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It's been a long wait for small-caps to start to rise this past quarter; small and mid-caps have been outperforming, and there's a long way to go, tied to the strong domestic economy.

She has questions about Google and others in traditional search and how that will shake out. On the digital side, Meta is using AI very well to drive better returns for advertisers; they've done a great job getting consumers watch ads they don't mind watching.

She bought more. They have 30% market share in their electrical business, which holds exciting growth. So many drivers: utilities needing upgrading, onshoring of supply chains, data centres.

She sold Boeing after being very patient with it. But the labour negotiation and the company coming to market to raise capital changed her mind. Eventually, Boeing will right itself though.

Small caps will catch up to the rest of this rally. Given the positive economic news we've been getting all week, small-cap topline revenues should stay intact as borrowing costs decline.

He's counting on profits to be a lot higher than expected next year.

Credit them for being a company which led to the schizophrenia drug, which the FDA just approved. BMY has been unloved, selling before 8x PE at a 4% dividend. Puzzling, but shares will certainly rise. He sold it last year and may re-enter it.

He sold UNP to buy Wabtec, because the former services only one geography while Wabtec goes everywhere.

He sold UNP to buy Wabtec, because the former services only one geography while Wabtec goes everywhere.

Have a great drug pipeline.

This has definitely been on an uptrend, 9% the past quarter. Data this week certainly helps: PCE was soft, GDP was in-line, PPI is soft, all pointing to disinflation.

He sold his small position. Crude is down 7.5% the past month. For energy, you need to be in the fully integrated names. But it's too early to play energy--see how much China will stimulate demand.

The balance sheet is as clean as can be with debt down and careful buying. Have reduced their share count 10% over 3 years and introduced a dividend. Loves their growth and margins. 

He sold CRM because revenues were declining the last 8 quarters.