DON'T BUY

Higher gas prices are pressuring their margins while revenue per seat mile is down alot. Big business is getting hurt by the sudden rise in crude oil prices.

DON'T BUY

Their outlook is dimming as the wider economy weakens, and they're shifting to more value-oriented products for pets. He thought pet food was a more reliable product category but now this is can be slippery.

DON'T BUY

Last week, they reported a bad miss and got punished. Maybe they're facing too much competition from Costco's deals.

BUY

They saw two price target hikes today. TJX does well only when other retailers are struggling (a sign of a weakening economy). Once a consumer gets hooked on TJX, they don't go back.

DON'T BUY

Cracks appeared here when their CEO suddenly left. Also, are plagued by theft (shrinkage) like much of retail. Only the name brand is a positive.

DON'T BUY

Likes it, but with these companies, you need credit to buy their solar products, and the price of credit keeps rising,

BUY ON WEAKNESS
The caller just bought this

Wait before you buy again. Buy if this falls another 10%. Likes TSM very much.

BUY

A core holding. Buy, don't trade this. Shares fell today on reports of a possible ban in China to prevent workers from taking their phones to work. Apple keeps outperforming the S&P, up 228% over the last 5 years,

BUY

It boasts a durable enterprise software business and their Office Suite. Also enjoys growth in their cloud business, Azure, and offers great exposure to AI. They also have gaming and LinkedIn.

BUY

Primarily a digital ad business, riding the recovery this year. YouTube also performs and will benefit from NFL games. Their search business is solid, and their cloud business is growing and still the leader. Also, it's an e-commerce play.

BUY ON WEAKNESS

Unlike other healthcare stocks, this has rallied 50% this year. Their diabetes drugs has great potential, but Wall Street doesn't appreciate it. LLY's Alzheimer's drug is in the late stages, also promising.

BUY

Rallied before las year's interest rate hikes when the street suddenly rewarded profitable companies and sunned non-profitable tech. Activists led to the company improving operating margins and earnings. Last week's quarter really beat estimates.

BUY

A growth industrial name in natural gas, the top dog in an oligopic industry.

BUY

Run by a fine CEO and they have a great AI collaboration with Nvidia that offers long-term potential.

BUY

Last week, they beat top and bottom lines, and raised guidance full-year. Shares jumped 11% since then.