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Is up 89% for the year. Investors don't care that analysts were cautious over this stock for its 50x PE.

Forget judging this on PE, but rather use the Rule of 40: the revenue growth rate + EBITDA margin = 40 or more, it's a winner like PLTR. It's one of the fastest growers in cybersecurity. Up 340% this year after a major breakout.

Trump wants the oil price to come down to offset any inflation from tariffs. This is why investors have been selling oil shares.

Last week, they reported a fine quarter, but not their guidance. Their backlog is slipping 7% year over year, though better than expected. They guided the current quarter that fell short for Wall Street. The CEO noted that the housing market was soft in September and October, but climbed in November after the election gave homebuyers clarity. Also, the wealth transfer from parents to Millennial homeowners is underway. TOL is up 30% this year. Bottom line: TOL appears to be working harder than the street expected to maintain numbers in a tepid housing environment. Shares are down 15% in the past week.

The top stock in this sector, though has pulled back 20% since its August high. It got hit hard after reporting a weak quarter, missing and cutting full-year guidance, then hit again after the election with the perception that the new White House doesn't like weight-loss drugs. The street read their quarter that demand for its weight-loss drug was impaired, but he disagrees--there's no problem with demand, just a supply issue. Now, is a buying opportunity.

He likes it for developing non-addictive painkillers with potential FDA approvals ahead. They reported a great quarter a day before the election, but has since pulled back hard that baffles him. Looks like profit-taking in a stock that's jumped 113% since end-2021.

Stock has been hot since the summer when the new CEO took over, then they got approval for their schizophrenia drugs. (Abbvie's drug failed last month.) But BMY has fallen 9% in the past 4 weeks--maybe because of concerns over the group, not the stock. Trades at only 7.9x PE 2025, and pays a 4.4% dividend which just increased last week. The stock is dirt cheap.

He still believes in their key drug, Repatha. His concern lies with their weight-loss drug and their disappointing results.

Up 100% this year and just reported a strong quarter that triggered a 23% rally in one day.

It's tied to China, like all materials stocks are, and those stock keep going down. Don't touch this until at least January.

Doesn't care that shares are down. The numbers aren't there.

He likes it, but the chart is parabolic. It's moved up too much and needs to pull back.