BUY

It reports Thursday. Trading at 34x PE, it's a B2B behemoth with amazing integration of AI

PARTIAL SELL

It reports Thursday. Trades at 22x PE. He's been taking off shares because it performs so badly when it typically reports.

COMMENT

It reports Friday. Will they take advantage of higher oil prices due to the war premium (Middle East conflicts)? They should.

COMMENT

It reports Friday. Will they take advantage of higher oil prices due to the war premium (Middle East conflicts)? They should.

BUY

A blue chip stock.

DON'T BUY

No, though it might bounce and you can collect their dividend.

BUY

One of the greatest, fastest turnaround stories he's seen. It's avoided bankruptcy, raised money and has bounced back.

BUY

He's been recommending this since last year's regional bank crisis when Schwab got caught in the crosshairs. It's a premier brokerage house with an amazing franchise. It was insane that shares nearly plunged in half. Last Monday, they reported a great quarter which sent shares 5% higher as the averages sank. Reported top and bottom line beats and added 1 million new accounts in Q1.

BUY

A smallcap he likes that makes after-market parts for planes which benefits whenever bad news about Boeing arises. United, Alaska, Delta, Southwest and Air Canada are customers. A great CEO.

SELL

All tech stocks are in freefall--and these are companies doing well, and this isn't one of them. This is losing money.

DON'T BUY

They replaced the CEO who was great. Doesn't know the new CEO well enough, and this is now a tough market for tech.

BUY ON WEAKNESS

It sells at 90x PE while companies selling at 20x are getting hurt. Buy on weakness.

PARTIAL BUY

Likes it as this lower level. Buy some now, and more when it's lower.

BUY

He disagreed with the street on AXP's new report and found their quarter excellent.

BUY

He saw in their report huge sales past quarter, exploding gross margins while their costs have slid. But shares fell in today's opening. Stupid.