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Discouraged by Carnival's results today. A strong pass.

Has a very good product and he likes it, but wants to see them operating in more states.

The longer this mini-banking crisis drags, the higher the Fed must take interest rates. On the other hand, if a larger bank fails, those hikes halt.

It's a consistent dividend payer, so he likes it.

It's too early to bottom-fish the regional banks. But the contagion has hit related sectors and stocks like Schwab, which has plunged from $76 below $52 though has bounced past $54. It's doing worse than the regional bank sector. Schwab got lumped unfairly with the regionals. Investors are nervous with a company that most of its investments in securities rather than loans. Schwab has 60% of their interest earnings assets in securities. Another concern is their $14 billion in unrealized losses in agency mortgage-backed securities, which is only a real worry if Schwab must sell its bonds in a pinch rather than holding them to maturity. Buy this dip. They can tap many sources of capital to stay liquid. They should have $100 billion in cash flow this year from regular business and can raise another $8 billion a month in selling certificates of deposit. Trading at 13x earnings now, a steep discount from its normal 19x. There's a ton of insider buying from the CEO and other execs. Net interest margin spreads can tighten, though. Earnings estimates have recently fallen. Bottom line: There's no crisis in Schwab.

An oil company spin-off from 2018 that has sold off hard last year as rates climbed and more recently during the banking crisis. Tailwinds could be the banking crisis slowing rate hikes and China demanding more oil. The company has formed in a merger in mid-2020 which is now complete so they can maximize production of existing wells--that's where the money is, and that's what produces want instead of spending on drilling new wells. CHX is also investing in green energy--emissions monitoring in which CHX is emerging as a leader. In 2022, CHX boasted 24% revenue growth due to more drilling and strong pricing power. Also, they've paid down debt and cut a lot of costs in recent years.

Its user base of several hundred million makes this the perfect place for AI functionality to create value. They're partnering with Nvidia to build a new set of generative-AI models that can be used by Adobe customers of creators and markets. For instance, this can generate images and text effects without any manual editing requiring very little time.

They specialize in surgical robots and tools, implants and patient monitoring systems. Are partnering with Nvidia to build an AI platform for medical devices, like the recently approved first AI-enabled colonoscopy tool that could detected cancer. This gives MDT new hope, new life.

Are partnering with several companies across many sectors in generative AI, such as Einstein GPT with Salesforce; Adobe and Metronic (see those entries). Own, don't trade this.

It went down because Tesla said it would buy fewer rare materials. But he feels that's unlikely, because Tesla needs them. A buy.

There's demand for products to improve skin care and appearance, because people want to look good.

Is confident crude oil will bounce back given China's demand. Also: if the Fed can design a soft landing; technician Larry Williams concludes that oil will rise based on his analysis of historic market patterns.