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They report Wednesday. The merger with Kroger's was blocked, which hurt ACI. He wants to hear what ACI says above decline in consumption, including salty snacks, cookies and candies alongside the rise of the GLP-1 drugs.

It reports Wednesday. Shares have rallied 103% in a year. JEF would benefit from Washington allowing more mergers.

They report Thursday, this SAAS for tradepeople. He expects them to deliver a fine quarter. Could buy this before the report.

It's been up and down and down. It faces headwinds from the weight-loss drugs reduing consumption of alcohol, potential tariffs on Mexican goods (Modelo is a major brand of theirs), and Latinos, a key consumer, could be deported under Trump. But STZ spews cash and is growing, leading to Trump exempting STZ from tariffs. He just added more shares. He wants STZ to talk about this big brewery they're building in Mexico. He hopes they launch a huge share buyback. This is tricky.

It reports Thursday, Airlines are no longer building capacity, but are keeping capacity tight and prevent create price wars. Airline profits and demand remain  robust.

It reports Friday.  It needs to do something to help its woes. He suspect the CEO has buyers lined up for parts of the company. Don't bet against the CEO, but don't bet on WBA.

Is down 7%, but buy it when it does down. Investors worry over its 50x PE, and their special dividend is behind them, so what will move this stock ahead? Well, it's the #1 retailer in the world.

Is up 79% in the past year. Sell half, take profits.

Stocks will do well, if the yield peaks and goes lower, even at 4.5% or 4.6%. But if it climbs to 5%, the stock exchange could be miserable, at least short term. Remember in the mid-1990s the yield hit 6.6% and that was a great time to own stocks.

Anything below 5% unemployment is considered full employment. He expects the labour market to remain strong. But if Trump orders massive deportations, it could trigger a massive labour shortage. Could the labour market get too tight and could wage inflation?

He hopes we achieve this if the consumer stays strong and there's deregulation in capital markets and China bouncing back from the pandemic. More corporate tax rates could help, too. Then again, consumer spending could decline, tariffs and higher interest rates could curb the EPS. 

Problem is these defense companies make too much company and the taxpayers doesn't get their bang for their buck. Shares have come down nicely to a buy level. It yields only 2.7%.

Is -30% on the past year. Remember, they have changed management, so don't sell it. See what the new CEO does.

Bullish sectors in 2025: aerospace, HVAC and anyone selling into data centres, financials (because of expected deregulation), pipelines, legacy tech (like Dell) as long it keeps generating growth, cybersecurity (hacks will continue), robotaxis. Bearish sectors in 2025: agriculture, defense (too expensive), anything sector needing a lot of finance because long rates remain high, packaged food (headwind of GLP-1 drugs), energy (Trump will encourage too much production and drive down prices), retail REITs, materials and commodities (need to see lower interest rates and Chinese demand must increase), quantum computing (a bubble in unprofitable companies).

It's a chronic money-loser, despite some interesting technology. It's a short squeeze.