Brian Belski

Boasts 60% gross margins and 30% revenue growth.

They report tomorrow. Loves it for its value and dividend growth, trading at 5 multiple points lower than Home Depot.

He likes it long term. He bought it for growth in industrials. Shares have been weak since the election, but he would be adding on current weakness. Trump is expected to end the EV tax credits, which is pressuring these shares, but this sentiment shall pass. Will Lyft continue to compete with them? He doesn't know.

It makes sense in terms of global unrest and cybersecurity concerns.

CEO Jensen will deliver on Nov. 20's quarterly report. Buy the news and fundamentals ahead of time. NVDA remain the leader in semis.

He's looking at it now. This could be the next big performer in semis in 2025.

He bought Uber in August 2023. It's still adding to this industrial stock and essentially to buy in this sector.

Was upgraded today. Because of Merrill Lynch, BAC now has scale--that theme is finally working.

Up 5.5% this week. The assets that private equity companies like this bought when rates were 0% are pretty amazing. As rates settle lower, expects even more activity. 

It's a great barbell opportunity with expensive tech name. It's been raising dividends for 10 years. A great name.

Disney reports next week. It ranks 4 out of 4 in streamers in terms of making, but still feels that CEO Iger is doing a good job in taking out capacity.

It's THE portal for small/mid-cap companies, which are the bellwether of the economy. They report next week.

Like financials, earnings are understated among consumer discretionary. There are some great names to pick here and earnings are way understated.

He just bought more despite today's sell-off to take advantage of the dip. The quarter, just reported, was pretty good, though guidance was squishy. They said they would invest $12 billion in AI, though their legacy business has slowed down. 

Yes, maintain your core position in Nvidia, but also add to peers like this and AMD. Coming into this quarter, AMD was trailing Broadcom, so he saw an opportunity.