Jim Lebenthal

He's bullish materials in this macro climate, and CRH is the biggest of the bunch.

Is a utility that's blamed for the LA fires (wrongly), and shares are punished. He's sticking with it.

The stock has been an absolute disaster due to one reason: Adobe products face serious competition. They beat quarter after quarter (expectations are not lowered ahead of time, either). The competition is not as bad as people expect. Adobe is ridiculously cheap and unfairly sold given its growth rate, EBITDA and free cash flow. Hold and wait it out as they buy back shares.

He's bullish energy and this is the must-buy. Scale will matter and XOM can spread its costs over a wide base.

Are buying back 15% of their shares and trading at 80% of tangible book value, which is immediately accretive. Add to this lower compliance costs as regulation goes down. Is bullish the sector.

Jensen Huang made a positive announcement at the tech conference and shares are bouncing today, but he's surprised the response is not bigger. It's muted, but is an omen for the next few weeks until the April 2 tariffs that Trump plans. Tech is up today, but down for the past several weeks. Wait and see.

He bought more today on the dip. Trades at 24x earnings, expecting that to grow 50% this year. The growth rate will one day drop off, but now now. It boasted a triple beat and remains the leader of semis.

His best performer so far this year, up 12%. Well-managed. They replaced Humira with hit drugs and added key companies; pays a 3.2% dividend. 

Fuel prices are now low, there's no labour contracts up for negotiation and plane travel demand is high. Also, the PE is now attractive. His pick is DAL in this space. They will probably earn $7.50 this year and $8.50 next. Make sense to put a 10x multiple on it.

He's overweight healthcare and within that is overweight biotech and pharma. There's a reversion to the mean after a brutal election year, but that's always the case. Relief comes when presidential policies are not as dire as expected. These stock have tremendous valuations and pay good dividends and there's growth with aging demographics.

He thinks NVDA will move 10% to the upside, and yes this is a pivotal moment. It's hard to see demand falling off. It trades at 30x forward PE with net income growth and EPS growth over 100% YOY, with forward projections up 50%. At 30x forward PE and that projection, NVDA is very attractive. True, stocks can always go done, and in the past quarters, NVDA announces fabulous earnings and the stock has gone down. So, how NVDA trades tomorrow and Friday doesn't matter. Given this valuation and insatiable demand, he'll take that 10% higher.

Watch for the decline on revenues from China YOY, but the worse has been priced in already.

He expects a weak quarter on Thursday. Share prices are falling due to farmer incomes, which should turn around. Price crops should increase. Deere has controlled inventory.

The price hikes must stop at the theme parks and focus on getting more people into them. It's good to hold now, because of the valuation and streaming is more profitable than it was projected a year ago.

Is soaring on Trump's steel tariffs, but is -42% the past year. But it comes down to steel prices. He won't sell a share. They've made good acquisitions, and control costs well.