DON'T BUY

It's in the most crowded industry in the world--cloud-based management and analytics. Enough! He prefers Snowflake.

DON'T BUY

It just joined the Russell index, but it just had a huge gain. Too late to get in.

BUY
Long-term, he likes it. They're about to report. The CEO is doing a terrific job.
BUY
It trades below $14, down from its peak. Today's inflation data shows that used car prices are peaking which may be caused by more demand for new cars. Ford's biggest problem is that can't boost production because of the semiconductor shortage, but he thinks that is slowly fading. So, Ford is cheap now. A buy.
BUY

It's down 35 points from its high. In it's last report, management reported its separation from eBay that could hurt future earnings. That is now baked into shares, so buy this now.

BUY
It surged from $21 to $28 after management raised guidance a lot. But then shares fell to $24 when the market felt they're overpaying for a German company. It's since surged nearly 9%, but is still below its peak.
BUY
It surged from $21 to $28 after management raised guidance a lot. But then shares fell to $24 when the market felt they're overpaying for a German company. It's since surged nearly 9%, but is still below its peak.
BUY

AEO reports the best same-store sales among mall retailers, which don't come close to AEO in quality of product. This is down 10% from its high. JPMorgan's analyst belives this can go much higher.

BUY
Six months ago with little hope for orders for its 737 Max or wide-bodied planes, share hit $270. Since then, Boeing has reported a big upside surprise and strong July orders and is testing the 737 for China's air regulators, yet the stock is down 40 points. That's crazy. Time to buy.
BUY
They're returning capital to shareholders rather than wasting their money on endless drilling. They're now paying a variable dividend, which means very high yields given the high price of oil, though slightly down from its high.
BUY
They're returning capital to shareholders rather than wasting their money on endless drilling. They're now paying a variable dividend, which means very high yields given the high price of oil, though slightly down from its high.