DON'T BUY

It reports Wednesday. Why is it a dog? It isn't the company, but rather it's suffering the Covid hangover--it's suffering bad YOY comps and last year was Covid. A bigger question is whether they can afford more staff? Another woe is theft.

BUY

It reports Wednesday. Listen for comments about sticker prices being too high. Overall, he feels YUM will do well because of KFC, Taco Bell and Pizza Hut.

HOLD

It reports Wednesday. Though it's still early, the report will reflect on returning CEO Bob Iger. But he expects things to return to some normalcy under him. His shares were obliterated by the former CEO, but he sees happier days ahead and is holding on.

DON'T BUY

It reports Thursday. Recently, it's gotten negative press over the high-handed way ABBV protected the price of Humira, their big drug that has finally lost patent protection. Will it crush gross margins? Does management have enough to offset that loss? If management addresses this issue, shares could go down.

COMMENT

It reports Thursday and he expects a good quarter. But a growth hangover and negative macro economic data will hurt shares..

DON'T BUY

It reports Thursday. There's so much competition now, and Paypal margins are shrinking. They laid off 2,000 or 7% of staff earlier this week to cut costs. You don't do if you feel good about your earnings. BTW, the fastest part of Apple Services includes payments; who needs PayPal when Apple payments are built into your phone?

WEAK BUY

Likes it. They report Friday. Washington's stance on oil and gas hasn't helped stocks like Enbridge. It pays a 6.5% yield, supported by strong cash flow. Natural gas has swung from not enough to too much, high prices to low.

HOLD

It reports Friday. It's in the middle of a transition. Seems promising. Worth hanging onto this for the 5.7% dividend.h

COMMENT

A good CEO with a decent track record, but he is worried that some things are getting too expensive in America, including car rentals.

DON'T BUY

A UK online luxury clothier with only 21% of sales from the US. They sell a few brands from their platform, and have a stake in a company that is an online luxury retailer boasting super-fast delivery--a great company. Problem is FTCH is losing a ton of money and lacks a path to profits.  New growth is impressive though. Only 2021 was profitable in terms of EBITDA (during Covid lockdowns). Shares have plunged since then and they recently offered disappointing long-term guidance. Share sank 35% in one day. It has recovered to some degree, though.

RISKY

A former SPAC (he doesn't like SPACs) with shares are roughly the same level 14 months later vs. the market's -10%. Has soared 30% in the past month as the market rallied. It's a spec stock that is a pre-revenue company (just getting started). Have more than doubled orders since Dec. 2021.

BUY

The CEO turned it around and just reported an amazing quarter. Continue to own it.

DON'T BUY

They ended their dividend, which means things aren't going well.

BUY

Last Wednesday they posted a monster 25 cent earnings beat and more than doubled expected earnings estimate.

DON'T BUY

A tough call. Great people there, but the business model isn't making enough money. They need a merger.