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They report Thursday. He expects the homebuilder to tell a terrific story. If the Fed cuts 50 basis points the day before, LEN could be a terrific place to be.

Is down 9% in the last 3 months. It's too expensive to sell now. 

They reported a great quarter two weeks ago, but shares tumbled 10%. The sellers don't believe the CEO's full-year earnings forecast. Is a buying opportunity.

Yesterday they reported and shares fell 8.5% today. Results were terrific, but guidance for the quarter was a tad light. There were many price hikes and hope heading into the quarter. The bulls got way ahead of themselves. He would pounce on this current weakness. The quarter was strong across every major business line with no areas of weakness. They beat top and bottom line. The key cloud metrics were strong; net new digital media annualized recurring revenue strongly beat. Q4 guidance wasn't "that" soft, but he would shake off fears, because of currency fluctuations and a few major deals closed early, intended to happen the next quarter. Also, they are spending more on marketing because they have new express software for teams, students and enterprise. More important is their guidance, which we'll have to wait until December. Adobe has done so well for so long and their AI products remain compelling and their complete AI suite is amazing (he uses them). Past post-earnings slumps have been great times to buy.

Is up 24% in the last 3 months. Shares are high, but they will blow away estimates in their next report.

Shares are down because they are heavily shorted, Estee Lauder and Ulta have been weak too. ELF is the best in a weak sector.

Is up 31% in the last 3 months. He likes them for making great products that nobody else has. 

They just blew away numbers after missing them for many quarters. The good news is backed into shares now, though maybe there's another 10 points to come.

Are his favourite healthcare-AI play.

A great company that just coins money. Their end users include government infrastructure. A great CEO.

Too speculative for him in mining.

The lawsuit is meaningless. DPZ's franchise was missing its numbers overseas, which is why shares are declining and this worries him.

Demand was up 10% in July and 12% in August. Sure, you may not want to buy a stock that jumped 25% in one day, but anything related to housing (and falling interest rates) is doing well. He expects a housing boom.

Is up 45% this year already. Anything related to housing (and falling interest rates) is doing well. He expects a housing boom. 

Is up 10% this year. Anything related to housing (and falling interest rates) is doing well. He expects a housing boom. So, HD could enjoy a catch-up rally.