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BUY on WEAKNESS
It's down 25% for the year, which he thinks is a decent buy with these low mortgage rates.
Technology
BUY
Their drugs treated his migraine beautifully. The stock was downgraded yesterday, but he loves it.
Pharma & Healthcare
DON'T BUY

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

Technology
DON'T BUY

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

INDUSTRIAL PRODUCTS
BUY
Long-term, he likes it. They're about to report. The CEO is doing a terrific job.
Technology
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.
Automotive
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.

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