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Their advertising business is a hidden gem, an opportunity for ads given 100 million users on their app. Expects this to run much higher.

He sold Home Depot to buy this, because it trades at a lower PE and they execute as well. Managers here used to run HD and apply the same playbook at Lowes. Operating margins in the last 10 years have almost doubled. He exited both stocks given higher PEs and weakening consumers. Would like to re-enter later.

He sold Home Depot to buy Lowes, because it trades at a lower PE and they execute as well. Managers here used to run HD and apply the same playbook at Lowes. Operating margins in the last 10 years have almost doubled. He exited both stocks given higher PEs and weakening consumers. Would like to re-enter later.

Likes it and there's a bright future in this, driven by AI, but how much is already baked into the stock? Trades at 100x PE and 28x sales, very rich.

Trades at 18x PE. They spent $32 billion last year on R&D, and some of it yields amazing products, mostly AI. Such research is a long process. Is a great long-term hold. Cash flow is huge.

He recently sold it because they are reorganizing, splitting off their critical missions division, but he's worried about the tax treatment for Canadians--will CRA make it tax exempt? Maybe sell it to avoid a tax headache.

Trades at 26x PE which is actually below historic levels. It keeps chugging along. The June quarter grew transactions by 9.4% and growing well internationally, twice as fast as US growth. 

Abbvie is famous for Humira, now off-patent. They've done well filling that hole, but their growth rate is now tepid. So, he sold it.

They just bought Horizon Therapeutics, a growth engine, and have a weight-loss drug in phase 2 trials that is promising facing a huge market. They trade at a decent PE and enjoy good growth from their core drugs.

A great company and the leader in GLP drugs, but trades at a high 50x PE.

People buy this when the economy looks weak. But what gives him pause is that over 50% of their revenues come from groceries, which offer only 2% margins, yet trades around 25x PE.

Is famous for Keytruda, a great drug used against cancer. Their main patent will expire in 2028, so there's time. He expects them to go a big acquisition. Steady and predictable. Profitable. Lots to like.

What often happens in tech AI is initial excitement over a company is replaced by a show-me attitude. This happened last week. Last week, their earnings were pretty good, but guidance was tepid, so shares sold off 8-9%. He exited some weeks ago when tech dipped. Nothing is wrong with Adobe, but the market got fearful.

It's capital intensive and very company. So, it's a tough business and returns on investment are very low. He suggests selling on the current price spurt and sell.

They have failed on every level in recent years: goals, timing, all. Can they do an 180? Possibly, but do you want to invest in this?