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He bought this during the July sell-off, down 40% from its highs currently and is the third-worst-performing chipmaker in the S&P. Their fundamentals haven't changed. AMD is a close second to Nvidia. Demand for their AI chips is strong. They raise predictions for demand for these chips from $2 billion for 2024 to $3.5 billion and in late July to $4.5 billion. Their last quarter boasted a modest top and bottom line beat with better than expected guidance. The street doesn't give them credit for 2 deals last summer for ZT Systems and an AI company which will help AMD close the gap with Nvidia. He firmly believes in the CEO and says this is a strong buy the dip.

Their bread and butter are memory chips to feed all these new data centres needed for AI. MU's business is accelerating hard the past 2 quarters and not just in AI. Last July they reported a monster top and bottom line beat and raised guidance. He doesn't see their next quarter being any worse. Trades at a cheap under 7x 2025 fiscal earnings estimates. 

She believes the S&P is peaking and grains (agriculture) are seeing a lot of negativity. A very unusual confluence that could lead to a short-squeeze in the grain complex.

Based on valuation, this could bounce to $31.32, but oil is under pressure no matter who wins the US election.

They pay a good dividend and have a good growth portfolio and capital allocation, better than, say, Barrick.

They just delivered a fantastic quarter recently and has rallied 6% since then as the market rotates to healthcare.

Since 1950 the S&P has been down in September about 60% of the time. The average amount in the last few years is 6%. Rate cuts in the U.S. are coming, probably 25 basis points at a time. This should introduce a bullish sentiment which was not the case last September. If the rate cut is 50%, this would cause concern about recession. Dividend stocks which got hid hard over the past couple of years are coming back as rates come down. Lower rates are also a lift for utilities and pipelines.

It is OK for buying an initial position. It is at a 52 week low but issues are temporary. It is acquisition oriented and spending by insurance companies, etc. is heading up. The P/E has been perpetually high and it is range bound so it is better for trading.

It is in their portfolio and has been the biggest disappointment this year. Management in a conference call knows where they dropped the ball and identified issues that are fixable. There could be an industry issue too.

The big question is whether to look for an entry point and whether to hang on or take some profits. Insiders are finally deciding to to sell. 46% of revenue comes from 4 companies which have ramped up spending on AI - will they be able to sustain the spending. The new Blackwell chip is 4 times more powerful. At some point will customers be satisfied with chips as they are and not want even better ones.

He doesn't own it but has lots of respect for this blue-chip company. It is good for exposure to the oil and gas sector. It tends to move sideways mostly and then have a big jump so be patient with it.He prefers the mid-streamers in this sector as well as the service stocks.

It now has a different strategy and is not acquisition driven any more. Other companies are more attractive for returning capital to shareholders.

Its P/E is high at 50X earnings which used to 36X. It is a dominant player but revenue growth this year is only 5%. It probably goes sideways so wait for a correction.

He rarely sees bank stocks trade at 13 1/2 times this year's expected earnings and Royal bank is trading at this level. It is hard to see earnings grow much higher so it could be time to take some profits. It could do a split since banks don't like to see their stock prices get too high.

It is lowering its capital expenditures by about $1 billion mostly this year, and lowering operating expenditures. This will improve free cash flow. This is looking favorable for lowering the payout ratio and sustaining the dividend. It is sensitive to interest rates and has probably hit bottom. In general the 5G and other expenditures in the telecoms are being wound down so free cash flow is improving.