BUY

A great, long-term company, great because it is invaluable to small businesses. The chart shows a head-and-shoulders pattern.

BUY

Their fundamentals were never bad, but its shares flew way too high. Musk was forced to sell a ton of shares to pay for his ill-advised purchase of Twitter. After that sale, Tesla bounced back. After a brutal 2022, it is the biggest winner of 2023 so far.

BUY

Down 67% last year, a pandemic victim. It turned around in Q4 by offering stability that shareholders applauded. Was the 3rd-worst performer in 2022, but is the 2nd-best performer in 2023.

BUY

They make the tools that helped Moderna make the Covid vaccine. Roared during the pandemic, then crashed in 2022, but is soaring now. Rumoured that Danaher could take this over.

BUY

Tanked last year, saddled with $50 billion in debt, but is rallying this year. AT&T shareholders didn't want to own WBD. Was down over 60% last year, but the 4th-best stock this year.

BUY

Shares were off 64% off peak and had a terrible 2022. At end of 2022, the PE was under 15x. Their last quarrer offered a surprising beat, layoffs and a $40 billion big share buyback. It deserves its comeback. He expects some meaningful AI announcement coming.

BUY

Shares fell off a cliff last year due to videogame weakness. Now up 52% this year so far, driven by the AI industry. If you own, hold on. Has room to run.

BUY

Shut down during Covid, but the cruise stocks are bouncing back. Life is too short thesis: people can't wait to experience things.

BUY

Shut down during Covid, but the cruise stocks are bouncing back. Life is too short thesis: people can't wait to experience things.

BUY

The 9th-biggest gainer this year so far. It recently bought a research firm and become less dependent on private capital. Coming back hard this year after a brutal 2022 falling 66%. Those fears were not justified. Stock is still cheap.

BUY

Yesterday, they reported a strong earnings beat and beat sales, but they also reiterated their full-year forecast instead of raising it. 2023 could be another good year.

DON'T BUY

They just delivered sub-optimal numbers. Suffered supply chain shortages last year. Maybe there was less demand after Covid? We knew things were bad when they pulled their forecast last October. Q4 revenue was down 22% YOY and an 11-cent earnings miss. Their latest full-year forecast is weaker.

DON'T BUY

It's losing money despite demand for nuclear energy.

DON'T BUY

Can't recommend any stock that's losing money.

DON'T BUY

It's based on Brazil, so there's unwanted political risk.