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Some feel that Intel will bounce back huge, catching up in data centres, and sell more chips. Dream on. Look at their balance sheet. Last year, they cut their dividend.

Is worried because competitor ELF reported such a bad quarter.

It hit a 52-week low today, but people will be kicking themselves for not owning this, because this will rally when interest rates decline.

It's rallied 10% int he past month. The biggest owner of timber; the housing sector will rally when interest rates start to fall.

The largest supplier of building products for pro builders. They have distribution centres across the U.S. and they are consolidating in a fragmented industry. Is up 680% over 5 years, though -8% YTD. They just reported: matched revenues, but blew away EPS, but cut its full-year sales and adjusted EBITDA guidance, though announced a near-$1 billion share buyback.

Will benefit from lower interest rates, and it's done better since moving from the London Stock Exchange to Wall Street. It has doubled since October 2022. Recently, it's come down for no reason, so now is a buying opportunity. They deal in building products (heating, ventilation, plumbing).

They beat top and bottom line for Q2 and raised full-year forecast. It will perform even better when the Fed starts cutting rates.

There's some concern over the drug store properties they hold, but he likes their monthly dividend and shares have popped 8% in the past month.

Shares have more than doubled since going public over a year ago. Last Thursday, they reported a strong beat and raise, plus good full-year forecast. Is up 76% year to date.

The EVs market isn't ready yet; there aren't enough charging stations.

Washington isn't pleased that they do so much business in China, which is a shame. This is a good company.

He doesn't trust business development companies, and he doesn't know what they own. Avoid.

A cheap stock, but they tend to report well, but people always find some reason to sell it.