BUY

Under Trump, it's less likely for the Justice Department to pursue an anti-trust suit against LYV.

BUY ON WEAKNESS

They reported a blow-out quarter, sending shares 9% higher. They beat revenues in 4 of their 5 largest divisions, boasted expanded marginsThey are part of the transition to nuclear energy, even though it will likely get less support under Trump, at a pace that will match customer needs. Also, he likes their power systems business (generators, commercial power systems for buildings), timely during the data centre boom. Caveat: While only 9% of their sales come from China, those could be hit by Trump tariffs.

BUY
Why are shares struggling after the strike ended?

Puzzling. The big stock dilution hurt earnings power, but they enjoy a duopoly with Airbus, so eventually this will rebound.

BUY

Is number 1 in data centres. Shares are up 151% this year.

PARTIAL SELL

Flies under the radar with no analyst coverage. Growth is driven by the data centre boom. Their 4 businesses are growing this year: infrastructure by 51%, commercial and industrial 41%, communications 29% and residential 10%. Tailwinds: lower interest rates and a strong housing market, especially in the southwest. However, interest rates could rise long term. But shares have jumped this year 233%. Take profits or buy dips.

BUY ON WEAKNESS

It jumped over 10% today, so buy on a pullback.

WAIT

Numbers were okay, but they're in a giant short squeeze that will continue. Will till Friday then maybe take some profits.

BUY

Is the only solar company based in the US where it has many plants. Didn't deserve to sell 10% today, because Trump won't support green energy. In fact, he would buy.  The US needs a lot more energy, and half of the new power added to the grid is solar. 

BUY

Sure, Trump won't support green energy, but the company is 100% American and didn't deserve to sell off today. The US needs a lot more energy, and half of the new power added to the grid is solar.

BUY ON WEAKNESS

It's wrong to think its imported foods will get hit by Trump tariffs. Most of its business is driven by membership fees, and they offer low prices to customers. If this opens weak tomorrow, buy.

BUY

Their funds benefit from Bitcoin and infrastructure spending, and they're raising private credit money to deploy.

BUY

Is the top stock to buy in an interest rate cut cycle, which is happening. (The Fed will decide tomorrow.)

DON'T BUY

Their board did a review and found nothing wrong. Well, their accountants resigned for a reason, didn't they? Besides, it's the regulator's job to do a review. Shares keep sinking.

DON'T BUY

If Trump slaps tariffs on Chinese goods, the dollar stores will suffer badly.

DON'T BUY

If Trump slaps tariffs on Chinese goods, the dollar stores will suffer badly.