder. Lower interest rates will drive their end market.

He bought more because he didn't hold a large enough position. He expects it to reach $100. He may add even more.

He re-entered this, because the stock was moving up. Later, he realized it was because of Buffett buying it. The fundamentals alone are dead money. Expect it to hit $325 then pause. They won't resume growth till 2026.

Intel has fallen so far behind TSM that it's hard to attract and maintain to talent, creating a negative cycle and continuous decline. He doesn't mind Washington have some stake in Intel, but Intel has so many issues. TSM and NVDA remain the top companies in chips.

AI spending is at an all-time high, the fastest in the history of any tech the world, including the internet. No, valuations are not excessive, and he's still invested. These companies remain the best-positioned, because immigration policies means a labour shortage, especially in small business whose margins will suffer because of a lack of cheap labour. Stick with the Mag 7.

Momentum will continue. It's come back from recent lows.

It's been moving up the last 5 days and has momentum. But the fundamentals remain flat--flat revenues and earnings. He prefers companies that have great fundamentals and are truly undervalued.

Upgraded today. He loves it because they have executed their latest plan beautifully and have fulfilled guidance perfectly. Not expensive, and they continue to beat and raise.

Upgraded today. Is fairly valued. The quarter was good, but not exciting. Is a core position of his. The risk is if Russia and Ukraine end the war, this could lower commodity prices, but he doesn't expect this anytime soon.

Will be a permanent compounder. They had a good quarter. The buyback will happen.