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Pays a 4.7% dividend. They reported a good quarter recently. Their loan and deposit growth beats peers, and will do better when rates fall.

Recently reported and the market didn't like it in a mixed quarter. Current weak oil prices don't help either. Trades under 12x PE, but pays a 4.5%. dividend. Are trying to buy Hess-not sure how this will turn out.

He's suspicious of any stock up double digits this year, but this trades at only 4x PE. Wait until the next analysts re-rates,

It's like a Mag 7 stock: up a lot this year and too expensive. Wait for the right price.

$225 now, down from $256. Buy a little at $223, then more each time it falls $5 lower.

A REIT that holds factory outlets. Pays over a 4% yield and delivered a great recent quarter.

Long term they have staying power, but short term they have a cash flow problem.

They're in EVs, which are really slowing, and in data centres also slowing. No, copper is not in a super-cycle. Don't touch this until it breaks $38.

Though the PE is reasonable, he's troubled by the lawsuit against Crowdstrike.

It trades in line with NVDA, which is going down (though he likes it).

He never recommend nor will tobacco stocks.

Is down only 2% in the last 3 days when the markets have tanked much worse. The Fed will cut interest rates, which benefits WY. Adjusted EBITDA rose 16% in Q2 over previous quarter.