Joe Terranova

They reported today amid high expectations built into the share price. It's hitting highs today, but stay in this stock. because it's thriving within a secular bull market for agriculture. Also, there will be an acceleration in replacing aging farm equipment. Plus there will implementation of autonomous tractors. Stay committed to the entire ag space as a whole as it moves into 2023.

TJX and Dollar General are the names you need to look at in retail now, though the market has been anti-retail. PE's may be high, but they benefit from the economic environment.

TJX and Dollar General are the names you need to look at in retail now, though the market has been anti-retail. PE's may be high, but they benefit from the economic environment.

San Francisco's Fed chair called for a slowdown in hiking interest rates The market is telling the Fed that it can't wait any longer to see the effect of their rate hikes is reducing inflation. Therefore, he expects the Fed will pause their rate hikes in November. You have to give the market a chance to catch its breath. We're seeing cracks in how to price fixed assets.

It's the ultimate value trap. Meta lacks any clear direction. They just lost their head of acquisitions that bought Instagram and Whatsapp. Avoid. He is cautious about all the FAANGs. The share buybacks though will cushion all their downsides.

He is cautious and not confident about all the FAANGs, but MSFT is okay because their cloud growth will be there.

He worries that their services revenue will decelerate to single-digit growth; they face a strong USD and problems with China.

Their outlook was cut and downgraded today. This discretionary sector is coming under pressure. They have failed to re-establish the growth story where investors before paid a premium for shares 5-7 years ago. It's down 69% year to date. It's the ultimate trap.

Lockheed martin earnings were spectacular which may auger well for Northrup.

Bought it a few weeks ago. it's enduring in a time when big shortages in copper are pressured by copper prices. Cheap valuation. Great way to play the peaking US dollar.

Their report won't disrupt their momentum. The stock is breaking out now to $100. He's maintaining his position. One of his favourite names.

Saw a 4% product price increase in August, but with food costs easing, margins should improve. Great managers.

He sold it a while ago and was thinking of buying it back. It will be a challenging quarter when they report Friday. But is the CEO frustrated, given his recent remarks, about earnings potential?

Energy is up 43% YTD and 10% for the month, but this is at the start of a secular bull market. The low cost of debt and capital have been drivers. They will prioritize using technology, dividends and shareholder returns.