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Pays a 5% dividend yield with decent earnings ahead.

She sold it. Trades at 12x PE with very limited FFO growth and pays a 4.5% dividend. It's outpaced any of her REITs by a mile. She sold because she wanted to buy something else. This moved up a lot so she took profits.

Not sure if this news is a huge positive for GM, but it affirms that driverless cars are a serious thing. Uber is expensive at 40x PE, but has 40% earnings growth forecast and mints free cash flow at 4.5% free cash flow yield. She's keep holding this.

She sold it, not because she's negative the stock, but this company spun off and dropped its dividend, and she was holding SOLV for clients in a dividend fund. Their recent reports have actually been good with decent earnings and a decent valuation.

They report Tuesday. Has held it for 5 years. Could be very volatile either way after the report. NVDA can continue to grow 5 years at 30%. If it comes anywhere near that, shares will move higher.

The PE has fallen and no longer expensive. Has $19 billion in free cash flow in the past 12 months and will benefit from lower interest rates.

They report Tuesday. She'd be surprised if their numbers weren't great. In all recent calls, the hyperscalers announce they are increasing capex in AI. Also, AMD has great numbers and confirmed this continued spend that NVDA probably will. She expects NVDA to have a massive beat and guide higher. She would be shocked if they didn't.

She's bullish because of their new phone IOS and Siri coming, and the phone upgrade will be incremental. We all love their products which boast wide margins. If they surprise when they report next week, the stock will rise a lot higher.

It holds the highest free-cash flow yielding names in the Russell 1000.

They report Tuesday. Expectations are high. He expects 100% or more in revenue and 130% in earnings. It's entirely possible that they report 132% and not 137% and the market responds by slashing 10% of the share price. NVDA is highly sensitive in the short term, but NVDA has reported 6 straight quarters of sales and earnings beats and raised guidance every time. markets have been waiting for this company to have a misstep, so if you've been waiting for this the past 6 quarters, it has not been fun seeing shares go higher. NVDA is entering the report 9% off its highs and as much as 27% recently. The stakes are high for the overall market. Their big customers--Microsoft and Meta--none of them in their conference calls announced they were cutting AI chip spending. None. They are the ones to listen to. He wouldn't buy NVDA now, though.

Earlier this year, Elon Musk spoked the ride-share sector when he promised to then failed to unveil robo-taxis. For driverless taxis to work, you need mass demand which Uber has with its base of subscribers--Uber can fill these cards with riders. So this is a tremendous opportunity for Uber, though won't impact near-term earnings. It currently trades at a 32x forward PE (38x actually) with 30% forecast EBITDA, which sounds right. That forward PE is the lowest since Uber became profitable. RSI is 63 now, not overbought despite rallying. This will go north.

He wished he had bought alot more. Shares are jumping 7% today after Cava reported a great quarter. Net sales at Cava jumped 35% and same-store sales were 14% vs. expected 7%. He's holding this for long-term.

 Cava reported a great quarter. Net sales at Cava jumped 35% and same-store sales were 14% vs. expected 7%.

The chart shows a new breakout in progress.

J.Powell indicating lower interest rates in Jackson Hole. As a result, market has responded favorably. However, if markets feel rates are cut due to weak economy, stocks may fall. Appears markets are heading towards a soft landing. If anything, investors might be in for a stronger than expected economy (higher inflation). Regardless, positioning investments towards growth in tech (Apple,Amazon, Meta, Google). Also diversifying into healthcare and industrial sector etc.