Joe Terranova

Delta and United are a duopoly. That's why both shares are up this year. UAL us up 22% this year.

He sold it last October at $1015. The chart began to break down. 

In real estate, SPG stands out with a generous share buyback program and making strategy buys of other companies. Is best of breed on malls RE.

He sold it. It hit a high for the year on June 17. Materials, including gold and copper, have been selling off.

Cloud services are using a lot of cybersecurity names, which reported good earnings. CRWD's balance sheet continues to improve.

Is up 6.3% this year. Is in a volatile sector and the stock lacks momentum. 

Is the best-performing financial stock in his ETF: strong balance sheet, revenue growth, life and health insurance businesses are strong.

Five of the last six quarters, the name has been down. 90% of analysts like this stock. The price target has jumped from $700 to nearly $1,200 in 30 days. It is priced for perfection.

20% of S&P gains this year are attributed to Micron. But at some point it stops growing at 294% and must moderate in coming years. It doesn't mean this story ends, though. If Korean's SK Hynix trades in the U.S. in July; the company has a large slice of the market share and will impact Micron.

He's long this name despite last Tuesday when they suggested they may be a seeing a slowdown in orders.

He's down 18% on it, because people can't see the strong fundamentals in this name.

Upgraded today. Is one company in the Permian Basin that has increased production. They made a strong acquisition in Endeavour. Currently, the stock is having a small correction, which is an opportunity.

You don't buy this for the future price of oil, but for what happened before the US-Iran war: how these companies reward the shareholder and grow production.

They have pricing power, are a consumer staple name, are executing, and trading at an all-time high.