BUY
Pet adoption enjoyed a boom during the Covid lockdown. Shares have more than doubled since last year's bottom, including jumping 6% today after an excellent quarterly report. Plus, ELN is getting a boost from rising food prices. Today, they announced a blowout quarter with higher than expected earnings and sales and raised full-year guidance.
HOLD

This and Draft Kings (where he works) just reported good quarters, but the shares went down. Investors struggled to find reasons, but sometimes declines are just dumb or for reasons unknown. There is zero evidence that gambling has peaked. In fact, he likes the stories behind both stocks. So, don't sell on this decline.

HOLD

Penn National and Draft Kings (where he works) just reported good quarters, but the shares went down. Investors struggled to find reasons, but sometimes declines are just dumb or for reasons unknown. There is zero evidence that gambling has peaked. In fact, he likes the stories behind both stocks. So, don't sell on this decline.

BUY
They report Monday and he expects good numbers based on other oil companies' stellar reports and the high price of crude.
DON'T BUY
It has a lot of inflammatory, auto-immune competition. Spec stocks in this business, he can't recommend.
BUY
They're not only in oil and gas, but plastics. It's well-run. Likes it.