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BUY
He liked it before, but he sold it. He was wrong. Investors feared GNRC was too tied to housing, but the grid is so poor in the US that you can make money owning GNRC.
0
COMMENT
Unless something actually goes right with the market, like good news, then the rally will not last. China's lockdowns, Putin's Ukraine war, and hot inflation continue to drive markets down.
Unknown
DON'T BUY
Microsoft has gotten aggressive with Microsoft Teams. Also, Zoom shares remain too high and can decline further.
Technology
COMMENT
A tough one. They had the best quarter of the large tech companies and they keep winning new contracts. But in this bear market, NOW gets no credit.
Technology
WATCH
Likes it but has sold shares from February to early April, because cyclicals get hit when the Fed tightens aggressively. Shares have fallen so far that it trades under 5x earnings; Wall St. worries earnings will plunge in 2023 after the Fed kills inflation (and high steel prices). The stock could be attractive now. Today, Nucor announced it will buy C.H.I. Overhead Doors (makes garage doors) and shares fell because it puzzled investors.
steel
DON'T BUY
Announced a hostile takeover of Spirit Airlines today. Really? Won't the Justice Department and Pres. Bidec nix this deal for being anti-competitive?
0
HOLD
An amazing company and not expensive anymore. Stay the course and you will be just fine. Be patient.
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