BUY
They report Tuesday morning. He expects a good story from because their input costs have fallen so much, including corn and aluminum. He's confident with them as long as transportation costs are under control.
BUY
They report Wednesday. The consumer isn't done traveling yet, because they have saved so much money during Covid. Planes remain filled. If Delta says that things aren't good, that would be a surprise.
BUY

They report Thursday. Usually, shares get crushed after the report, but what if there's nowhere to go except up because they have fallen so far? It makes no sense that their net interest margins are so high, yet shares are so low. Before when net interest margins were much lower, shares were much higher. No sense. He likes the banks before their quarter. The St. Louis Fed says that loans were still strong this quarter. Banks, which have been frigid, could be hot now and they usually work well at this point of the cycle. MS pays a good dividend.

BUY

They report Thursday. Usually, shares get crushed after the report, but what if there's nowhere to go except up because they have fallen so far? It makes no sense that their net interest margins are so high, yet shares are so low. Before when net interest margins were much lower, shares were much higher. No sense. He likes the banks before their quarter. The St. Louis Fed says that loans were still strong this quarter. Banks, which have been frigid, could be hot now and they usually work well at this point of the cycle. MS pays a good dividend.

BUY
They report Thursday. They have a lot of good brands that are getting better. Pays a 3.5% yield. There remains a lot of snacking because people are still working from home.
COMMENT
They report Thursday. He loved it when they merged with their largest competitor. He will listen to the conference call for the pace of their job creation amid this wide market gloom. They still have some business formation.
BUY ON WEAKNESS
They report Friday. They sold off hard after their last quarter because of weak growth and higher expenses which infuriated him. WF says it is still working through regulatory issues. They're under pressure. He can't believes shares are so low. At this price, there's little to lose and a lot more to gain.
DON'T BUY
They report Friday. Its book value is much higher than stock price. A conundrum. Until there is earnings momentum, he won't buy this. There are better banks.
BUY
They report Friday. Likes them. Should be a core holding. The CEO has a clear vision. They have the best fintech.
BUY
They report Friday and should have a great quarter, because Covid isn't as threatening as before. There is some cyclicality. If there are alot of layoffs, their numbers can weaken, but he doesn't see that now. Otherwise, keep buying, though he prefers the cheaper Humana.
BUY
Doesn't know why this is so low. This is a fine stock and a terrific deal now.
DON'T BUY
Don't buy more at this low price. It was a housing and lawn play that turned into a cannabis play. No to any cannabis stock now.
DON'T BUY
Not proprietory enough and too much like other tech companies.
BUY ON WEAKNESS
He's shocked this is so low. Glaxo should buy them. At $2, the risk is priced in. Buy.
COMMENT
Musk pulls out of Twitter deal today It's ridiculous that Musk says that they Twitter board is withholding any information. Also, any buyer should do his due diligence. Let Musk figure this out. At the same time, the board must get this deal done for the sake of the company and its shareholders. The court is smart, will do its job and enforce the law. Musk either litigates this for a long time and ultimately buy a vastly depleted Twitter or negotiate to buy Twitter now at a lower price, but fair to both sides.