Jason Snipe, CIO, Odyssey Capital Advisors

Capital market activity may return next year (IPOs) to benefit GS. Last quarter, their revenues have been down 8%. He prefers Morgan Stanley for being a pure play, even though financials are not a great place being late-cycle.

Capital market activity may return next year (IPOs) to benefit GS. Last quarter, their revenues have been down 8%. He prefers Morgan Stanley for being a pure play, even though financials are not a great place being late-cycle.

Healthcare is down 2% year. He likes the devices in HC, with Stryker his top pick. Surgeries are coming back, and the company has a new suite of products coming.

Oracle saw 17% revenue growth last quarter. The sector has been booming due to AI. He likes software infrastructre stocks and the cloud. Interest rates could be a headwind going forward. Would take profits because shares have moved up a lot lately. He missed this stock.

Likes it long term, becuse digital ads have been strong and their cloud is finally profitable. But heading into fall seasonality you should sell it as a trade.

Because oil prices will continue to rise and this stock has momentum.

Tech names are priced for perfection and have moved up sharply this year. He's pleased to see transports, health and materials rally now, because that shows the rally broadening out. He's looking at Chevron, Boeing and Exxon Mobile, for instance. Multiple expansion is the first leg of a bull market. If there are misses like with Tesla and Netflix then other big tech could fall like that. Megatech is certainly vulnerable to a pullback. Look at Tesla and Netflix this week. Healthcare and energy will likely be the best-performing sectors for the rest of the year; they have underperformed so far this year. The labour market remains tight, which is a catalyst for healthcare. Energy stocks are pricing in a recession.

He ran out of patience. PNC missed on the topline, beat on the bottom in its report. Money is flowing to the big banks instead, while big regionals like PNC are stuck in no-man's land.

Reported a mixed quarter, but another record revenue quarter. Likes it. Are concerns over higher provisions and some delinquencies. 60% of new cardholders are millennials which is really a good growth opportunity.

Up 31% YTD. Cross-border travel is a tailwind, 35% of revenue coming overseas. He expects rev-par growth of 16%. He expects a strong quarter.

Up nearly 50% YTD. He's thinking of trimming his holding, and may look at Wynn Resorts for having more exposure to Macau. MGM is building their presence there, though, and Bet MGM is a good catalyst. This has run a lot this year.

Fixed income flows have been strong, and they raised guidance recently.

They report next week. Are concerns over how the CEO is running the company. Their retail business was clearly a failure and they want to exit this business. JPM reported solid numbers today. Some of the bad news is behind GS, so there is some upside ahead.

Shares are down 9% YTD, but is rallying 8% today on strong earnings. Has always liked this stalwart in healthcare.

Just hit a 52-week high. Are working on their password sharing crackdown while the ad tier is starting to work well. They are starting to generate cash flow again. Likes this for being a pure streamer as opposed to Disney, which he may re-buy down the road.