BUY
They report Wednesday. He expects a very good quarter, partially driven by their Covid testing business. The stock could rise to $110-120.
specialty stores
BUY
He's buying more before they report Wednesday. It doesn't get enough credit for its superb, valuable content library. DIS is not stagnant or dead.
entertainment services
BUY
They report Wednesday. He expects a new slate of toys from the CEO, a turnaround wiz.
household goods
BUY
They report Wednesday which he expects to be good. He wants to hear of the partnership with Molson Coors to make a hard seltzer, which should trigger the next big spike in shares.
food processing
DON'T BUY
They report Thursday. There's nothing here he would pay up for.
0
DON'T BUY
They report Thursday. He expects great numbers, but expects no one to care. It was once one of the priciest stocks, then led the way down when tech stocks recently fell out of favour.
Technology
COMMENT
A cloud stock that peaked exactly a year ago. Nothing much to write about it until they bought a company last October, then a powerful activist opposed the deal. He wants to hear an update about this.
Technology