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.
banks
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.
banks
BUY
They report Friday. Likes them. Should be a core holding. The CEO has a clear vision. They have the best fintech.
Financial Services
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.
medical services
BUY
Doesn't know why this is so low. This is a fine stock and a terrific deal now.
pipelines
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.
misc consumer products
DON'T BUY
Not proprietory enough and too much like other tech companies.
Technology