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It reports Thursday. There's been so much negativity around this, and they will report a disappointment, albeit the most-telegraphed disappointment in history. However, shares have been creeping high and away from his $160 downside target. Apple could highlight the performance of the world ex-US and China, a total market that's bigger than China, and stress their new tie-in with Nvidia.

Dicey. A great CEO, but all their inventory needs to be cleared before he can call this a buy.

Yesterday, they reported a sizable top and bottom line beat, accelerated revenue growth and raised their full-year forecast, but not as high as the street expected. So shares plunged 7% today. Also, the street is worried about long-term interest rates going higher.

It reported this week. It pays almost a 7% dividend. Covid crushed cross-border money transfers and are facing serious competition from cryptos. WU has brought in a new CEO and sold off business. Also, they're moving into digital banking services and using their huge network of stores to give them an edge. Shares are up 26% in the past year. They target 2% revenue growth by 2025 and around 5% earnings growth. Modest, but numbers are not shrinking anymore. They just reported their 5th straight solid/good quarter. 2024 will be an up year and he expects shares to grind higher. The balance sheet is fine. You can buy it here, but he's not excited by it like AmEx.

A great stock, like its credit card peers. Is up 27% in the last 6 months. Buy some now and more when it dips.

Yesterday, it reported a strong top and bottom line beat and raised their full-year forecast. This quarter deserves more attention as shares are down 5%.

Their quarter disappointed, though he likes the company. Even Haliburton did better. He prefers Cotera.