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Reported a good quarter this morning, so he bought more shares. GS is back, doing what they do best which is investment banking and the capital markets. They were paring back businesses last year and were less successfully. ROE is double in 2024 over last to 14.7%. They beat fixed-income revenues and equity trading revenue. They hit it out of the park. Is the top U.S. bank.

In acquisition talks, so shares are down 5% today. It's testing its 100-day moving average, not since November. Was a serial buyer of businesses. He hopes AI is a way for them to grow. We'll see where the latest deal goes.

Was downgraded today, but remember that Q1 is seasonally weak beacuse of weather. Q2 is seasonally stronger and expects so this year. Have a strong balance sheet and good momentum.

They report tomorrow and probably will report a loss. Delta which he also owns looks a lot better technically. It comes down to Boeing's delays in delivering 737 Max's.

They are crushing it, but sold his position way too soon. They report this week and he expects a solid beat, strongly benefitting from an improvement in capital markets.

South Korean e-commerce is strong given the consumer. Their paid membership prices are increasing 58%, so let's see if they have pricing power.

Will benefit if indeed the capital markets business is back, as GS says. Their overhang is their wealth management business, their strongest business, which the SEC is examining. Will listen to the CEO's call about capital markets and backlog. The large banks should do well, not the regionals which look uncertain. It reports tomorrow.

They have a combination that works, including capital markets and wealth management. Should deliver a good report.

Was upgraded today. Likes it long term given its dividend growth. They did a great job in 2023 during the Bud Light debacle by growing market share, led by Modelo beer. is well-run.

They report this week. Listen for what they say about their cyber hack and the recent Medicare announcement (will this overhang endure?).

They report this week. Listen to what they say about the recent spin-off. A defensive play with a strong balance sheet and pays a 3% dividend.

The best way to play copper which is seeing demand going up and supplies limited.

Likes their numbers, even better than the big banks. Shares have nearly doubled over the past year. Is less headline and overall risk than the big banks. Have $9.1 trillion in client assets, growth rates are 27% next year and 22% the year after that, and trades at 18x PE. 

Was upgraded today. Customers are cutting budgets short term, but a company can't have AI without investing. Cisco will come out with AI-specific products. So, focus on their long term. Short term is not great at 2% earnings growth then 6% in 2025 then 2026. Trades at 13x PE. She will hold it forever.

Was upgraded today. Earnings are expected to grow 28% in 2024, 67% in 2025, and 20% in 2026. People freaked out when their foundry business was losing money, but bookings of the foundry are up from $10 billion to $15 billion. You need to be long term this.