Kevin Simpson

They report Tuesday. Has held it for 5 years. Could be very volatile either way after the report. NVDA can continue to grow 5 years at 30%. If it comes anywhere near that, shares will move higher.

The PE has fallen and no longer expensive. Has $19 billion in free cash flow in the past 12 months and will benefit from lower interest rates.

Won't buy it ahead of time. They've beaten the last 6 quarters and expects it again. But given its headwinds, he'd be cautious buying pullbacks.

Is now watching it. Wish he owned it. His only concern is that it's a little leveraged.

He bought more today. Shares are hitting new highs. He sold JNJ and bought this. He won't trade it, but hold for 10 years and will keep buying. Revenues were up 22% and 25% on sales. 10 of their drugs have double-digit earnings growth. Great dividend growth.

He bought more today as it made a new high today. If the consumer is weakening, TJX will benefit. This stock has seen a holding pattern in terms of margins, post-Covid, but they are no increasing margins, earnings and dividends. They can do well in a good as well as bad economy.

He's been trimming this for underperformance and this week sold the rest of his holding. True, he liked their acquisitions and other things, but couldn't stand the price action (down) and took a loss.

Banks are reporting today and shares are down. JPM reported loan-loss provisions now at $3 billion instead of $2.8 billion. JPM expects the consumer to be weaker. That's a concern.

He just sold an Apple covered call of $245 in 3 weeks. Shares have recently risen from $160 to $230.

It's beaten its estimates by 15% in each of the last 3 quarters. Earnings and revenue were up 20%. Pays a 2% dividend that grows 6-7% yearly.

He'll buy more given share buy backs and strong dividend growth. Was up 11% in Q2. Will benefit if interest rates decline.

It's time to tap the brakes after a strong first half 2024, led by tech and telecommunications. But other sectors are declining, not merely trailing, led by materials, staples, energy and industrials. Shares are priced to perfection. He expects a pullback coming.

Pays a 2.6% dividend and boasts $18 billion free cash flow.

He's been buying this weakness. Lots of risk. Can't recommend it.

He's surprised with how strongly shares are soaring on phase 3 trial results of their obesity drug. They're a little late to the party in these drugs, but theirs you would take less often their than peers'. Also, a recent acquisition makes them double-digit revenue growers and is accretive. Loves the dividend growth too.