BUY
Yesterday, they delivered a strong earnings beat with excellent margin expands despite soaring costs in the economy, plus a strong full-year forecast. Shares popped today, but it still sells at under 17x earnings. This has room to run.
BUY
It reported last Wednesday. This cloud computing could do no wrong until the Fed announced it will raise rates. Shares were $707 in November then fell to $484 and yet nothing had happened at the company. Then they delivered a great, sterling quarter and forecast. Billings and EPS beat the street. Meanwhile, analysts havecut NOW's price targets! Shares still rose, though it may have discouraged buyer.
BUY

Like Servicenow, it delivered a great quarter, but analysts cut their price targets.

BUY
It delivered a strong quarter, and yet Wells Fargo slashed TMO's price target. No, the company itself didn't do anything, but the slash may have discouraged stock buyers.
COMMENT
Selling puts Take some of the risk away, if there's an ugly blow-up a la PayPal and Meta of this past week.
DON'T BUY
Value trap? It's nothing. It lacks the growth expected from a bank, lacks the deposits and consistency, and sells well below tangible book value. It's a show-me story which concerns him. Their Q4 report had charges he didn't understand. BOA, MS and WF are better.
BUY
After years of stagnation, WAT brought in a new CEO in Sept. 2020. It nearly doubled in the next 12 months, then pulled back a lot. WAT assists drug and biotech companies, businesses he likes that are putting up excellent quarters.