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Industrials have outperformed the past few years. CMI's trucking has seen a modest improvement, but wants to see more. Earlier this year they went through a period of adjustment in freight.

It's a good trade. He got back into the regionals. 

It's been a top 3 name for momentum traders over the past 18 months, getting in and getting out. The catalyst is their weight-loss drug

It was done very well for him, but revenue growth is slightly moderating, only 10% in the last quarter. He's concerned, but can't and won't sell.

Upgraded today. Their management team can navigate a recovery. Cybersecurity stocks are back today. Don't trade, but invest in cyber. He's very bullish cybersecurity. Of the big three, though, Fortinet has the best balance sheet.

Cybersecurity stocks are back today. Don't trade, but invest in cyber. He's very bullish cybersecurity. Of the big three, though, Fortinet has the best balance sheet in the sector.

Momentum was jump-started 3 quarters ago with excitement over them streaming live sports, namely NFL. $735 price target today by Wall Street is actually too low.

Is up today, likely from guidance from Toll Brothers. Are lots of tailwinds for homebuilders: falling interest rates and Kamala Harris' pledge in this scetor.

She expects global industrial production to rise and there's demand for a meaningful infrastructure build.

To protect his downside, he bought 450 puts with a Nov.15 expiration. If the market rolls over, he'll be protected. It's unheard of to recover from the recent volatility so cleanly upward. It's likely there will be some sort of backward move.

They're turning around, given their immunotherapy pipeline, and their device and testing businesses are strong.

They recovered from a cyber attack. Earnings are growing. Their HMO (Health maintenance organization) is the best in the business. It's a safe play in healthcare.

It's been a tough stock to own in recent years, but they've absorbed Ameritrade and we're starting to see the benefit of that. They are and should cut back on their bank business. They can grow earnings around 5-10% annually in coming years.

Was downgraded today. She trimmed it recently because it's been a strong performer. Trades at a high 15.5x forward PE. Vacation and concert spending may be slowing, so she reduced her weight. It remains the top operator in the high-income space. It has a great runway, but it got too expensive.

It made a buy list today and deserved it. They're starting to see a rebound after Covid. They have a lot of diagnostic equipment that's widely used across healthcare. Shares are earnings are coming out of the doldrums and starting to move up.