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There are fears of fast food stocks suffering a death cross, heading down, but try getting a franchise from WING. Huge demand for their food.

Shares jumped 20% after reporting in late-July, rebounding from a sell-off in the quarter before after that report. But in the past month, it's been hit like so many stocks by rising interest rates and probably some profit-taking. He still believes in it.

Late-August they reported a strong quarter--margin growth and earnings and didn't touch their earnings forecast. It's maintained those gains is up 24% for the year. Is watching it, because they just delivered a partnership with Salesforce who will provided united data and AI tools. Likes it overall.

Is astonished these shares have fallen so far, because so many use their products, but the entire pet sector is in the doghouse.

It still yields 3%. There will be a credibility gap between what they said about the problem with their engines and the reality of them. He expects a lot of bad blood between RTX and the airlines who will lose some flight time because of this. Trades at 15x PE and will go lower, and may be then you can buy it.

Prefers the best-in-breed, AutoZone and has felt that for many years.

Shares have been rocketing, partly because they're using generative AI and their own data more than any insurer to assess risk and therefore making fewer mistakes.

They can explode their earnings higher, based on their AI, Einstein. He's met users who have been thrilled by Einstein.