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They make paperboard, an industry he knows from his father. These companies will build new factories to meet demand. When paper peaks, then inflation will be under control. They report Thursday.

An underperformer now doing catch-up. As long as oil prices stay high, SU has more run to run. It's a Canadian oil sands company, which is an expensive, difficult way to extract oil, but is enjoying high demand given the oil shortage now. The oil sands can see tremendous earnings growth levered to the high price of oil. Conversely, if oil prices soon peaks, this stock will be a dog.SU shares are up 40% YTD. A short-seller is shaking things up, because SU is lagging behind its peers, the second-worst performing Canadian oil sands company because of poor execution and a terrible safety record including 12 deaths (according to the short-seller). They also haven't lowered their production costs as their bitumen production has been declining over the past three years. SU is a relatively cheap stock with a terrific activist kicker and pays a 3.6% dividend.

They report Thursday and he expects consistent, strong numbers. It's very well run.

They report Thursday. Shares have been cut in half. The market perceives it as a lockdown stock, but not true--it's good for all seasons. Even a great quarterly report may not matter.

They report Thursday. They endured the pandemic with flying colours. But the standards are set so high for quarterly reports these days that if they don't beat handily, shares will fall.

They report Friday. Lululemon has been crushing them. Avoid.

They report Friday. Likes it. Pays a nice yield.

PayPal should buy this. Makes a ton of sense.

Are doing very well because of sky-high lumber prices. It hit a 52-week high today after releasing a very good quarter. Their REIT owes vast swathes of timberland and are a major maker of wood products in North America. Since last fall, they have paid two special dividends.

It sells at 6x earnings. Buy half, but see how the market is on Monday after today's horrible session.

The CEO is smart, but everything they try seems to fail. It ain't working.

Has owned this forever, though took profits earlier this year, because Amazon is still signing up millions of users to Prime. He'll re-buy his shares further down. Amazon is a bellweather--they staffed up for Omicron to maintain deliveries, but now that Covid is less of a threat, they will staff down, like truck drivers and warehouse workers. Maybe wages for these workers will decline too. Since Amazon is such a massive employer, if they layoff staff, they can alleviate some of the nation's employment shortage--and end the peak in wage inflation and in turn ease inflation and in turn the Fed doesn't need to raise interest rates so far so fast. Covid was a job suck and that job suck is ending. We could much closer to ending inflation than we think with fewer people spending.