Kevin Simpson

You have to be get used to paying a PE for this, like Walmart (which he prefers). A $50 drop off $1,100 is meaningless, since it has more room to run. 

Chevron's production was up 20% last quarter. Prefers it to Exxon slightly.

He added more shares during this pullback in the metals. It's an opportunity. However, if there's rate hikes through the end of this year, then forget the gold trade, he will be wrong about metals. Long term there's a lot of value, and the stock is cheap.

He added more shares during this pullback in the metals. It's an opportunity. However, if there's rate hikes through the end of this year, then forget the gold trade, he will be wrong about metals. Long term there's a lot of value, and the stock is cheap.

The stock moved up on a lot of Cybercab hype until yesterday's presentation which fizzled. Is down over 6% today. The technology they use for self-driving cars is different from Waymo's.

They will have AI agents next and what's cool is that Meta has billions of users who can distribute it. 

Loves Starlink and even the AI component. He's looking at this years in the future.

Is probably trading at 15x forward PE as shares keep getting cheaper and cheaper. He doesn't see the party ending soon. Happy to stick with it.

He added more today. Are a North American producer of nitrogen, which is what Washington wants--reindustralization and returning supply chains to the US. Fundamentals and earnings were amazing as the dividend was raised. Trades at only 9-10x forward PE.

Is up 20% the past 3 months. The momentum into next week's earnings is better than usual. As Baby Boomers age, we become potential customers for MDT.

It's releasing the firs Grand Theft Auto in more than a decade; the last sold 225 million copies. This will be the largest launch ever.

He bought more. Their big knock is their massive spend, but it's now more disciplined and targeted. Is a long-term hold. A strong, diversified play.

He trimmed it and will sell the rest. Their earnings were so disappointing. Quantum computing is a long-term goal for them and he could revisit it later. 

He hopes the good news (melanoma treatment) is the start of a wave of drugs to tackle cancer. Keytruda could be extended beyond 2028 (when it goes off patent) if it holds other uses. This is a huge day for society.