COMMENT
It reports Thursday. He doesn't expect good things. It supply chain is in tatters because it sources 50% of its materials from Vietnam and some worry that China's government will crack down on sneakers next. Nike, though, has nine lives. You can't short it or go long Nike. Be careful here.
COMMENT
It reports Thursday. He wants to hear them talk about the latest outbreak and expects them to say things are better, though not perfect. Olive Garden is their franchise.
BUY ON WEAKNESS
It has an analyst meeting Thursday. He expects to hear them plans with VMware, a reason why the stock has been soft lately. But he believes in the CEO.
BUY
The stock did well today on a bad market day. This means something's good happening with BM.
BUY ON WEAKNESS
The CEO has created the best single play on high-performance computing as well as 5G. Every time this stock gets hit, buy it. You can trade it, but it'll be tough.
BUY
Based on a $2,000 price target, you can take some profits now to lock in a gain. But he thinks this will hit $2,000.
COMMENT
Home builders lately have been hit by supply shortages. They merged with a company to become the leader in building materials. Has popped from $20 last summer to $52 now.
BUY
They own wireless towers and carriers need more bandwidth as 5G becomes the new normal. Boasts a huge network in the US and abroad. He's liked this since shares were in the $30's. Up 30% YTD. Has a great, long track record. The only problem is that the dividend has shrunk to 1.78%, given its long, strong rally.
BUY
A totally US cell tower REIT, unlike AMT. They paused their dividend for a year to build its network in dense areas, and has now slashed its capital spending. The last quarter disappointed. Pays a 2.8% dividend, more than AMT, though CCI's stock performance lags AMT.
BUY
They own the best malls in the U.S. His favourite REIT in this space. Reported a strong quarter in August with occupancy rates climbing. It's trading the cheapest ever, so the stock is bound to rise. Pays a 4.6% dividend.
BUY
They reported a fine quarter last month. It just raised its dividend which is now from 4.2%.
BUY
A REIT that holds fulfillment centres including Amazon, Home Depot, FedEx and others. A fine e-commerce play. It pays only a 1.9% dividend because shares keep rising to pay a great total return. It's pulled back 7% from highs.
BUY ON WEAKNESS
A long-time favourite of his. A REIT that holds data centres. It pays only a 1.32% dividend. It hit an all-time high earlier this month, but has pulled back 6%, so it's a good entry point. Maybe wait till it hits $10. Buy in any pullback. Offers the best growth in this space.
BUY
A REIT that holds seniors' retirement homes, research centres, medical offices and hospitals. It got crushed last year, but has come back this year. Pays a 3.15% yield and he expects an increase.
BUY
It's a REIT, a landlord of the medical marijuana business with specialized greenhouses. He doesn't like cannabis stocks, but likes this REIT. Pays a 2.6% yield and keeps raising their dividend.