CIO at Capital Wealth Planning
Member since: Oct '23 · 11 Opinions
Doesn't see a major recession, and so sees major upside here. They crushed their last quarter. He just bought it on a pullback, will buy again and hold for the long term.
It's been oversold, triggered by this anti-sugar talk driven by the anti-obesity drugs. He expects good earnings from Coke.
He just sold it, stopped out. Their price action was horrible. If their is increase in demand spending, it will take a long time to reach the bottom line of LMT.
He rode a covered call in anticipation of volatility. He captured a 90-cent profit one day, then closed it out.
Has owned this for 10 years. An incredible dividend grower. Will write calls on this in the $290s.
Reports next week and will blow it out of the water. They carry nearly no debt, not exposed to the consumer, and have an incredible balance sheet.
They may report positively next week. The dividend is safe. They're laying off staff and cutting or halting 5G capex spending.
Healthcare is having a poor year, but they have a tremendous drug pipeline and strong balance sheet.
Loves it. The market is wrong. Maybe the numbers next week won't be great, but he would buy on any weakness.
Is down 6% since its last quarter, when they crushed the top and bottom lines. Boasts double-digit growth for years.
Delivered a mixed Q3, but earnings were excellent with revenues up double digits. Today's sell-off is a buy. They've been increasing their dividend a lot in recent years, nearly 2%. They benefit from the exploration, more than the price, of oil, and they are digging now.