BUY
Has long liked this steelmaker. They report Friday, which he expects to be decent based on a cleaned-up balance sheet and strong management.
steel
BUY
Likes it. They got a lot of money from BinoxNOX, but they get no credit from it, so they need to deploy that money somehow. Meanwhile, their glucose monitor is selling very well--that's the reason to own it.
biotechnology / pharmaceutical
BUY
It's all right. Pays a 3% yield. They'll have a good quarter. Some feel that we've bought all the computing equipment we need to work from home, but that's wrong. He's puzzled why shares are below $100. Should be higher. Good balance sheet and great supply chain.
specialty stores
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.
clothing
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.
Technology
BUY
Like Servicenow, it delivered a great quarter, but analysts cut their price targets.
Technology
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.
electrical / electronic