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He still likes Nike. His gut tells him that their Chinese business will be good and Nike pulls it off. He wouldn't be surprised if they beat their report. He actually likes American companies with large exposure to China, even though their shares are coming down a lot.

They report Tuesday. Has great franchises, like stay-at-home cereals. The perfect stock for the moment.

They report Tuesday. It's a meme stock. He won't touch it; it continually disappoints.

It reports Wednesday. They always report a solid quarter, then shares get hammered, which is when you buy.

They make battery storage solutions. He doesn't like SPACs, but this is a rare exception. They enjoyed 300+% revenue grew in the past quarter alone and were bullish about their backlog and pipeline. They just bought a solar asset management software company for $695 million in cash and stock. The only problem is this is an early-stage growth stock which are out of step as the Fed tamps down inflation which will hurt stocks like this. Despite that, he likes STEM.

It'll get harder to pick stocks as the Fed tightens. Raise cash to buy dips, if you're afraid the Fed will raise rates fast like they did at end-2018, but he doubts this will happen. Powell learned his lesson in 2018. Instead, Powell will likely slow the economy until the industrials and retailers start missing their earnings estimates. Don't quit, but rather buy safe stocks like McDonald's, Pepsi, Eli Lilly and Costco (maybe Walmart). Or you can be aggressive to plan for the end of Covid, though that's hard to picture now. You can plan for a scenario where the tightening cycle won't be as harsh and people return to work in a soft ending. Then, buy tech like Amazon, Marvell, AMD and the autos, like Ford. He owns all these names....Technical analyst Larry Williams predicts a Santa Claus Rally and to buy next Tuesday. There have been riskier years yet there was still a SC Rally.

A SPAC from earlier this year. Shares initially jumped to $14, but is today $6. It's a chemical company used in textiles, packaging, agriculture and solid fuels, but a SUSTAINABLE company. They make plastic out of wood chips, which is cheaper than traditional oil, but also good for the world. Their first plant is being built in Ontario, so we're in the early days, expected to finish end 2022, with a second plant in 2025. If they can pull it off, this company's value will be huge. They have $1 billion in orders, including Pepsi and Danon, who are also investors in the company. Palantir and Ford also have stakes. Their last quarter reported far more orders, and the street just added a buy rating. Their short term may be lousy, but he believes in the long term. Spec.

A restaurant chain that went public in October, offering Chicago street food like sausages with 69 locations in 9 states, including drive-thrus so you've adapted to Covid. Managers pay workers well, so they've managed staff shortages well. Financials: drive-thrus see double/triple the business of McDonald's. They reported 15% revenue growth last month, and they're profitable. Plans to expand nationally, but not too quickly. Smart. Negatives: Berkshire Partners still owns a majority stake, so if they cash out, watch out. Jumped from $20 to $54 to $31, so volatile. Trades at 55x PE next year, so it's still too pricey despite the share pullback. Still, he likes the long-term outlook. Buy a partial interest.

A terrific operation, but Omicron will bring down their numbers--that's when you buy. Fantastic managers.

They've been executing badly. Sell this and buy EW-N

It sold off hard this week. They last reported margin pressure which freaked out the street. He bought when this sank at $14 and his since risen, like 6% today. People get way too negative, too quickly, but take longer to get positive. Pays an okay dividend. It's an cyclical, but as extreme as others. Take advantage on the protective steel tariffs, which lets this stock blossom. This stock does well early in a rate-hike cycle. Also, Biden has passed his infrastructure bill, so that's a tailwind. Secondly, autos are in short supply at least for a quarter or two, and NUE makes steel for those. Thirdly, oil drillers need steel. It should be a core position, and it's levered to several industries. Strong management. It's a rare growth-cyclical stock which the market craves now. Trades at a low PE.