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).
Consumer Products
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?
investment companies / funds
BUY
It reports Friday. The last quarter was widely panned, but Verizon offers value.
telephone utilities
BUY
The best international oil service provider. It reports Friday.
oil / gas field services
WATCH
It reports Friday. How long time will they spend on the earnings call talking about Musk? He considers Musk's entire defence flimsy and Musk will lose in court.
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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
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