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Today, their Q2 earnings were incredibly strong. You were rewarded to holding onto your bank stocks. It's the best of this sector.

Banks reported their Q2 today, but the market reaction to Citi has been weak, a reaction to the consumer's large credit card balances and trading revenue down 13%.

Banks reported their Q2 today, but the reaction to Wells is so-so, muted. Office real estate is weak and the CEO talking about the regulatory environment tightening--you must be concerned about these.

The labour agreement expires on July 31. He isn't concerned, but is concerned about the potential damage to the wider economy. We don't need this at this point in the recovery. UPS manages its balance sheet well, a better choice than FedEx.

Are enjoying a good 2023 as they cut costs, but they are recapturing the losses of 2022. UPS is better for managing their balance sheet.

He owns many healthcare names including UHN, but isn't excited about these names because they have lost momentum. Their CFO has warned of higher costs, which has lowered the bar a today. Earnings beat today, yes, but the bar is very low.

A strong believer. Buy now. Uber will be in the S&P one day and will trade at $65-70 in 2-3 years.

Banks reported their Q2 today. JPM's loan-loss provisions are $100 billion lower a year ago if you strip out First Republic. That says something about the trajectory of the economy. Add to that the CEO's bullish comments about the economy and his bank's forecast. Without First Rep., they beat profits at 40%, a 67% profit rise with FR. Massive.

A core holding. It performed well, though down 8% this year. Revenue is up 13%, though costs up 16%. Their medical ratio is at 83% vs. 81% last year, but in line with the street. Shares are jumping today on earnings.

Is excited about Wednesday's earnings report, looking for a big rise in revenues. Shares have been on a tear. Treat this like a commodity stock--volatile. China will be positive and there's already momentum in this stock. He expects shares to top $300.

He remains bullish in AI. No one can catch Nvidia, but AMD would be #2. AI will continues to expand as various companies like Schlumberger adopt AI technology. But beware if AMD breaks below $100-105.

Are introducing AI into the oil space. A tailwind. A consolidation would take it to the next leg.

Credit Suisse today cut the price target to $126, which means 40% upside. Their media business is worth $60 billion vs. Netflix's $210 billion, a massive valuation gap. Disney is like New York City. Both can be down at times, but you're foolish to bet against them. They can get past this rough patch by creating great content while people will flock to their amusement parks. It could take 3-4 years before Disney returns to previous levels, so be patient. Yes, the actors and strikes are concerns, but are short-term.

Last year, this was flat when all tech was down 28%. Give this stock some respect. Is down 5% YTD. AI could enter the conversation. She doesn't expect any drama when they report Wednesday. They offer slow and steady growth. They have strong services and enterprise businesses.

An interesting time to buy this, given the earplug lawsuit and this cloud should start to lift. They've paid a dividend for 100 years, raising it for 64 years, paying 5.8%. They are innovative, like robots they've sold to BMW. Dirt cheap. Buy.