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It reports Wednesday, and the street is bearish. But he likes LOW, because it's already declined from Home Depot's last quarter and he expects the CEO is tell a positive forecast.

It reports Wednesday. Controversy over its activist investor. He hopes it will die down so the CEO can get back to business. He doesn't know how CRM is doing. He wishes he owned more, because it will do well when the CEO makes peace with the activist. Doesn't know what their report will be like.

They have an investor meeting on Wednesday. Musk can take aim at his competitors and win. He expects fireworks when Musk speaks.

It reports Thursday. They can raise prices and pass on inflationary costs.

It reports Thursday. It has a bad habit of declining on any news, even good, and it will be worse because we're in a retail bear market. Strong stomachs can buy this if shares fall after the quarter.

Likes the CEO. Was impressed with Bookings' latest quarter, while Airbnb stock is still rising.

A major HVAC company. They keep putting up excellent numbers, include a recent strong forecast. Shares are holding in this difficult market. Beat top and bottom line in their last quarter, Q4.

A utility that serves 5.6 million customers in 11 states. Has pulled back 5% so fat this year as Wall Street rotates out of this sector, but he expects this rotation will reverse soon. Yesterday they reported another strong quarter with top and bottom line beats in Q4, and will sell an unregulated renewable business.

Was the only real estate play to give a positive return last year on the S&P. Yesterday they reported another solid quarter; total revenues jumped 100% YOY in Q4. They own Caesars Palace and MGM Grand in Vegas.

Gambling is hot again. They bought Barstool and he likes that deal.

Top supplier of insulin. A very good company. Their diabetes drug has sold out so shares have plateaued. That said, he prefers Eli Lilly.

Didn't like their balance sheet, but they have beaten that issue.

They recently reported a weak quarter, but shares didn't go down a lot, so that's a good sign. They need new, fresh titles. 

They need to make profits. They don't make money.

They cursed on the conference call. They fail to execute.