COMMENT

It is a non-bank credit company. If you're looking for a specialty finance company there are a number of larger more mature ones out there. This one has too much volatility for him.

DON'T BUY

It is a cheap player but you can use an alternative one. If it can increase prices then you can get some operating leverage but customers may just leave  in that case.

COMMENT

It is a play on the lower economic portion of the economy and will continue to see a substantial portion of the economy. He doesn't like the demographics and doesn't buy retail.

Unspecified

It is well run and lower interest rates will be a catalyst for utility companies, There are issues with parts of the U.S. due to the effects of the recent hurricane which is really the latest in a series of hurricanes.

PARTIAL BUY

He trimmed his position because drug companies can have a competitor make a patent announcement that takes 20% off their stock. He would buy a half position for new clients on a recent pullback.

COMMENT

If owned he would trim but also would add on weakness. It is a little larger and more diversified than Novo-Nordisk.

TRADE

In the context of the upcoming election, what to do if Donald trump wins. He sees Tesla as a trade and buy on the dips but he doesn't see a lot of value in the stock.

PAST TOP PICK
(A Top Pick Oct 05/23, Up 27%)

One of the real drivers is the substantial dividend and he sees it as a bond proxy. The long term dividend yield is about 45% along with some growth.

PAST TOP PICK
(A Top Pick Oct 05/23, Up 25%)

In the longer term it is well run. Oil could go substantially higher with the Geo-political situation.

PAST TOP PICK
(A Top Pick Oct 05/23, Up 5%)

He owns it partly for the defensive nature and partly for the business which leads to a focus on pharmaceuticals.

WAIT

It has been a strong performing company and the only issue is the entry level. How much more productive will the earnings growth be. Wait and see what happens with how the acquisition works out, how it's financed, etc.

COMMENT

It is a UK medical tool company. It is a reasonable company but you have to buy it when it works and when it's on sale. There are better opportunities.

COMMENT

The question was on Axon but the guest doesn't cover it.

DON'T BUY

He talked about the bid for Intel. Intel doesn't have any AI of any significance, is a low growth business, and missed the mobile window. It should be dilutive to earnings from a growth perspective

Unspecified

More interest rate cuts are good for it and it has a good quality base. Has a sustainable dividend.