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Is the #1 player in the industry. Is still -26% from its highs despite a 33% snapback. 

Upgraded today, but lags the S&P this year and hasn't done anything in the past two, because rates were high and housing was soft. They had 7 straight quarters of negative same-store sales. So, comps are easy and profitability is strong. She still likes it, but it isn't cheap.

Was upgraded today. It's underperformed GS and the market since 2021. Their banking fees and M&A pipeline are both strong. Higher asset prices should benefit wealth management. Net interest income should rise as the yield curve steepens. It trades at 13x forward PE and pays a 3.5% dividend yield. They can use excess capital for share buybacks.

Is up 96% since GE spun it out. A winner, though not cheap. It's part of a secular theme of an energy transformation from now to 2050, fuelled by AI.

She's very bullish in housing. Last year, when interest rates fell from 8% to 6.1%, homebuying rose 10%. You need to see rates closer to 5% to unleash pent-up demand. There's still a big shortage of homes and homebuilders are under-producing.

She bought it around 15x PE, not at 35.43x forward PE (Apple is 31.09x). This wins in so many ways. After gaining so much, the stock is pausing and that's fine. Retail margins and AWS are expanding. Great free cash flow and are investing a lot in AI.

Is up 80% in the past month, the best S&P performer and hitting a new high today. Healthy profits and unique assets with secular growth from nuclear energy demand, which needs to fuel AI production. But Vistra is no longer cheap at 24x forward PE, so he expects it to consolidate.

He started sell this in early 2023. Is up 20% since Q2, though. He sold it because loss ratios were off, though stabilizing now. 

The sold it over the summer. They report next week, A quality business but economically sensitive to the industrial capex cycle. Not a bad company. He sold it to buy more 3M. A reason to sell is that we may not see the soft landing to the economy. It trades at 32x forward PE vs.17x PE in 3M, which runs a more diversified business.

It trades at only 17x PE in 3M, and it runs a diversified business.

Because of today's strong jobs report, people will buy DECK's products into the holiday season.

Is hitting a new high today because oil prices are high. XOM's earnings are down this year, because those prices are down. He can't say that oil prices are definitely rising, but OPEC sees demand rising through 2050. There's a lot of room for prices to go higher.

A good insurer that will benefit from them raising premiums.

They report Tuesday. Lots of moving parts now, but overall demand remains high. The problem in recent months is overcapacity in the airline industry.

Each time they fly, they lose money. He hopes they come out of the market to reduce capacity and increase overall airline demand for the other airlines.