BUY

They just reported a huge earnings beat and raised full-year forecast because of their weight-loss drug. Run by a great CEO. Yes, there are many competitors, but LLY remains ahead of them all. There are spending $20 billion to build/expand facilities to produce more weight-loss drugs.

DON'T BUY

These outdoors stocks are fashion, and DECK has a shelf life of another year.

BUY

He owns GE Healthcare instead, but RDNT is better (though more expensive).

PARTIAL BUY

Likes it a lot. Short-term issues are temporary. Buy a half-position now and half when a knucklehead analyst downgrades it.

BUY

It reported then shares plunged 20%. Reported a revenue beat, but didn't change their full-year guidance, including the lower end of new store openings. Fundamentals remain solid. Why the 20% drop??

BUY

Last week, they reported a beat on every line item, including 23% revenue growth YOY and total orders 91% YOY, with improved guidance. From the pandemic, people are used to using food delivery apps, given order frequency and customer retention, while digital penetration is growing including their monthly subscription.

BUY
Uber Eats in latest report

YOY gross bookings +16%, revenue 8% and adjusted EBITDA 79%, beating the street.  In an economic slowdown, more people will work for Uber Eats, thereby lowering costs and prices. Also, the Uber One membership means $0 delivery fees. The food delivery business has been sticky.

WAIT

Their Q2 report: +15% total revenue and 89% adjusted EBITDA YOY, beating the street, plus delivered robust guidance. That said, he remains wait and see with this new public company, because still prefer buying groceries like meat in person. 

PARTIAL BUY

Sells at a high 50x PE, but he's long liked this.

BUY ON WEAKNESS

They reported a great quarter this week, but share still fell over 3% because they merely reiterated their outlook and lowered sales guidance due to currency. Is down 11% this year.

DON'T BUY

Cathie Wood has been selling this, though she bought it at a higher price.

DON'T BUY

An unconventional lender, so too risky.

HOLD

They've been hurt by China, but had a decent quarter. He bought the weakest of the three GE companies. He will ultimately make money on this.

DON'T BUY

He won't buy an enterprise software stock (this sector is losing money like no other).

PARTIAL BUY

Is a huge believer in this, but China is a short-term problem.