Stock Opinions by Bill Baruch, Founder, Blue Line Capital

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RISKY

An AI infrastructure story and a growth story. It sold off 40% from its recent high. Volatile, but thinks it will snap back quickly.

BUY

It reports Monday. They benefit from reshoring and energy. Will do well.

BUY

Has 7% earnings growth. New drugs have made up the lost revenue of Humera. It projects 24% revenue growth. He likes healthcare. Sees it breaking out.

BUY

He bought. Gold has good seasonality in July, and the chart looks constructive now. He doesn't think the Fed will raise rates this year, because Trump will keep rates low heading into the US Midterms in November. And gold is the way to play it.

BUY

It's his largest position. Pivotal was them ending their consumer business to focus on their high-bandwidth memory business. Their last earnings report was stellar a few weeks ago. Amazing. They're sold out this year and probably their high-bandwidth memory is sold out to 2027. There's support at $850. It will stay at a low PE.

WATCH

Doesn't own it, because he doesn't buy fresh IPOs. But he's watching it. The Cursor acquisition is training their models, which is good. The stock has settled after initial buying. Let it settle and see what their report earnings says.

BUY

They execute. Their PE hasn't been this low since late 2022/early 2023. 

BUY

He just bought shares after being underweight this name. Tech hit a bottom last Monday with peak pessimism, and started to rebound last Monday.

BUY

Tech hit a bottom last Monday with peak pessimism, and started to rebound last Monday. Earnings growth is 20% and revenues are growing--the fundamentals haven't changed and earnings have not revised. He just bought shares.

BUY

Tech hit a bottom last Monday with peak pessimism, and started to rebound last Monday. UBS upgraded TSLA today and is up 7% today. He just added shares.

BUY

He just bought shares after being underweight this name. Tech hit a bottom last Monday with peak pessimism, and started to rebound last Monday. He'd like Meta to walk back capex at earnings. Has good momentum.

BUY

Now is a great opportunity to buy miners. CDE has updated estimates which has triggered street upgrades. They just bought New Gold, which will improve margins.

BUY

He just bought this. Is bullish mining now. Superior margins, low costs and low risk jurisdictions.

BUY

Great fundamentals, but the stock has been beaten up.

BUY

He bought before earnings last week which beat. Shares jumped 7%. The froth was leaving markets in late January. But HECLA is volatile. Expect better cash flow as metals pricing rise.

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