Premier shopping mall in the US. Unique shopping experiences. Post-Covid, the outlook is impressive. Yield is 5.99%. (Analysts’ price target is $96.47)

Outlook on banks has become quite bullish. Vaccine rollout, fiscal stimulus, steepening yield curve. Loan demand should climb, and loan defaults should shrink. Should see more share buybacks and higher dividends. Trades below tangible book value. New management is focusing on moving past legal troubles. Yield is 1.18%. (Analysts’ price target is $35.27)

Intel's rally today pushed rival AMD down nearly 4%, which makes it a buying opportunity. The CEO is excellent, now making better chips than rival AMD.

Twitter was upgraded today but doesn't have enough meat on the bone. It needs more sports and entertainment content. The stock has moved down (but he still wouldn't buy it).

He was wrong to get cold feet with this, but the entire segment (i.e. Dollar Tree) is doing well.

The numbers are great, but the numbers are down because of politics. Don't worry about that. Still good.

Lion Electric is his favourite in the e-vehicle space. Lion makes e-heavy trucks and e-school buses. They just signed a deal to supply Amazon. Lion will merge with Northern Genesis which should close in a few months. The new company will take Lion's name.