DON'T BUY
It reports Tuesday. He expects their shareholders call to shed light on an ad-supported service. The company says there's more growth in streamn, but there's more competition in streaming, and their growth is shrinking.
DON'T BUY
It reports Wednesday. An erratic company, because the Covid-testing business is unpredictable and it will end some day. Until then, this business is terrific. Wall Street doesn't like a business that won't be around in 12 months.
COMMENT
2007-9 was much worse then the curent bear market. However, stocks are still up huge long term with even the Nasdaq up far higher than Treasury bills. Since March 2005, the top stocks are: 1) Netflix reports tomorrow. Up over 13,000% since 2005. 2) Apple up over 10,000 3) Regeneron, thanks to its various drugs. 4) Monster Beverage. 5) Booking Holdings after beating its online travel competitors. 6) Nvidia whose chips are essential to computer and high-performance computer. 7) Amazon after taking over retail and cloud computing. 8) Illumina. 9)Monolithic Power. 10) Tyler Technologies up over 4,000%. You could have made huge gains it you had stuck them out and didn't sell like many did today.
COMMENT
Trades around 28x earnings, but it has a lot of overseas earnings and the USD is too strong, and this could pressure their earnings.
COMMENT
It reports Wednesday. Estimates are all over the map from sell to buy. Musk is still expanding like mad as he jokes about burning money. But if Tesla exceeds even the lowest estimates, shares will go much higher.
DON'T BUY
It reports Thursday. They usually put up decent, but boring numbers. Pass.
WATCH
It reports Thursday. Plastics and copper are directly tied to economic growth. Listen to the quarterly call for their progress to gain clues about the economy.
WATCH
It reports Thursday. Plastics and copper are directly tied to economic growth. Listen to the quarterly call for their progress to gain clues about the economy.
DON'T BUY
It reports Thursday. He's very worried about a slowdown in the rails business.
DON'T BUY
It reports Thursday. He's very worried about a slowdown in the homebuilding business. Listen closely to the quarterly call. Home deals are down because of soaring mortgage rates.
DON'T BUY
It reports Thursday. It was clubbed after its last quarter when it triggered this whole tech sell-off. It remains down in the dumps.
BUY
It reports Thursday. They consistently beat the numbers.
DON'T BUY
It reports Thursday. He expects declining numbers, especially their hard seltzer sales. He prefers STZ for its strong beer brands (which he owns).
BUY
It reports Friday. It was just downgraded, but he expects it to do well because of strong European travel and strong consumer spending in general. Why all the negatives?
BUY
It reports Friday. The last quarter was widely panned, but Verizon offers value.