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Is undervalued and so it Caesars. He's frustrated with this space, because Las Vegas has been going gangbusters where convention attendance is way up over the past year. These stocks haven't gotten credit for their performance.

It was down 5% yesterday after Salesforce's negative report. CRM's weak guidance won't impact Oracle's business. After Nvidia's infrastructure buildout, Oracle is next in line in this buildout, given their data centre buildout and the AI services they offer. Oracle will build these for Elon Musk's xAI among many other announcements. He added shares last week and today is a great time to step in.

Last week, MSFT announced they will put Qualcomm chips in their tablets which was powerful news. So, the forward PE has risen to 18x, high for the company, and so are price targets but deserved

The day rates on these offshore drilling rigs has been climbing well, so idle rigs will return to service. Is up sharply this month.

This drugmaker has a lock on MS and have new shots on pain management and other maladies. Lots going on. Up sharply this month.

Down 9.5% in May. The street expected more earnings growth. He sees 10% annual growth in the next 2 years. Cars are on the raod longer, so good luck getting a new car. Trades at a low 13x forward PE. Happy to own this.

A contrarian call that he picks for defence. Dividends are solid, though valuations are a little high. Is up 7.5% in May but expects flatter gains ahead.

It's rebounding today after an earnings drop. Expectations were too great after investors saw good numbers from Abercrombie and Foot Looker and Best Buy. She's opkay with Kohl's, will hold and give it two more quarters. Regular sales were up 2.4%, though clearance sales reduced overall sales 6%, but inventories fell 13%. Good management here. They will maintain the dividend while reducing debt.

Had a modest downgrade today, but that analyst still expects 49% earnings growth in 2025. This trades at 19x PE and 32% EPS growth. She's enjoyed nice upside since she bought it last year.

Is up 17% in May. They directly benefit from AI because they produce semi-testing equipment. It trades at 37x with 55% and 35% earnings growth in the next two years.

Up 16% in May. Their software and wiring is used in almost every car. It sold off earlier this year when EV's sold off, but it trades at 12x PE with 15% growth with big cash flow. 

Down 15% in May. The 7% dividend is rich, but the earnigns growth and outlook are real.

A contrarian call. There remain gems in the rubble of commercial real estate.

They report next week. They have huge brand awareness, but to be honest this is a tax-loss sale after they report. However, he won't do that yet because they trade at 30x historically and now at 21x. He bought at 27x. He got ahead of this, but won't sell it yet. No doubt there's more competition in this space.

Has owned this for a year, still trades reasonably, high free cash flow and low debt. One of the largest, lowest-cost producers.