(A Top Pick Aug 07/20, Up 6%) Continues to like it. An all-weather stock. Nothing has stopped their trajectory so regardless of the risks in the market, they have done well. They take very low margins which is great for consumers who can buy at rock-bottom prices. There is also less labour because it is a warehouse style store. A great business model.

(A Top Pick Aug 07/20, Down 1%) Machines for manufacturing microchips. To put more tech in smaller space, you need better manufacturing machines. They have no competition in their space. Everyone at the forefront of technology must buy their machines. They effectively have a monopoly position.

Amazon reported good numbers, but still got crushed. Why? Sentiment over the entire market, given Covid cases and the upcoming US election. Pick up some shares now and wait till after the election.

The CEO has built a huge business in China. Everyone is shorting and selling this, but EL's skin care business is booming, because masks need users to apply moisturizers on their faces.

This chipmaker is a premier 5G company. However, wait for earnings on Monday. He expects a blow-out quarter.

They report Wednesday and he predicts a stellar report. A top-tier 5G play.

He predicts a strong holiday season for videogames, and TTI is his favourite way to play videogames (so to speak). They own the best-selling Grand Theft Auto. They report next week. If the stock pulls back in weak numbers, maybe buy some Thursday, then more on Friday.