BUY on WEAKNESS
Wait for weakness. They keep delivering strong numbers, but also those are baked into the stock price. It often goes down after the quarterly report, even when it outperforms peers. He's hoping for a special dividend.
department stores
STRONG BUY
The CEO has vision and the company has gotten big into cloud computing and acquisitions (https://finance.yahoo.com/news/palo-alto-networks-completes-acquisition-200500673.html). He'd make this a 5% position.
0
COMMENT
A challenged company now, but you have to believe in both a vaccine to spark a wide recovery and a continued weakening US dollar in order to enter this.
department stores
COMMENT

IPOd in 2012, arguably as the first big-data tech stock. Unfairly sold off this week, along with many other tech names, due to the rush to buy tech IPOs this past week, namely Snowflake. Deserves a look.

Business Services
BUY on WEAKNESS

IPOd today and finished at $68.35, though it was priced at $52. A good company, but the stock IPOd at inflated levels. This will pull back, which is when you should buy it. He likes Unity because it's a popular platform, used by 53% of the top 1000 mobile games in the Apple store to create their games. A mature company that's closer to profitability than, say, Snowflake, which also just IPO'd. The CEO used to run the successful Electronic Arts. Now, it's incredibly expensive. The Rule of 40: take revenue growth and add operating margin. If the sum is above 40, then buy. Unity's numbers are 39 and -6.4, so it falls below 40, not a buy. Instead, buy this at $50 or less. You can play the videogame industry space with Unity.

Technology
DON'T BUY
It's growing fast, but not fast enough to equal the his price-to-sales standard.
Technology
BUY
Likes it though he took some money off the table recently after a big move up. He's holding onto the rest. A winner. Is up 36% in the last two months.
computer software / processing