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COMMENT
Terrific managers. Down 8% this year so far.
investment companies / funds
DON'T BUY
It's had too big a run-up, nearly 100% and is too pricey.
Healthcare
DON'T BUY

A horror show with three CEOs in the last 14 months. Even before COVID, this was in bad shape. It was oversold during the spring, but rebounded partly by June. Then the US sunbelt got hit with the second wave, which pushed down this stock. It's a tricky one. It's cheap, selling at 4x next year's estimated earnings, but estimates for it have fallen. It's a value trap. A COVID vaccine will boost this stock, but there are better ways to play the recovery (i.e. Visa or Paypal).

computer software / processing
BUY on WEAKNESS
They make precision control systems for army aircraft, satellites and missiles. Defence spending isn't a target in the current US election. Biden isn't Sanders. Moog is a longtime winner. It was oversold in March and has partially recovered, because 19% of their business comes from the now-weak commercial aircraft business. Moog could work with the recovery. Moog is a solid industrial innovator with a fine track record. They will emerge stronger. Wait for a better price during this volatile September.
INDUSTRIAL PRODUCTS
BUY

FedEx reports on Tuesday and should deliver a strong upside, given that e-commerce is on fire. Tailwinds include a Christmas surcharge and overseas strength, including China. Has long liked this. United Parcel is also a buy.

Transportation
BUY
Reports next Tuesday and benefits from strong e-commerce trend. Five analysts have raised their targets on Adobe in the last five days. It could surprise to the upside given stay/work-at-home. Should have a strong 2021.
computer software / processing
PARTIAL BUY
Had a justified huge move up, but has pulled back a lot. He likes it as current levels. Some may some the head-and-shoulders chart will go down, but he feels it'll hold the trendline.
Consumer Products