COMMENT

It reports Monday. Expedia today said that pleasure trips are rising, but business trips still lag. Will be interested to see what MAR says.

BUY
He expects their Monday report to shoot out the lights. It's the biggest mall operator and doing well. Brick and mortar retail is booming, at least in wealthy areas. He expects good numbers from SPG because they own class-A malls.
COMMENT
It reports Monday. It's your chance to get into this before this stock reaches full valuation. He likes this a lot. It's a smart company.
BUY
Reports Tuesday morning. It's loved by the Reddit short traders. This could be another opportunity to buy. Shares are down from around $25 when the Reddit folks drove up the price.
WAIT
Reports Tuesday morning. He uses their service. He hesitates recommended this because of the current chip shortage. This could be a big stock, but not yet.
COMMENT
Shares exploded in late-February when we started seeing positive vaccine news. Since then, this has pulled back hard thanks to analyst downgrades on valuation concerns. It reported last night a bottom and top line miss, and shares tumbled 4% today. But there was bullish commentary about traffic trends and reopening gyms, plus new investments. This reopening play could be worth buying.
WAIT
Reports Tuesday morning. As much as he likes it, you need to see another quarter before pulling the trigger. This has a habit of declining after earnings, then rallying later.
BUY
Reports Tuesday morning. It's up 35% in the past six months. He likes the company, a dating app.
COMMENT
Reports Tuesday morning. It tends to soar after it reports and this will happen again as cash-strapped states continue to legalize weed.
BUY
It reports Thursday. It's the only Chinese stock he champions. He expects a great quarter. China is well ahead of the US economy, post-Covid.
PARTIAL BUY
It reports Thursday. It has lined up amazon partnerships during the pandemic. It can make good money, not great, because many people want to dine in person and take-out less.
COMMENT
It reports Thursday. It may tell a terrific story, but shares are expensive in a time when the market has turned against the high-flyers. Then again, vacation bookings (not business trips) are booming now.
DON'T BUY
It reports Thursday. Business should be booming. We have no idea where the sellers are or what this is really worth.
BUY ON WEAKNESS
Jessica Alba's personal care company that's just gone public. At $16 this is good, but not at $19. He likes the clean natural product category that they're in (including diapers/wipes, skin care and household and wellness). E-commerce accounts for half their sales, also good. It's a good company selling good products and deserves to trade at a partial premium. But it's trading like a fast-growing tech stock, not a consumer product one. They're cash-flow negative and have no earnings after a decade in business. The timing is wrong and the price is too high. Get this on a pullback in the mid-teens. There's no hurry to own a package goods company now.
BUY
His daughter loves it. It's a good business boasting consumer loyalty, and that's special. It should be trading much higher.