BUY

Is overlooked in pharma. It boasts an amazing oncology business, including recent positive trial data on phase 2 and 3 lung cancer drugs, which could be breakthroughs. Shares have doubled in the last 5 years and has been climbing since 2016. Last April they delivered a blowout quarter with an earnings beat and a bullish forecast including a 8.5% compound annual growth rate based on doubling multi-billion drugs to 25 by 2030. Also, they are developing obesity drugs.

BUY

It yields 2.5% and shares are up 15% in the last 6 months. Don't chase this, but he likes it.

DON'T BUY

It will need a lot of time to turn around. It hit bottom when it touched a 5.75% dividend yield. You won't see good news here until 2029 or 2030.

BUY

They lead the coming new cycle in PCS, driven by AI. HP unveiled its line of AI PCs 3 weeks ago, then reported a great quarter. Shares are up 20% in the past month.

HOLD

It's been a great stock over a long period of today. It was downgraded today so shares slipped. The CEO is too strong, so he wouldn't write off AMD.

DON'T BUY

They don't make money.

BUY

It's been going down so much, now at $63 that it's worth buying.

DON'T BUY

The government regulators are after them (anti-trust) which is never a good thing.

BUY

Activist Elliott Management just took a big stake in this. Shares have fallen 50% in the past 3 years, and even lower than in March 2020 during the depths of the Covid shutdown. Elliott is a smart outfit and he agrees with their detailed assessment. LUV's underperformance is stunning during a travel boom and management's lack of action is off--they seem oblivious. Their had a bad Q1, and yet the CEO said they had a good quarter, despite the financial results. Really?? He agrees LUV needs a board anad management shake up and thorough review. Given Elliott, this is a buy.

COMMENT

Generally speaking, political shift to the right in Europe not a concern - however is something to note. Right leaning governments tend to simulate inflation as countries pursue protectionist strategies (cheaper goods not available), and less global trade. Upcoming CPI report (May) will give direction on US Fed policy regarding interest rates. If CPI data is higher than expected, will give less room on potential for interest rate cuts in the USA. Recent Canadian interest rate cuts putting pressure on Canadian dollar. Expecting another interest rate cut from the Bank of Canada. 

BUY

Good option for investors looking for US exposure. 

BUY

Excellent option from a reputable company. Provides good yield as well. 

BUY

Great dividend. Not much growth over the long term. Good for yield seeking investors. Current price is a good place to buy. 

BUY

Good time to buy. More value than Nvidia. 

COMMENT
Educational Segment.

Believes upcoming announcements from the US Fed will reduce expectations of interest rate cut. CPI readings will be very influential on direction of US Federal Reserve. Question is whether traditionally "dovish" J.Powell will hold his stance.