Joe Terranova

Off-price retail is in the sweet spot now, and TJX is the best at it. They reported beats and raised full-year outlook. They can avoid tariffs. Are seeing margin expansion.

He recently bought it. There's strong engagement in the financial services industry, including heavy options volumes. TW is the trading platform for fixed income, and they perfected the model. Has strong revenue growth and momentum.

He recently bought it. There's strong engagement in the financial services industry, including heavy options volumes. Broadridge provides strong technical services and are expanding to the UK with an acquisition. 

He recently bought it. There's strong engagement in the financial services industry, including heavy options volumes. 

A trade, not a long-term investment. He trimmed it, because he's been buying higher from $206, and will sell when he sees exhaustion in shares. $235 was a temporary ceiling, so he took some profits (sold half his position). He doesn't look at prices, but how the stock reacts to the overall environment. Is purely a trade.

Peers Lam Research and KLA Corp are performing well, but AMAT is an anomaly, not executing.

Cybersecurity recently is seeing a modest correction over a feeling that IT spending will pull back. This is puzzling, but the cyber threat remains and there's a need for security. We need strong guidance from PANW to see positive momentum. They report today.

Is up a remarkable 44% the past year with double-digit earnings growth.

He bought even more because of the stock's momentum. Momentum is crucial in today's market. Plus, Apple has such a dominant, huge market cap--portfolio managers underweighted this earlier this year, but are not rebuilding positions in Apple quickly.

This is a big deal. UFS is what the younger generation wants. The balance sheet has greatly improved and revenue growth has accelerated. Momentum is clear. 

Hitting an all-time high. Revenue growth is 18%. It benefiting from the data centre build-out.

He added more last week and today. The market wants momentum.

Abbvie and AZN are two good healthcare stocks, a sector in which you must be picky because of weakness. Both trade around 15x and pay around a 3% dividend yield.

Abbvie and AZN are two good healthcare stocks, a sector in which you must be picky because of weakness. Both trade around 15x and pay around a 3% dividend yield.