The refiners haven't been doing well in this environment. Let this go at $65.

Renown for their new migraine drug. Shares have tripled since April. He see more upside with their migraine pill (which he himself has taken and it's effective). Also consider their Alzheimer's drug which is being tested now.

Great cash management with a strong history. Loves it.

MGM Resorts? The Chinese economy is coming back strong, but he prefers playing this space through Wynn Resorts.

He expects people will stick with digital doctor consultations, post-Covid, because it's more convenient than an in-person visit. The deal to buy Luvongo was terrific merger, combining the leader of telemedicine with a digital health platform for people with chronic conditions like diabetes. However, the stock has fallen since that deal. Something has made investors nervous. However, recent good vaccine news has helped Teladoc though this was gaining acceptance even before Covid.

Ford reported a blowout quarter and a new line of cars and trucks that gave it momentum. CEO Jim Farley has turned Ford around who has stemmed the bleeding of money. This year, Covid offers them a big tailwind as people shun mass transit and buy cars. Farley still needs to sell more to China