DON'T BUY
They report Wednesday. They got big orders--but can they meet them? A machinists' strike may happen. The Feds may halt the Dreamliner. Sub-optimal.
Transportation
COMMENT
They report Wednesday. He expects a beat and forecast cut. Once expectations get low enough for the metaverse, then this stock becomes a buy.
0
BUY
They report Wednesday. He expects the chips act to pass this week. That would be a big boost for Lam.
Technology
BUY
They report Wednesday. They do huge business in China (hurt by Covid) and Europe (hurt by Russia's insane expansionism). Apple is viewed as safe because its services business acts like an annuity. Own it, don't trade it.
electrical / electronic
BUY
They report Thursday. They have issues, but they are known: overbuilt during Covid and now they're paying for it. Question is: Does everyone know they overbuilt? Otherwise, they can focus on positive: Amazon ads and cloud which are doing incredibly well. However, Walmart's report could drag these shares down--oppportunity.
specialty stores
PARTIAL SELL
They report Friday. They have given back many of their gains since last earnings. That said, health and oil are the best places this week. He believes CVX can deliver. That said, he sold some shares today because of today's rally. He still expects good numbers.
integrated oils
PARTIAL BUY
They report Friday. The street views this as a play on the weak USD, but the dollar is insanely strong now. Buy after the dollar peaks.
misc consumer products