BUY
He read an excellent report today on TJX. He recommended selling this way too soon and he's now angry at himself. This will be a monster good stock in the spring reopening.
BUY ON WEAKNESS
The best cybersecurity play. It's tripled into the last 11 months, but was hammered in today's reopening rally and drubbing of tech stocks. Their last report beat the street, but their forecast merely met expectations, but this is priced for perfection. Expect volatility during the current rotation to reopening stocks.
BUY
A fave of his, up 19% YTD. Last month they delivered a terrific quarter and strong phase 2 data on their Alzheimer's drug, a possible game-changer. They also have a Covid antibody treatment that's already selling well. Most recentlty they delivered good phase 3 trial results on their cholesterol, weighr-loss drug for diabetes.
BUY
They make semi chips for applications like cars, communications, consumer products and computers. Their last report was stellar and the stock has shot up. In December, he brought on a new CEO with a strong track record. ON has a lot of potential.
BUY
It's rolling over a little now and some are worried about retail, but this is fine, especially when the stimulus bill passes.
BUY
The CEO is a genius. Their last quarter was terrific.
STRONG BUY
A strong buy. He's bullish wood products.
COMMENT

Technical analysis to forecast the next few months Tech analyst Larry Williams has been predicting markets accurately during this pandemic. Williams expects the current bull market in cyclicals (and rotating out of tech stocks) has room to run and that the Dow will peak in late April or early May, then we start going down. Past Dow charts show that we get a strong buying opportunity every 240 days. There'll be selling pressure around April, which paves the wave for a strong buying opportunity in mid July. There'll be pain, but it will lead to gain. Further, oil is a leading indicator of the stock market 3.5 years down the line; it takes time for strong oil prices to translate into strong stock prices. Charts from 2014 and 2018 prove this historically. So, the Dow has more upside. Lastly, a historic link between crude oil prices and airline stocks indicates that airline stocks will soar from now through late April. The, there'll be a consolidation then a strong rally at the end of the year. He considers these forecasts spot on, but not: we're talking about reopening stocks, not tech stocks, rallying.